As TSMC’s CoWoS capacity crunch continues, Intel’s EMIB has emerged as a strong alternative, with IC design leader MediaTek reportedly adopting a dual advanced packaging strategy. According to Commercial Times, MediaTek is accelerating its expansion into AI ASICs and data center markets, while i...

Custom silicon from hyperscalers continues to gain traction, with MediaTek emerging as a key beneficiary of the accelerating shift. According to Liberty Times, citing CEO Rick Tsai, the company now expects its AI ASIC revenue contribution to double from earlier projections, rising from USD 1 billion...

Surging memory prices are weighing on end demand, with smartphone demand showing signs of cooling. According to Commercial Times, the market outlook remains weak, prompting SoC vendors to scale back wafer starts, with sources saying MediaTek has begun reducing its 4nm wafer starts at foundries. Medi...

Please note that this article cites information from Commercial Times, Economic Daily News , Liberty Times, and MoneyDJ. NVIDIA outlined its AI roadmap at GTC 2026, doubling its 2025–2027 revenue target for the Blackwell and Rubin chips to $1 trillion, but the rise of ASICs may intensify compet...

As AI models expand at breakneck speed, SerDes (Serializer/Deserializer) has become pivotal for boosting chip-to-chip data bandwidth. As observed by TrendForce, competition in high-speed SerDes has been heating up since 2025. In addition to Broadcom and Marvell, MediaTek reportedly broke into Google...