MediaTek

Today’s Key News Recap

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0427 | Dolphin Research Focus: 🐬 Macro/Industry1) Last week, DeepSeek surprise-launched its flagship foundation model DeepSeek-V4 and fully open-sourced it, a key market catalyst. With AI advances as a tailwind, semis extended gains today: the Hong Kong Semiconductor Index jumped 5%+, led by SMIC and Hua Hong Semiconductor.The new model is tuned for domestic compute and pursues a non-CUDA stack, expanding edge-AI use cases and sustaining demand for local chips. Flows continue to pile into themes of self-reliant compute and domestic substitution...

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DeepSeek-V4 open-sourced, igniting the AI compute supply chain; Tencent's QClaw rolls out a major update | Daily News Recap

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Below is Dolphin Research's ARM FY2026 Q3 earnings call Trans. For our detailed read-through, see 'ARM: AI tailwinds intact, but smartphones are the current drag?'.Key takeaways: 1) Next-quarter guide: revenue of $1.42-1.52bn (mid-point +18% YoY). Within that, licensing is expected to grow at a high double-digit pace (~20% YoY); royalties are guided to low double-digit growth (11-13% YoY).Memory supply is not the main swing factor. The outlook is driven more by seasonality and a tough comp vs. last year...

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ARM (Trans): Handset exposure limited; FY2027 to sustain 20% growth

MediaTek Announces MediaTek Dimensity AI Agent Engine 2.0 and MediaTek Dimensity AI Development Kit 3.0

Ming-Chi Kuo: OpenAI's Smartphones Expected to Begin Mass Production in First Half of 2027, MediaTek Likely to Get Exclusive Processor Order

OpenAI to Collaborate with MediaTek, Qualcomm, and Luxshare to Develop AI Phone Processors

Ledger Discovers Security Vulnerability in MediaTek Chip

MediaTek showcases 6G communication and AI technologies at MWC

MediaTek Reports January Revenue and Projects Full-Year Growth

MediaTek CEO Predicts $1 billion Revenue for Data Center ASIC Business in 2026

MediaTek Sees Significant AI Chip Revenue, Plans to Adjust Prices for Rising Costs

MSI Unveils Multiple AI Products at CES 2026

MediaTek Expands Orders for Customizing Google's TPU

TSMC's A16 Process to Begin Trial Production in March, Apple, Qualcomm, and MediaTek Adopt New Processes

MediaTek and Airoha Technology launch the world's first AI-driven fiber gateway platform

Morgan Stanley Downgrades MediaTek's Target Price and Profit Margins Forecast

Multiple Semiconductor Companies Pessimistic on Q3 Operations

MediaTek Expands Influence in India's Automotive Industry

MediaTek's Stock Surge Boosts TAIEX

MediaTek Successfully Fills Dividend Gap, Gold Prices Surge

FactSet Downgrades MediaTek's 2025 EPS Forecast

IC design stocks surge, Macquarie positive on TSMC, MediaTek

MediaTek's 3nm TPU Project Progress Exceeds Expectations

OpenAI is reportedly launching its first hardware product, a phone, instead of a previously speculated gadget. Supply chain analyst Ming-Chi Kuo indicated that OpenAI is fast-tracking the phone for mass production by early 2027. The device will utilize a customized version of the MediaTek Dimensity 9600 chip, featuring an enhanced image signal processor for improved HDR capabilities.

The Verge

OpenAI is reportedly launching a phone for ChatGPT

OpenAI is accelerating the development of an AI agent smartphone, targeting mass production by the first half of 2027. Analyst Ming-Chi Kuo noted that this move may be influenced by a favorable IPO narrative and increasing competition in AI devices. The smartphone is expected to feature a customized MediaTek Dimensity 9600 chip and advanced hardware upgrades. If successful, shipments could reach around 30 million units by 2028. OpenAI aims to shift from app-based usage to a task-driven AI assistant, emphasizing the importance of controlling both hardware and software for a complete experience.

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OpenAI Eyes Consumer Hardware Leap With AI Agent Phone by 2027

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OpenAI is collaborating with MediaTek and Qualcomm to develop smartphone processors, with Luxshare Precision handling system design and manufacturing, aiming for mass production by 2028. Analyst Ming-Chi Kuo highlights the strategic roles of these companies in the next generation of smart devices. OpenAI plans to bundle subscription services with hardware sales, shifting the interaction paradigm from app-based to agent-scheduled capabilities. This move could redefine the smartphone market and create a multi-year demand cycle for chip manufacturers.

