MediaTek's consensus growth seen at 65-85% on TPU demand, analyst says
BenBajarin · x · 2026-09-24
TechInsights chief analyst Ben Bajarin notes that consensus growth expectations for MediaTek over the next few years are "wild" thanks to TPUs — ranging 65-85% depending on whose model you look at.
He adds that if MediaTek were listed on a US exchange, the stock "would riiippppppppp." A sign that Google's custom TPU supply chain is becoming a significant growth driver for chipmakers.
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