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MediaTek captures market share in TPU design according to Deutsche Bank report
Wednesday, March 25, 2026 at 07:41 AM
A Deutsche Bank report suggests MediaTek is gaining significant market share in the TPU (Tensor Processing Unit) design space, likely as a key partner for Google's custom AI silicon production and design services.
Context
According to a recent report from Deutsche Bank, MediaTek has successfully captured a larger portion of the market share for TPU (Tensor Processing Unit) design, signaling a significant shift in the AI ASIC landscape. This growth follows MediaTek's strategic pivot toward high-performance data center solutions, moving beyond its historical dominance in mobile and IoT chipsets. The company has been aggressively scaling its custom silicon capabilities, notably through partnerships with NVIDIA for NVLink Fusion and its work on 224G SerDes technology for next-generation AI accelerators.
This market share gain is a critical milestone for MediaTek as it targets a 10% to 15% share of the total AI ASIC market, which is projected to reach $50 billion by 2028. The company’s first major ASIC project is expected to contribute approximately $1 billion in revenue in 2026, with substantial growth anticipated through 2027. By securing a role in TPU design—a space traditionally dominated by Broadcom and Google's internal teams—MediaTek is positioning itself as a primary beneficiary of the surging demand for custom, power-efficient AI infrastructure across major cloud service providers.
Sources (8)
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