MediaTek is staging one of the most unexpected comebacks in the AI chip race. Long known for mobile processors, the Taiwanese designer is now pushing deep into Google’s TPU ecosystem—armed with a decade of SerDes investment, fresh 3nm capacity, and a wave of ex-TSMC heavyweights who know exactly how to get chips built at scale.
At the center is CEO Rick Tsai, running the Google program with the intensity of a hands-on operator. As Broadcom’s grip on AI ASICs starts to face real pressure, the question is no longer whether MediaTek can compete—but how far it can go.
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At the center is CEO Rick Tsai, running the Google program with the intensity of a hands-on operator. As Broadcom’s grip on AI ASICs starts to face real pressure, the question is no longer whether MediaTek can compete—but how far it can go.
Exclusive: Backed by a TSMC CoWoS Veteran, How MediaTek Targets Google and Takes On Broadcom
Liang-rong Chen
cwnewsroom.substack.com