Zephyr
@zephyr_z9
AI & Chips | Not Investment Advice | DYOD
Joined August 2023
777 Following 175.5K Followers
"The 448G SerDes has taped out"
LFG!!!
MediaTek 4Q26
- Revenue up 9.1% q/q and 10.7% y/y to $5.25B at 46.3% GM; 4Q26 revenue will grow by 30% q/q to $6.8B, driven by ASIC
- $2.5B AI ASIC revenue in 4Q (vs prior $2B guidance); started shipping from Sep
- 2027 ASIC is now at the high end of the $16B target (20% of the AI ASIC TAM)
- Expects 2028 is to be another strong year but supply isn’t finalized
- 2nd accelerator is on track for production in 1Q28
- second gen ASIC uses Intel’s EMIB-T
- second ASIC customer is confirmed (not from China); revenue begins in 2028
- The 448G SerDes has taped out
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