台湾最大芯片设计商联发科首席执行官蔡力行周五表示，人工智能（AI）需求的增长“绝对”会持续，尽管增长速度可能会有所不同。以下是该公司第三季度财报电话会议的一些细节：蔡力行表示，市场对该公司首款AI加速器的需求依然强劲，首批出货已于上月开始，将在第四季度产生25亿美元的营收。他说，第二款AI accelerator（AI加速器）项目的大规模生产预计将按计划在2028年第一季度进行。
Demand growth for AI will continue "for sure" although the rate may vary, said Rick Tsai, CEO of Taiwan's largest chip designer MediaTek , on Friday. Here are some details from the company's third quarter earnings call:
该公司报告第三季度营收为1681亿新台币（合51.6亿美元），较上年同期增长18.3%。净利润同比增长10.8%，达到282亿新台币。
Tsai said demand for its first AI accelerator remains strong, with initial shipments starting last month to generate $2.5 billion of revenue in Q4 For the second AI accelerator project, high-volume production is on track for Q1 of 2028, he said The company reported third-quarter revenue of T$168.1 billion ($5.16 billion), up 18.3% from a year earlier.
联发科在8月表示，该公司发行了创纪录的39亿美元海外可转换债券，其中英伟达（NVDA.O）投资了35亿美元。Alphabet（GOOGL.O）也参与了此次发行。该公司一直在减少对智能手机的依赖，并旨在成为各大云服务商的重要定制AI芯片供应商。联发科是全球最大晶圆代工厂台积电（2330.TW）的客户，也是台湾证券交易所市值第二高的公司，市值达2000亿美元。
Net income rose 10.8% year-on-year to T$28.2 billion. MediaTek said in August it issued a record $3.9 billion in overseas convertible bonds, of which Nvidia (NVDA.O) invested $3.5 billion. Alphabet (GOOGL.O) also participated in the offering The company has been reducing its reliance on smartphones and aims to become a significant supplier of custom AI chips to major cloud providers MediaTek, a customer of the world's largest contract chipmaker TSMC (2330.TW), is the second-most valuable company on the Taiwan stock exchange, with a market capitalisation of $200 billion "TSMC is our most important partner, we are working with them closely in every part of the technology chain," Tsai said MediaTek shares closed down 3.2% on Friday ahead of the results.
“台积电是我们最重要的合作伙伴，我们在技术链的每一个环节都与他们紧密合作，”蔡力行说。在财报发布前，联发科股价周五收盘下跌3.2%。今年以来，该股已上涨174%，而台湾股市基准指数（.TWII）的涨幅为56%。
They have risen 174% this year, compared with a 56% gain in Taiwan's benchmark index (.TWII).