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BackFocus Stocks》MediaTek: Cai Lixing’s call to buy worked and finally stopped falling!
Focus Stocks》MediaTek: Cai Lixing’s call to buy worked and finally stopped falling!
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自由时报1 hour agoBusiness2 min readChinaView original

Focus Stocks》MediaTek: Cai Lixing’s call to buy worked and finally stopped falling!

MediaTekTaiwan stocksAI ASIC

Quick Look

  • After the Philadelphia Semiconductor Index rebounded, MediaTek stopped falling and rebounded in early trading, with its stock price temporarily trading at 3,695 yuan.
  • The company estimates that the AI ​​ASIC business will contribute US$2.5 billion in revenue in the fourth quarter.
  • Google TPU v9 will complete tape-out on time and be mass-produced in the first quarter of 2028.

AI-generated summary

Why It Matters

MediaTek said last Friday that it would dispel rumors of Google v9 TPU delay, but its stock price pulled back more than 30% from its historical high. The Philadelphia Semiconductor Index rebounded 2.63% yesterday, giving Taiwan stock bulls breathing room.

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MediaTek acted as the center of support for Taiwan stocks today. (Photo by reporter Zhuo Yijun)

[Reporter Zhuo Yijun/Taipei Report] The Philadelphia Semiconductor Index rebounded 2.63% yesterday, and Taiwan stock bulls temporarily gained breathing space. MediaTek (2454), the leading IC design company, said last Friday that it would break the rule of Google v9 There were rumors of TPU delay, but just in time for the stock market crash, the stock price continued to fall, pulling back more than 30% from its historical high. Yesterday, MediaTek Vice Chairman and CEO Tsai Lixing made a confident statement, recommending that everyone buy more MediaTek, and has great confidence in the market outlook of MediaTek. In the past 25 years, shareholder returns have grown as much as 163 times. If you are patient, the rewards will be amazing. MediaTek's stock price stopped falling in early trading and started to rebound.

The U.S. midterm elections are in progress, which has affected the sensitive nerves of the stock market. Taiwan stocks opened higher and lower in early trading. As of about 9:24 minutes, MediaTek's stock price rose 0.54%, temporarily trading at 3,695 yuan, with a trading volume of about 2,719 contracts.

MediaTek estimates that the AI ASIC business (Google TPU v8) will contribute US$2.5 billion in revenue in the fourth quarter, higher than the previous estimate of more than US$2 billion. The most important Google TPU v9 is expected to complete tape-out (design finalization) on time and start mass production in the first quarter of 2028, eliminating recent market concerns about project delays. In addition, TPU v9 shipments are highly dependent on Intel The supply situation of EMIB-T carrier boards, but confidence in the improvement of EMIB-T yield.

What to Watch

AI outlook — possibilities, not facts

  • MediaTek stock price will continue to rebound in the short term

    Possible · Within days

Open Questions

  • Can MediaTek’s stock price rebound be sustained?
  • Specific timetable for Intel EMIB-T carrier board yield improvement
  • How will Google TPU v9’s final shipments be affected by supply?

Related Topics

MediaTek
PeopleCai Lixing
OrganizationsGoogleIntel
PlacesTaipei
TopicsTaiwan stocksAI ASICGoogle TPU v9Cai LixingSemiconductor
This article was originally published by 自由时报.

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