MediaTek, Novatek, and AMD have made progress in the AI ​​chip market.

MediaTek's first AI accelerator ASIC project is progressing smoothly, with cloud ASIC revenue expected to reach $1 billion by 2026. Novatek has invested over $200 million to build an AI server ecosystem, aiming to gain a foothold in both the cloud and edge computing sectors. Siltech's 2nm process project has already begun contributing to revenue, with mass production expected in the second quarter of next year, driving next year's revenue growth.