Focus Stock Dafa Surges to Limit-Up as MediaTek’s Nvidia Tie-Up Lifts Shares

Dafa shares surged to Taiwan’s daily price limit after Nvidia committed $3.5 billion to MediaTek convertible bonds. The move strengthened expectations that MediaTek’s resources could help its affiliate expand in AI infrastructure markets.

Dafa, in which MediaTek holds an investment, locked at NT$667 shortly after the market opened. By about 10:53 a.m., roughly 357 lots had traded, while more than 870 lots remained queued to buy at the limit price.

Nvidia and MediaTek plan to deepen cooperation across edge AI and cloud AI, including AI infrastructure, edge computing and automotive products associated with the physical AI sector. Dafa said its high-speed transmission and connectivity technologies have entered AI infrastructure and major cloud-service-provider supply chains.

The company reported second-quarter consolidated revenue of NT$6.29 billion, up 13.9% from a year earlier and 15.3% from the previous quarter. July revenue also reached a monthly record. Dafa attributed the momentum to stronger AI data-center-related revenue, new wireless edge AI products and the expansion of Bluetooth technology into broader transmission applications.

Dafa expects revenue to continue growing steadily in the third quarter. It also forecasts optical communications revenue to increase more than fourfold this year, driven by single-channel 100G products, and said the business could grow more than threefold again next year.