MediaTek (2454.TW) — market event timeline

NashNova tracks 3 market events mentioning MediaTek (2454.TW) between 2026-06-09 and 2026-06-22, each with a dated one-line analysis of how the event relates to the asset.

  1. Ming-Chi Kuo: MediaTek Exclusively Wins Google TPU v9 Upgrade Chip Order

    MediaTek has exclusively secured Google's TPU v9 upgrade chip order, with unit prices rising approximately 30%, directly boosting its 2028 revenue.

  2. Google TPU Orders Diversified: Marvell, Broadcom, and MediaTek Compete for Share

    MediaTek has secured Google TPU orders, committing significant resources to the effort, including ensuring its SerDes (high-speed data transceiver interface) and other I/O technologies meet the required standards.

  3. AI Capex Revised Up: Memory, Packaging, and Power Supply Seize Pricing Power

    Structural migration from consumer chips to AI custom silicon platforms; ASIC revenue implies $7–12 billion by 2027, with the EMIB-T pathway unlocking additional value.

For research and information only — not investment advice.

MediaTek (2454.TW) — News & AI Analysis · NashNova