MediaTek CEO: NVLink partnership with Nvidia already has customers, TSMC capacity secured

MediaTek CEO Rick Tsai said the company’s cooperation with Nvidia on NVLink Fusion already has customers, offering an early sign of commercial potential for the partnership.

Tsai described Nvidia’s investment of more than NT$100 billion in MediaTek as highly strategic. He said Nvidia and Alphabet, two important ecosystem partners, had both joined as investors, increasing the investment’s strategic significance and showing confidence in MediaTek and Taiwan’s artificial-intelligence industry.

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TSMC is no problem.

Asked whether MediaTek could secure production capacity at Taiwan Semiconductor Manufacturing Co. while capacity remains tight, Tsai responded with confidence: “TSMC is no problem.”

On the NVLink cooperation, Tsai referred to Nvidia CEO Jensen Huang’s earlier statement that customers were already involved. He said he had complete confidence in the project. Combining Nvidia’s latest NVLink Fusion platform with MediaTek’s ability to develop customized XPUs could allow customer products to reach the market quickly, move into mass production and generate revenue and profit.

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Nvidia’s investment in MediaTek is very strategic.

Alphabet, Google’s parent company, has also subscribed to MediaTek’s overseas convertible bonds. Tsai declined to discuss whether that investment signaled a closer relationship with a specific customer, but said MediaTek’s progress in AI, technology and execution had strengthened its position in the industry.

He maintained the company’s expectation that its AI ASIC business will contribute more than $2 billion in revenue during the fourth quarter. Tsai also said research and development investment in the technology industry has no endpoint because the industry continues to advance. MediaTek, he said, will not halt its research spending and may accelerate it further.

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With Nvidia’s latest NVLink Fusion platform and MediaTek’s ability to develop customized XPUs, customer products can quickly reach the market and enter mass production, generating revenue and profit.