[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  Jukan [@Jukanlosreve](/creator/twitter/Jukanlosreve) on x 22.6K followers Created: 2025-07-13 13:18:17 UTC MediaTek Industry Note: European institutional investors point out that MediaTek views cloud ASICs as a mid-to-long-term growth driver and is actively expanding its collaborations with key clients. According to their report, MediaTek is highly likely to cooperate with Meta on the development of the next-generation MTIA v4 ASIC, with mass production expected in 2028 and adoption of TSMC (2330) 2nm process. Previous versions, MTIA v1/v2/v3, were all designed by Broadcom. Compared to Google's TPU, the MTIA project requires more front-end design services and relies on SerDes IP technology support. If MediaTek successfully secures this project and achieves mass production, it will help establish its technological and market position in the cloud ASIC field. This report estimates that if the MTIA v4 project materializes, it will bring annual revenues of $3-4 billion to MediaTek from 2028 to 2029, which accounts for over XX% of its total revenue growth. Potential Collaboration on AI Glasses ASIC Furthermore, European institutional investors suggest that Meta may also collaborate with MediaTek on the development of an AI glasses-specific ASIC, potentially replacing the current Qualcomm solution. Meta is a leader in the AI glasses market, with shipments of approximately X million units in 2024, expected to reach XX million units in 2025. This project aims to enable large language model execution on devices by adopting the N3 advanced process and a four-layer stack VHM (Very High Bandwidth Mobile Memory). This ASIC is scheduled for mass production in mid-2027, and is expected to contribute approximately $X billion in revenue in 2028. (Calculated at $XXX per chip, this would imply shipments of XX million units.) European institutional investors also anticipate that this project could generate $XXX million in NRE (Non-Recurring Engineering) revenue between 2026 and 2027. Google TPU Project and Short-Term Outlook Regarding the collaboration with Google, European institutional investors expect that the TPU v7e will undergo Tape Out (design completion) in September 2025. Although the mass production timeline remains uncertain, it is likely to fall between late 2026 and early 2027, and Google's commitment to its self-developed computing architecture remains unchanged. If TPU v7e successfully reaches mass production, it is estimated to contribute $1.5-2 billion in revenue in 2027. XXXXX engagements  **Related Topics** [adoption](/topic/adoption) [meta](/topic/meta) [$7936t](/topic/$7936t) [asics](/topic/asics) [$2454tw](/topic/$2454tw) [Post Link](https://x.com/Jukanlosreve/status/1944385898784891123)
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
Jukan @Jukanlosreve on x 22.6K followers
Created: 2025-07-13 13:18:17 UTC
MediaTek Industry Note:
European institutional investors point out that MediaTek views cloud ASICs as a mid-to-long-term growth driver and is actively expanding its collaborations with key clients. According to their report, MediaTek is highly likely to cooperate with Meta on the development of the next-generation MTIA v4 ASIC, with mass production expected in 2028 and adoption of TSMC (2330) 2nm process. Previous versions, MTIA v1/v2/v3, were all designed by Broadcom. Compared to Google's TPU, the MTIA project requires more front-end design services and relies on SerDes IP technology support. If MediaTek successfully secures this project and achieves mass production, it will help establish its technological and market position in the cloud ASIC field. This report estimates that if the MTIA v4 project materializes, it will bring annual revenues of $3-4 billion to MediaTek from 2028 to 2029, which accounts for over XX% of its total revenue growth.
Potential Collaboration on AI Glasses ASIC Furthermore, European institutional investors suggest that Meta may also collaborate with MediaTek on the development of an AI glasses-specific ASIC, potentially replacing the current Qualcomm solution. Meta is a leader in the AI glasses market, with shipments of approximately X million units in 2024, expected to reach XX million units in 2025. This project aims to enable large language model execution on devices by adopting the N3 advanced process and a four-layer stack VHM (Very High Bandwidth Mobile Memory). This ASIC is scheduled for mass production in mid-2027, and is expected to contribute approximately $X billion in revenue in 2028. (Calculated at $XXX per chip, this would imply shipments of XX million units.) European institutional investors also anticipate that this project could generate $XXX million in NRE (Non-Recurring Engineering) revenue between 2026 and 2027.
Google TPU Project and Short-Term Outlook Regarding the collaboration with Google, European institutional investors expect that the TPU v7e will undergo Tape Out (design completion) in September 2025. Although the mass production timeline remains uncertain, it is likely to fall between late 2026 and early 2027, and Google's commitment to its self-developed computing architecture remains unchanged. If TPU v7e successfully reaches mass production, it is estimated to contribute $1.5-2 billion in revenue in 2027.
XXXXX engagements
