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MediaTek

2 statements across 2 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Nov 15, 2022 by Ben Gilbert · said 9 times in 3 episodes since 2022 · across every show →

Mentions by year

brought up most by David Rosenthal (4), Ben Gilbert (4), Morris Chang (1)

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2025 6 mentions in 2 episodes 3 per episode
2022 3 mentions in 1 episode

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Everything said about MediaTek, oldest first

Nov 15, 2022 bearish
Assertion Supported
MediaTek Surpassed Qualcomm in Total Semiconductor Unit Shipments
“MediaTek systems are way cheaper than Qualcomm. And I think they actually just surpassed Qualcomm in terms of number of units shipped.”
Ben Gilbert Nov 15, 2022 ▶ 2:13:48 Qualcomm · Acquired
Jan 21, 2025 positive
Assertion Partly supported
UMC Spun Out Its Chip Design Unit to Create MediaTek
“They spin out their chip design business later. That becomes MediaTek. Yeah, which is a fifty billion dollar company today.”
David Rosenthal Jan 21, 2025 ▶ 53:39 TSMC · Acquired
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