- OpenAI is collaborating with MediaTek and Qualcomm to develop smartphone processors, with Luxshare Precision handling system design and manufacturing, targeting mass production by 2028.  
- The project indicates a strategic shift in the supply chain, with MediaTek and Qualcomm moving from suppliers to co-developers of processor specifications, impacting their roles in the industry.  
- OpenAI's business model may include bundling subscription services with hardware sales, potentially transforming the smartphone interaction paradigm and establishing a significant replacement demand cycle starting in 2028.

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OpenAI is getting into smartphones; mass production expected in 2028.

The Asia-Pacific stock markets generally rose, with Taiwan and South Korea's stock markets reaching historical highs. The Taiwan Weighted Index rose by 713 points to 37,672 points, with MediaTek hitting the daily limit of a 10% increase. Japan's Nikkei Index rose by 753 points to 59,578 points. South Korea's Composite Stock Price Index rose by 145 points to 6,365 points. India's Nifty 50 Index rose by 147 points to 24,512 points. The Australian and New Zealand stock markets saw slight declines. The FTSE Straits Times Index in Singapore rose by 10 points to 5,014 points

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"Asian Stocks" Asia-Pacific stock markets generally rise, Taiwan and South Korea stocks hit record highs, MediaTek reaches the daily limit

Motorola is set to launch its Edge 70 Pro smartphone in India on April 22. The device features a MediaTek Dimensity 8500 Extreme chip, a 6.8-inch AMOLED display with 1.5K resolution and 144Hz refresh rate, and a 6500mAh battery with 90W charging. It includes a triple camera system with two 50MP sensors and supports 4K video recording. The phone will be available in three Pantone-validated colors and offers IP68/IP69 ratings for durability. It runs on Android 16 and promises three years of software upgrades and five years of security updates.

Business Standard

Motorola Edge 70 Pro to launch in India on April 22: Check specifications

OPPO has launched its F33 Series smartphones in India, featuring a 7000mAh battery, AMOLED display, and 50MP main camera. The series includes a standard model and a Pro variant, both powered by the MediaTek Dimensity 6360 MAX chipset. Prices start at Rs 31,999 for the F33 and Rs 37,999 for the F33 Pro. The smartphones will be available from April 23, 2026, with offers including up to 10% cashback and no-interest EMI options. The devices also boast AI photography tools and military-grade durability with IP ratings for water and dust resistance.

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OPPO launches F33 series with 7000mAh battery in India: Check price, offers

MediaTek: March sales NT$63.2 billion, a year-on-year increase of 12.9%

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OnePlus is reportedly developing a gaming handheld device resembling a smartphone, featuring gaming-oriented additions like grips and extra buttons. Images suggest a candybar-style design with shoulder buttons for gaming controls and a dual rear camera setup. The device may have an 8-inch display and could be powered by a MediaTek Dimensity 9500 chipset, though authenticity of the images is unconfirmed. In related news, OnePlus recently launched the Nord 6 smartphone in India, equipped with a 9,000 mAh battery and a Qualcomm Snapdragon 8s Gen 4 chip.

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OnePlus may be working on gaming handheld that looks like a phone: Details

Nvidia CEO Jensen Huang is expected to arrive in Taiwan May 27 ahead of his keynote at the Computex Taipei 2026 trade show June 1, media report. Dinner reservations have already been made for another Trillion-Dollar Banquet with supply chain partners May 28, with executives from TSMC, Foxconn, Delta Electronics and MediaTek among those invited to attend. Media expect him to talk about the next-generation Feynman GPU with supply chain partners. Due to increasing supply chain shortages of nearly all materials/parts in the AI era, Nvidia is expected to step-up long-term contracts, capacity reservation, more, in a shift away from the traditional supply chain partnership model. $NVIDIA(NVDA.US) $Taiwan Semiconductor(TSM.US) #Foxconn #DeltaElectronics #Mediatek #semiconductorsSource: Dan Nystedt

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Mediatek’s first ASIC AI chip project for a US hyperscale customer is progressing fairly well, CEO Rick Tsai said during its 1st quarter earnings call, adding the custom ASIC business is expected to see US$2 billion in revenue this year, double the prior estimate of $1 billion, media report. He said the project will scale to multiple billions of US dollars. He also raised his view of the total addressable market for custom ASICs to US$70-$80 billion by 2028, from a previous estimate $60-$70 billion. MediaTek’s goal is to win 10%-15% market share in 2027. $Alphabet(GOOGL.US) $Taiwan Semiconductor(TSM.US) #MediaTek #semiconductors #semiconductorSource: Dan Nystedt

