P Equity Research 📰(@pequityresearch):MediaTek's Rick Tsai on their biggest bottleneck: "Supply chain does present challenges. Not just HBM but go down to substrate, etc. Being in Taiwan, it's almost like the center of AI infrastructure ecosystem really helps." There is not enough substrate at all... Via @BloombergTV

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P Equity Research 📰@pequityresearch

2026.08.31 21:41

MediaTek's Rick Tsai on their biggest bottleneck: "Supply chain does present challenges. Not just HBM but go down to substrate, etc. Being in Taiwan, it's almost like the center of AI infrastructure ecosystem really helps." There is not enough substrate at all... Via @BloombergTV