Taiwan’s MediaTek flags supply chain crunch from AI, says will adjust prices | WKZO | Everything Kalamazoo
Publish Date: 2026-02-04 04:14:00
Source Domain: wkzo.com
- MediaTek, Taiwan’s top chip design company, highlighted that the increasing demand for AI applications is straining supply chains and driving higher costs.
- The CEO of MediaTek, Rick Tsai, expressed confidence in the company’s outlook despite supply chain issues and indicated that prices would be adjusted accordingly.
- MediaTek expects significant revenue growth, targeting billions of dollars from its AI accelerator ASIC chips by 2027.
- The company’s CEO updated that the TAM for data centre ASIC chips is now estimated at $50-70 billion, up $20 billion from prior estimates.
- MediaTek’s business has boomed, particularly with their partnership with Nvidia to co-design the GB10 Grace Blackwell Superchip.
- The company reported a 4th quarter revenue increase of 8.8% year-over-year and has outperformed market indexes with a 26% share increase this year.
- TSMC, another major Taiwanese tech company, also reported significant gains, posting a 35% increase in fourth-quarter profit.
