MediaTek
The NVLink Fusion partnership anchors MediaTek's push into data center AI ASICs, with $1B+ in ASIC revenue forecast for 2026. AI chips are projected to reach 20% of MediaTek's total revenue by 2027, transforming its core business mix.
Building custom AI ASICs compatible with Nvidia NVLink Fusion fabric, enabling semi-custom AI infrastructure that interconnects with Nvidia GPUs and Vera CPUs
Notes
Confirmed by both Nvidia Newsroom press release and MediaTek's own blog post. MediaTek CEO Rick Tsai quoted on-record. NVLink Fusion announced at COMPUTEX May 19, 2025.
Milestones
- MediaTek joins Nvidia NVLink Fusion ecosystem to build custom AI ASICs
MediaTek named as a founding NVLink Fusion partner at COMPUTEX 2025; MediaTek CEO Rick Tsai appeared on-stage with Jensen Huang to confirm custom XPU and scale-up interconnect collaboration.
→ nvidianews.nvidia.com - MediaTek forecasts $1B in AI ASIC revenue for 2026, targeting 20% of total revenue by 2027
MediaTek confirms AI ASIC design wins driven by NVLink Fusion programs, projecting $1B+ in 2026 ASIC sales and AI chips comprising ~20% of total company revenue by 2027.
→ www.trendforce.com