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MediaTek and Alchip forecast significant revenue growth from 3nm AI ASIC and data center projects
Sunday, March 1, 2026 at 03:46 AM
MediaTek expects its AI ASIC business to become its second-largest revenue driver by 2027, targeting a market share of 10-15%. The company predicts data center ASIC revenue will exceed $1 billion this year. Meanwhile, GUC has secured next-generation CPU orders from major cloud service providers, and Alchip is set to begin mass production of 3nm AI chips for North American clients in Q2, projected to generate $1 billion in revenue.
Context
MediaTek is positioning its AI ASIC business as a primary growth driver, forecasting revenue to exceed $1 billion in 2026 and reach multiple billions by 2027. The company aims for a 10% to 15% share of a data center ASIC market now projected to reach $70 billion by 2028. Key catalysts include a second major data center project slated for 2028 and strategic collaborations with Nvidia on superchips and Google on next-generation accelerators like Ironwood.
Simultaneously, Alchip and GUC are ramping up high-value 3nm projects for North American cloud giants to reduce reliance on Nvidia. Alchip expects its first 3nm AI accelerator to enter mass production by Q2 2026, targeting billions in total revenue from the project. Meanwhile, GUC is reportedly supporting Google’s 3nm Axion CPU and has secured a massive order for Tesla’s AI5 chip, booking 50,000 CoWoS wafers for 2027. This shift toward custom silicon allows providers to optimize total cost of ownership while meeting surging demand for specialized AI infrastructure.
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