Industry insiders: promising demand for network chips and ASIC customized chips

According to the DigiTimes, the back-end manufacturer sources said that thanks to the progress of 5G, AIoT Internet of Things and Wi Fi technology, the demand for network chips and ASIC custom chips has a bright future.

According to sources, MediaTek's network chips and PMICs rely on Sunrise and its affiliated company SPIL to meet most of its back-end needs; Testing companies Jingyuan Electronics and Sigurd also closely cooperate with MediaTek Group.

Network chips are less affected by market fluctuations, and testing companies are optimistic about MediaTek, as well as Loda, Aix, and Jiuyang Electronics, which are gaining huge business opportunities from North American network infrastructure construction. Sources say that Richtek, another company of MediaTek Group, will also gain business opportunities in the AIoT and data center segments for its PMIC chips.

It is reported that Amida, a developer of testing tools and systems, has established a close cooperation relationship with MediaTek and Ruiyu. According to sources, in addition to PMIC testing tools, Amida also provides testing systems for hybrid signal ICs, high-power IPMs for automobiles, and IGBT modules.

The US government recently pledged to invest $42 billion to promote the development of the North American broadband infrastructure market. According to sources, MediaTek's Wi Fi 7 SoC is expected to provide products for the US market. In addition, the company has always been a major player in the high-end ASIC field and has been developing new chips using artificial intelligence technology.