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AI ASIC Surge: MediaTek Leads Rally as Alchip and Global Unichip Follow Suit

Electronic Technology · Semiconductors · economic_daily · 2026-09-21

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As AI inference chip demand enters a high-growth phase, MediaTek and ASIC partners like Alchip and Global Unichip see strong order visibility through 2027.

What Happened

AI ASIC Market Growth: The AI ASIC sector is entering a period of rapid expansion between 2026 and 2027, driven by major cloud service providers like Google, AWS, and Meta shifting toward custom silicon for inference workloads.

MediaTek's Strategic Shift: MediaTek is positioning itself as a key player in the AI ecosystem, with plans to mass-produce custom chips for North American clients by late 2026 and deepening its collaboration with NVIDIA in automotive and edge AI applications.

Design House Performance: Global Unichip (創意) is scaling its advanced packaging and IP offerings to support next-generation custom chips, while Alchip-KY (世芯-KY) benefits from strong 3nm chip demand, securing order visibility through the end of next year.

Long-term Outlook: Analysts remain bullish on MediaTek’s long-term revenue structure, expecting ASIC-related income to become a primary growth engine by 2028, effectively offsetting headwinds in the traditional smartphone market.

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