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rick tsai

T2 · manager / operator

CEO of MediaTek, Taiwan's largest fabless semiconductor company, expanding into data center and AI silicon.

1 call·1 name·100% bull·last heard 25 days ago·Bloomberg Tech
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no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

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$MDTKFMediaTek

MediaTek gets $3.5B Nvidia investment to accelerate XPU interconnect IP and data center push

Nvidia's convertible bond investment gives MediaTek capital and NVLink integration to challenge Broadcom/Marvell in custom data center silicon, with proceeds targeted at interconnect IP development.

Bloomberg Tech2026-08episode →

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MediaTek
MEDrick tsai·Bloomberg Tech·25 days ago·Nvidia Deepens Chip Ties With $3.5 Billion MediaTek Bet | Bloomberg Tech 8/31/2026
MediaTek gets $3.5B Nvidia investment to accelerate XPU interconnect IP and data center push
Nvidia's convertible bond investment gives MediaTek capital and NVLink integration to challenge Broadcom/Marvell in custom data center silicon, with proceeds targeted at interconnect IP development.
"WE WILL DEFINITELY INVEST IF ANYTHING MORE INTO THE TECHNOLOGY IN THE IP FOR INTERCONNECTS. I THINK THE KEY HERE IS REALLY THE COLLABORATION AGREEMENT THAT WE HAVE BUILT AND EXPEN…"
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