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AI ASIC Market Consolidation: Analysts Favor MediaTek, Global Unichip, and Alchip

Electronic Technology · Semiconductors · economic_daily · 2026-08-25

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As cloud providers ramp up custom AI chip development, analysts highlight MediaTek, Global Unichip, and Alchip as key beneficiaries of the ASIC supply chain.

What Happened

Market Consolidation: Cloud Service Providers (CSPs) are increasingly investing in proprietary AI chips, driving a surge in ASIC demand. The high cost of R&D and advanced manufacturing processes is consolidating the market, making it difficult for smaller players to compete.

Supply Chain Hurdles: ASIC partners must now secure scarce capacity for 3nm/2nm processes, CoWoS, and HBM, while managing massive R&D expenses. Leading suppliers are evolving into comprehensive service providers, even assisting clients with infrastructure financing to ensure project success.

MediaTek's Growth: Analysts expect MediaTek's AI ASIC demand to remain robust through 2027, with data center revenue projected to exceed NT$380 billion. The company's strong pricing power and scale have led analysts to maintain a 'Buy' rating.

Chip Design Leaders: Global Unichip is poised for significant profit growth next year driven by Google and xAI projects, while Alchip remains a primary partner for 2nm AI ASIC development. Both companies are well-positioned to capture long-term demand in the AI server sector.

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