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MediaTek Shares Slip Amid AI Tool Usage Rumors; Investors Focus on Fundamentals
Electronic Technology · Semiconductors · economic_daily · 2026-10-07
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MediaTek shares dipped below NT$5,000 following rumors regarding AI token usage limits, but strong monthly revenue and AI ASIC growth prospects remain key focal points for investors.
What Happened
AI Usage Policy Controversy: MediaTek shares faced downward pressure, falling below the NT$5,000 mark, following reports of internal restrictions on external AI tool usage that sparked concerns over R&D efficiency. The company clarified that it employs a smart scheduling mechanism to optimize AI model usage based on task complexity, rather than imposing rigid, restrictive quotas as rumored.
Robust Financial Performance: Despite the short-term noise, MediaTek reported a record-breaking monthly revenue of NT$64.18 billion for August, representing a 44.08% year-over-year increase. With cumulative revenue for the first eight months reaching NT$413.99 billion, the company remains well-positioned to meet its third-quarter financial guidance.
AI ASIC Growth Drivers: The company's AI ASIC business serves as a primary growth engine, with the first AI accelerator slated for mass production in Q4. MediaTek has raised its 2027 market share target for data center AI ASICs to 15%-20%, bolstered by optimism surrounding its collaboration with Google on TPU technology.
Market Outlook: The stock is currently caught between short-term sentiment volatility and strong fundamental support. Key factors for investors to monitor include September revenue results, the successful launch of AI ASIC production, and the scaling of Google TPU projects, which will determine if the stock can reclaim the NT$5,000 level.
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