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BackFocus Stocks》MediaTek: Guoan Fund’s preferred stock! Buying order is blocked first
Focus Stocks》MediaTek: Guoan Fund’s preferred stock! Buying order is blocked first
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自由时报28 minutes agoBusiness2 min readChinaView original

Focus Stocks》MediaTek: Guoan Fund’s preferred stock! Buying order is blocked first

The stock price rose nearly 5% in early trading, returning to the 5-day moving average, and was temporarily trading at 3,540 yuan.

MediaTekNational Security FundTaiwan stocks

Quick Look

  • After the U.S.
  • Democratic Party's victory in the mid-term elections, it intends to introduce an AI ban, which caused the Taiwan stock market crash.
  • National Security Fund launched its tenth protective market protection in history starting today.

AI-generated summary

Why It Matters

After the U.S. Democratic Party's victory in the midterm elections, it planned to introduce an AI ban, which caused the Taiwan stock market to crash. Starting today, the National Security Fund launched its tenth time in history to protect the market.

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[Reporter Zhuo Yijun/Taipei Report] Due to the US Democratic Party’s intention to introduce an AI ban after the mid-term election victory, the Taiwan stock market suffered a stock market crash. The National Security Fund launched the tenth time in history to protect the market starting today. MediaTek, the leading IC design company ( 2454) is the top choice stock of Guoan Fund to protect the market. Its stock price has performed as the strongest value stock for two consecutive days. After pulling from the limit to about flat last Friday, the stock price rebounded strongly in early trading today, rising nearly 5% and returning to the 5-day line.

As of around 9:15, MediaTek's stock price rose 4.42%, temporarily trading at 3,540 yuan, with a trading volume of more than 3,337 transactions.

MediaTek Vice Chairman and CEO Cai Lixing called on investors to buy shares last week. Cai Lixing said that MediaTek's future prospects are still very optimistic. MediaTek has paid out more than 27 billion US dollars in cumulative dividends. In the past 25 years, shareholder returns have increased 163 times, and MediaTek's annual compound growth rate has reached 22%. "Please buy MediaTek stocks." But investors must be patient, and the rewards will be quite amazing.

MediaTek's outlook until 2028 is quite optimistic. MediaTek said that its first AI ASIC accelerator has begun small-scale shipments in September and contributed US$2.5 billion in revenue in the fourth quarter, reaching approximately US$16 billion in 2027, accounting for approximately 1% of the overall AI market. ASIC market share of 20% is the upper limit of the company's goal. As for the development of the second AI accelerator ASIC project, it is progressing smoothly and continues to advance towards the mass production target in the first quarter of 2028. It has also won a second ASIC customer and is expected to start contributing revenue in 2028. Driven by the ASIC project, revenue growth will be quite strong from 2027 to 2028.

What to Watch

AI outlook — possibilities, not facts

  • MediaTek’s second AI accelerator ASIC project will be mass-produced and start contributing to revenue in the first quarter of 2028

    Likely · Within months

Open Questions

  • The specific scale and duration of Guoan Fund’s support
  • Specific customer list of MediaTek AI ASIC accelerator
  • Taiwan stock market recovery situation after the overall stock market crash

Related Topics

MediaTek
PeopleCai Lixing
OrganizationsNational Security Fund
PlacesTaipei
TopicsNational Security FundTaiwan stocksAI ASICCai Lixingstock price
This article was originally published by 自由时报.

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