1. Potential v10 participation
- v10 could open new customer programs, expanding MTK’s ASIC opportunity set despite a delayed v9.
MTK
MTK
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Latest: bear
Price
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Full synthesis
Viewpoint Synthesis
Bull Thesis
MTK retains upside from future ASIC opportunities, though timing and awards remain uncertain.
Bear Thesis
Competitive displacement and uncertain program awards raise MTK’s long-term ASIC revenue risk.
1. Lost and contested hyperscaler programs
- AVGO’s Anthropic win removes a sizable future program, while Apollo remains unawarded and MTK’s position is unconfirmed.
Opinion timeline
Opinion Timeline
Bull Plane
TIME
Bear Plane
No bull argument in this report.
2026-10-27
KeyBanc says AVGO has officially won Anthropic’s ASIC, a potentially sizable late- 2028/early-2029 program with ~5–10M lifetime units, while correcting its prior view that META’s Apollo training ASIC had gone to MTK; that award remains open and AVGO is stil...
2026-10-27
Back to thesis
GFS Securities Jeff Pu anticipates that v10 will open up opportunities for MediaTek.
2026-10-13
Back to thesis
2026-10-13
No bear argument in this report.
Sources and method
Research through 2026-10-27 · 2026-10-13 to 2026-10-27 · 2 source reports.
| Range | Prices through |
|---|---|
| 1W | Unavailable |
| 1M | Unavailable |
| 3M | Unavailable |
| 6M | Unavailable |
| 1Y | Unavailable |
| 2Y | Unavailable |
| 3Y | Unavailable |