Not ByteDance: MediaTek lands a second major AI chip customer, with mass production in 2028
MediaTek confirmed on its Q3 2026 earnings call that it has won a second AI ASIC customer, with mass production and revenue expected in 2028, and clarified the customer is not a Chinese company despite market speculation about ByteDance. Its first AI ASIC customer is Google, whose TPU-related accelerator began small-volume shipments in September 2026. It matters because a second large customer would broaden MediaTek beyond a single-buyer AI accelerator business, and management is guiding Q4 revenue up 25 to 32 percent on AI accelerator shipments.
SOURCES
- IT之家2026-10-30 23:35