Long2454.TWJun 2026
MediaTek Inc.
MediaTek is a leading fabless semiconductor designer with a growing custom-AI-chip opportunity tied to Google's tensor processing units. The company is helping develop Google's…
2454.TW
Which hedge funds are long 2454.TW?
5 published ideas on MediaTek Inc. across 4 funds — 5 long and 0 short.
Each entry below comes from a hedge fund's own investor letter, not a 13F filing, so it carries the reasoning behind the position on MediaTek Inc.: the full thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
Funds with a position view
Long theses
Long2454.TWJun 2026
MediaTek Inc.
MediaTek is expanding its role as a supplier to Google's cloud and AI infrastructure. Stronger expectations for Tensor Processing Unit adoption support a steeper revenue ramp…
Long2454.TWJun 2026
MediaTek
MediaTek contributed during the quarter as investors became more optimistic about AI infrastructure spending. BlackRock specifically highlights custom application-specific…
Long2454.TWJun 2026
MediaTek Inc.
Ariel sees MediaTek expanding its role as a supplier to Google's cloud and AI infrastructure. Faster adoption of Tensor Processing Units and the company's profitable cloud ASIC…
Long2454.TWJun 2026
MediaTek Inc.
MediaTek is expanding its role as a supplier to Google's cloud and AI infrastructure. Stronger expectations for Tensor Processing Unit adoption support a steeper revenue ramp…