Focus Stocks》MediaTek: "Post-Huang Renxun Era" ASIC picked up the gun! The opening went straight to the daily limit

[Reporter Zhuo Yijun/Taipei Report] Huida CEO Huang Renxun resigned due to an extramarital affair scandal, which affected the global AI concept stock market outlook. Legal persons believe that the pace of radical research and development in the "post-Huang Renxun era" has slowed down, and ASIC (customized chips) are expected to accelerate. Today, the ASIC group's stock price has fully erupted, and IC design leader MediaTek (2454) is expected to benefit. MediaTek's stock price jumped up to the limit at the opening.

As of around 9:11, MediaTek has locked its daily limit, with the price at 4,235 yuan. It will challenge the quarterly line in the short term, with a trading volume of about 3,047 contracts and more than 3,600 contracts bought by the daily limit committee.

MediaTek has begun shipping its first ASIC chip this quarter. MediaTek estimates that driven by the increased volume of its AI accelerator business, revenue in the fourth quarter will grow strongly compared with the third quarter. The first ASIC project in the fourth quarter is expected to contribute US$2.5 billion. The other ASIC project is expected to complete tape-out (design finalization) on time and start mass production in the first quarter of 2028. AI The ASIC business will capture 20% of the global market share next year, and it has also secured its second major ASIC customer, giving it great confidence in its strong growth in future operations.