# Mediatek

> Markdown twin of https://roboterminal.app/companies/mediatek · https://roboterminal.app/companies/mediatek.md

## On shared sources

- [Google](https://roboterminal.app/companies/google) (7)
- [Intel](https://roboterminal.app/companies/intel) (4)
- [Broadcom](https://roboterminal.app/companies/broadcom) (3)
- [TSMC](https://roboterminal.app/companies/tsmc) (2)
- [UBS](https://roboterminal.app/companies/ubs) (2)
- [AMD](https://roboterminal.app/companies/amd) (1)
- [J.P. Morgan](https://roboterminal.app/companies/j.p.-morgan) (1)
- [Marvell](https://roboterminal.app/companies/marvell) (1)
- [Microsoft](https://roboterminal.app/companies/microsoft) (1)
- [TrendForce](https://roboterminal.app/companies/trendforce) (1)
- [Unimicron](https://roboterminal.app/companies/unimicron) (1)

## Pulse

- [@pequityresearch on X](https://x.com/pequityresearch/status/2112244639159726348)
  TrendForce: MediaTek’s Google TPU v9 Shipments May Slip to 1Q28 Google’s TPU v9 project, involving MediaTek, could see its tape-out delayed until January 2027 following design revisions, with shipment…
- [@pequityresearch on X](https://x.com/pequityresearch/status/2112198335197044770)
  Keybanc: We believe Marvell is likely to win Maia 400 over Mediatek and Broadcom. Maia 300 is expected to be in MP in 1H27 with ~500K unit shipments next year, while Maia 400 is expected to ramp in 1H…
- [@pequityresearch on X](https://x.com/pequityresearch/status/2110055464222556295)
  J.P. Morgan: Recent investor discussion has been focused on delays in TPUv8t ramp, v9 tapeout and uncertainty on v10 allocation. Based on our checks, MediaTek's TPUv8t Zebrafish continues to ramp on s…
- [@ricci_nov on X](https://x.com/ricci_nov/status/2102116238642323781)
  Google Cloud's Thomas Kurian puts AI server payback under two years overall, and under one year for servers using in-house silicon such as TPUs, per DigiTimes. That gap, not benchmark wins, is what fu…
- [@ricci_nov on X](https://x.com/ricci_nov/status/2102045620970422400)
  Google's 2027 Humufish TPU is slated for Intel's EMIB-T with MediaTek, but market rumors say CoWoS is being weighed as a backup as substrate yields lag; Unimicron previously targeted 50%, per DigiTime…
- [@ricci_nov on X](https://x.com/ricci_nov/status/2101005541632000022)
  Google's Humufish TPU, mass production by end-2027, is set to use Intel's EMIB-T with ASIC partner MediaTek. Per DigiTimes, substrate yields lag and CoWoS is being weighed as a backup. The packaging d…
- [@pstAsiatech on X](https://x.com/pstAsiatech/status/2100024776295370803)
  MediaTek launches new mobile chip using TSMC's most advanced technology MediaTek said the Dimensity 9600 Pro ​is its first mobile processor built using Taiwan Semiconductor Manufacturing Co's cutting-…
- [@pequityresearch on X](https://x.com/pequityresearch/status/2099271914770636897)
  UBS: Regarding AMD's engagement with Google, our view is it should be related to a custom CPU project and not directly related to the TPU v10 project MediaTek has been engaged with. $AMD $GOOGL
- [@SemiAnalysis_ on X](https://x.com/SemiAnalysis_/status/2098909673596285437)
  Following 6D-Torus, there have been some industry chatters around a full electrical switching ICI for Triggerfish, Google’s next generation TPUv9i manufactured by MediaTek. (1/7)🧵 https://t.co/OXNpDS…
- [@pequityresearch on X](https://x.com/pequityresearch/status/2097181886980530582)
  UBS: On Intel’s EMIB-T, industry feedback is positive regarding the yield improvement and overall execution, consistent with what we highlighted in July. We are constructive on EMIB-T’s supply support…

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Source: Roboterminal · https://roboterminal.app/companies/mediatek.md