
As a major player in the global AI craze, all eyes are on Taiwan, at all times. IC design giant MediaTek and commanding chipmaker Nvidia made a bombshell announcement on Monday evening. The two companies are ready to take their 10-year relationship to the next level. Nvidia is making its first major investment in MediaTek totaling NT$110.6 billion. Let’s hear more.
Winson Wang
Analyst
Though Nvidia is dominating the AI chip sector, there are still other competitors like AMD. With a strategy of binding customers, Nvidia can secure a steady stream of orders and maintain its market share so that it’s not overtaken.
The two companies listed out three key areas of cooperation: AI infrastructure, edge AI, and AI-enabled platforms for software-defined vehicles. Nvidia CEO Jensen Huang has clarified that the massive US$3.5 billion investment is not circular financing. He stressed that each company ran its own business, stressing that MediaTek itself was incredibly profitable and successful. Over in the stock exchange, MediaTek shares soared throughout the day, quickly hitting the daily limit of NT$4,315 and staying there until the close.
#nvidia #mediatek #technology #chips #ai #investment #circularfunding
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台灣身為AI中心一舉一動備受矚目!週一晚上IC設計龍頭聯發科和晶片霸主輝達,拋出合作震撼彈,雖然已經攜手十年,不過他們決定再深化合作,輝達首度以龐大資金入主台灣公司聯發科,斥資新台幣1106億元,將布局AI建設、邊緣運算和車用領域。
[[投顧執行長 王榮旭]]
“所以雖然輝達是AI晶片的霸主,但是還是有其他的競爭者,比如說像AMD緊追在後。輝達的策略,它綁定客戶之後,其實可以獲得更穩固的訂單,以及保持原有的市占率,盡量不要被對手給超越過。”
雙方在外國媒體上宣布,佈局三大方向,AI基礎建設、邊緣AI運算和車用產品,但針對輝達35億美元的鉅額投資,黃仁勳也澄清,這絕對不是循環資助的交易,還大大肯定聯發科的確具備獲利能力。消息一出,聯發科股價嗨了一整天,衝上4315元,開盤就漲停一字鎖死。
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