Svmuu News: Citrini analyst jukan posted on X, stating that according to supply chain sources, it is virtually confirmed that MediaTek has secured a second ASIC client in addition to Google. Barring any unforeseen circumstances, this client is expected to be Meta, as previously rumored. As is customary, MediaTek does not publicly comment on individual products, client information, or market rumors. Qualcomm currently appears to hold key major clients such as Meta, Microsoft, and ByteDance, but industry observers believe that MediaTek, by continuing to deepen its collaboration with Google and having the opportunity to secure a second client, is not at a disadvantage. Semiconductor supply chain sources say that, judging by the order outlook and generational transition pace of major cloud service providers for AI data centers and ASIC products, Google remains the major client with the strongest momentum and most proactive stance. MediaTek not only has two products codenamed “Zebrafish” and “Humufish,” but according to market intelligence and industry insiders familiar with ASICs, its participation in the v9-generation “Triggerfish” is virtually confirmed. This means that from late 2026 through 2028—and potentially extending into 2029—MediaTek can expect a steady revenue contribution from TPU mass production. Compared to Qualcomm’s 2029 cloud AI revenue target of $15 billion, it is only a matter of time before MediaTek—which holds multiple TPU ASIC orders—reaches the $10 billion level. The industry is also watching to see if MediaTek can successfully secure a second major cloud service provider as a key client. Based on earlier market reports and recent supply chain confirmations, MediaTek is still actively collaborating with Meta on ASIC products, with the partnership likely centered on AI acceleration chips. Meta has recently entered into partnerships with both Arm and Qualcomm, but these collaborations are focused on CPUs; there is still no concrete news regarding cooperation on in-house AI acceleration chips. Sources in the IC design industry note that Meta’s recent cloud AI development strategy has indeed been somewhat chaotic and unclear, with internal chip development plans undergoing repeated adjustments. In the CPU sector alone, the company has sought multiple partners and adopted various approaches. Regarding AI acceleration chips, although Meta has previously officially announced a partnership with Broadcom, supply chain sources indicate that this has not interrupted the ongoing collaboration between MediaTek and Meta. IC design industry sources also emphasized that MediaTek’s and Qualcomm’s cloud AI development roadmaps remain distinctly different: MediaTek is concentrating all its resources on its ASIC business, while Qualcomm plans to pursue both customization and standardization simultaneously, covering both AI accelerator chips and CPU products.