MediaTek's AI Ambitions Get Lift from Nvidia, Alphabet Backing

Dow Jones
3小時前

0336 GMT - MediaTek's push into custom AI chips could gain momentum after Nvidia and Alphabet backed its $3.9 billion convertible bond sale, strengthening a partnership that Morgan Stanley analysts say may help the Taiwanese company win additional customers. Morgan Stanley says the deeper alliance strengthens MediaTek's position in AI infrastructure and could improve its chances of winning a second or even third cloud-service provider as a customer for its custom-chip business. That could provide upside to the company's long-term AI revenue outlook. The brokerage maintains its overweight rating on MediaTek and says the company could also benefit from a closer relationship with Alphabet on AI chip development.

 

應版權方要求,你需要登入查看該內容

免責聲明:投資有風險,本文並非投資建議,以上內容不應被視為任何金融產品的購買或出售要約、建議或邀請,作者或其他用戶的任何相關討論、評論或帖子也不應被視為此類內容。本文僅供一般參考,不考慮您的個人投資目標、財務狀況或需求。TTM對信息的準確性和完整性不承擔任何責任或保證,投資者應自行研究並在投資前尋求專業建議。

熱議股票

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10