MediaTek 1Q26- Revenue down -2.6% q/q and up 1.3% y/y to $4.74B at 46.3% GM (up 20bps q/q); 2Q rev -3% q/q- Upgrades SC ASIC revenue for 4Q26 to $2B (vs last quarter's $1B); multiple billions in '27- Sticks to 10-15% market share in ASIC but upgrades TAM by $10BSource: Sravan Kundojjala

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Google will do the computing core design for the TPU 8t (Training) chip, with MediaTek providing the I/O die and back-end design services (packaging), media report, citing unnamed supply chain. Broadcom will do the TPU 8i, due out Q3 this year, followed by 8t in Q4. In 2027, TPUs v8e and v8p will be out in Q4, with 8e by Google/MediaTek and 8p by Broadcom. Marvell is not part of the TPU supply chain, the article says. TSMC will manufacture the TPU 8t on its N3P process and provide CoWoS-S packaging. $Alphabet(GOOGL.US) $Taiwan Semiconductor(TSM.US) $Broadcom(AVGO.US) $Marvell Tech(MRVL.US) #Mediatek #semiconductors #semiconductorSource: Dan Nystedt

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MediaTek has joined the effort to replace the lasers (VCSELs or EMLs) and Silicon Photonics chips in &#34;short-reach&#34; networking with MicroLEDs, which consume much less power, media report. MediaTek worked with Microsoft to develop a next-gen Active Optical Cable (AOC) that uses an array of hundreds of tiny Micro LEDs—the same tiny lights used in high-end TV screens—to send data. MediaTek achieved this by creating a single chip that does the work previously requiring 3 separate chips (the DSP, TIA, laser driver), with the Micro LED array bonded directly onto the chip for maximum efficiency. The chip is part of MediaTek’s aggressive expansion into the AI data center ASIC market. $Microsoft(MSFT.US) #Mediatek #semiconductors #SiliconPhotonics #MicroLEDs #CPOSource: Dan Nystedt

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Google’s next-generation TPU v8 chips are expected to feature prominently at its Google Cloud Next event this week (April 22–24, 2026), according to media and supply-chain reports.The v8 series includes two main variants:•TPUv8t 'Sunfish' — for Training: the high-performance version (design partner: Broadcom)•TPUv8i 'Zebrafish' — for Inference: the cost-efficient version (design partner: MediaTek)The chips are designed to integrate tightly with Google’s Axion ARM-based CPUs as part of its AI supercomputing architecture. $Alphabet(GOOGL.US) $Broadcom(AVGO.US) $Arm(ARM.US) #Mediatek #semiconductors #TPUSource: Dan Nystedt

MediaTek’s March revenue rose 12.9% year-on-year to a record high NT$63.22 billion (US$Barrick Mining(B.US)), also up 62.3% over February, media report, as it raises prices of premium smartphone chips to counter weak demand in low-mid-range phone chips. The revenue increase also shows MediaTek’s ASIC business continues to grow, with work on Google’s TPU v8x on track to begin shipping in the 4th quarter of 2026. $NVIDIA(NVDA.US) $Alphabet(GOOGL.US) $Taiwan Semiconductor(TSM.US) #Mediatek #semiconductorsSource: Dan Nystedt

Rumor: Google has asked MediaTek for more design modifications on the TPU v8x, pushing back tape-out to mid-2026, a sign progress may not be as smooth as hoped for MediaTek’s new custom ASIC business, media report. Repeated rumors of modifications (Engineering Change Orders, ECO) have caused some to question MediaTek’s capabilities, but design tweaks are common in new chips. $Alphabet(GOOGL.US) $Broadcom(AVGO.US) $Marvell Tech(MRVL.US) #Mediatek #semiconductors #TPUSource: Dan Nystedt

Smartphone chip giants MediaTek and Qualcomm have cut wafer starts at TSMC around 10%-15% for advanced 4nm and 3nm production, but AI giants keep snapping up all the capacity they can get so TSMC is unhurt, media report. $Taiwan Semiconductor(TSM.US) $Qualcomm(QCOM.US) $Alphabet(GOOGL.US) $Broadcom(AVGO.US) $Amazon(AMZN.US) #semiconductorsSource: Dan Nystedt

MediaTek(MTK.NA)

OpenAI is reportedly launching a phone for ChatGPT

OpenAI Eyes Consumer Hardware Leap With AI Agent Phone by 2027

DeepSeek-V4 open-sourced, igniting the AI compute supply chain; Tencent's QClaw rolls out a major update | Daily News Recap

OpenAI is getting into smartphones; mass production expected in 2028.

"Asian Stocks" Asia-Pacific stock markets generally rise, Taiwan and South Korea stocks hit record highs, MediaTek reaches the daily limit