Is MediaTek and Intel’s cooperation on EMIB-T hampered? Tsai Lixing: TSMC is the most important partner

Tsai Lixing, Vice Chairman and CEO of MediaTek, emphasized that TSMC has always been MediaTek’s most important partner. (Photo by reporter Zhuo Yijun)

[Reporter Zhuo Yijun/Taipei Report] v9 built by IC design leader MediaTek (2454) for Google The TPU uses Intel's EMIB-T process and is expected to be mass-produced in the first quarter of 2028. However, the current yield rate is low, which has caused market concerns about the scale and schedule of mass production. Today, foreign legal persons further raised the question at MediaTek's legal meeting whether it will be restrained by Intel in the future and may be required to use Intel's front-end wafer foundry manufacturing services, which will affect MediaTek's supplier selection. In this regard, MediaTek Vice Chairman and CEO Tsai Lixing emphasized that MediaTek does not rely on a single supplier. TSMC (2330) has always been MediaTek’s most important partner and maintains close cooperation in all aspects of technology.

Cai Lixing pointed out that the AI industry is changing very fast and customer needs are constantly adjusting. Therefore, in addition to different technology integration capabilities, MediaTek also needs a highly flexible supply chain to respond to market changes. MediaTek has always maintained close relationships with important partners and continues to seek more efficient cooperation. method to ensure product development and supply capabilities. At this stage, we are actively working closely with partners and carrier board suppliers to accelerate the improvement of yield rate. We are highly confident in the improvement of yield rate. The development of the second AI accelerator ASIC project is progressing smoothly and continues to advance towards the goal of mass production in the first quarter of 2028.