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MediaTek is building an AI-silicon business
MediaTek, best known for the chips in a huge share of the world's phones, is now designing custom AI accelerators for hyperscalers. Its monthly revenue tracks how fast that data-center business is scaling on top of its core mobile line.
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We watch what breaks first.
Independent research on the physical bottlenecks behind the AI buildout: compute, memory, power, and networking, mapped to the public companies exposed to each.
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Source-backed constraint intelligence for the AI build.