MediaTek showcased AI and 6G technologies at MWC, with first-quarter revenue hitting NT$153 billion, marking a new high in 11 quarters. Analysts anticipate that MediaTek's Q2 revenue will grow by 3-4% quarter-on-quarter, with a positive announcement expected at the earnings call on the 30th. CEO Millie Chen will speak again at the COMPUTEX exhibition, potentially revealing new AI PCs and collaborations.

With subsidies from China and the effects of Trump's tariffs, the demand for MediaTek's flagship Dimensity 9400 chip has exceeded expectations, leading to an estimated annual shipping volume of 14-15 million units. While demand in the AI market continues to rise, close tariffs may pose challenges for customized chips.

At this year's COMPUTEX, MediaTek CEO Millie Chen has been invited for the second consecutive year to share the vision from edge AI to cloud computing. MediaTek is collaborating with NVIDIA to focus on the AI PC CPU GB10. Due to the increased demand for low-cost AI computing, shipments of supercomputers equipped with GB10 are projected to reach 2 million units this year, marking the start of MediaTek's expansion into the AI PC market.