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Supply chain6/day by emailReported
TrendForce, citing Focus Taiwan, reports MediaTek began shipping its first AI accelerator ASIC in September 2026 and is targeting about $16 billion of AI ASIC revenue and a 20% market share in 2027
Verified 2026-11-07
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A phone-chip giant pushing into custom AI accelerators with both CoWoS and EMIB packaging widens the supplier pool chasing hyperscaler ASIC designs.
The screener · 72 companiesEvery layer of the AI chain, priced dailyHow this was verifiedEvery figure links to the filing it came from
More on Supply chain
- TrendForce says a shortage of critical optoelectronic components — EML and CW lasers — is reshaping the AI optical transceiver supply chain, and projects the global market to grow from $16.5 billion in 2025 to $26 billion in 2026, an AI optical transceiver market up more than 57% year-over-year
- Applied Materials agreed in October 2026 to raise its stake in Besi, the Dutch maker of chip assembly equipment, to about 20%
- Applied Materials' Semiconductor Systems segment — the deposition, etch and inspection tools chipmakers install before fabricating a single AI chip — reported fiscal third-quarter 2026 revenue up 26.5% year-over-year to $7.04 billion in Applied Materials' Semiconductor Systems segment revenue
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