MediaTek also made major breakthroughs in the non-mobile phone sector when it received orders for 5G. According to the supply chain, AMD has attacked the new generation of high-speed computing (HPC) servers and came to Taiwan to cooperate with MediaTek. MediaTek exclusively supplies the AMD serializer and deserializer (SerDes) chips. This is the first time that MediaTek has entered the Supermicro supply chain. The two powerhouses have joined hands to seize high-speed computing opportunities.

The cloud and 5G generations promote high-speed computing business opportunities, and the market outlook is promising. International manufacturers are rushing to invest. TSMC President Wei Zhejia recently predicted at the law conference that "high-speed computing will be the driving force for TSMC's long-term growth." The supply chain pointed out that MediaTek's exclusive supply of Supermicro this time is to cast the film at TSMC. MediaTek said yesterday (20) that it would not comment on a single customer.

With the advent of the 5G era, there is an increasing demand for the use of high-speed computing systems with high-speed computing capabilities to accelerate the processing and analysis of huge data, and the application of high-speed computing has a strong growth momentum in the server industry. The market has previously reported that AMD is negotiating to acquire Xilinx, the world’s largest FPGA manufacturer. This move is seen as AMD is actively expanding its server position and expanding business opportunities in the edge computing market.

In order to seize the high-speed computing business opportunities used in servers, the supply chain revealed that Supermicro has turned to MediaTek’s customized AI SerDes high-speed die-to-die chips, which are produced by TSMC’s 5nm, and will be launched in February next year. , The fastest production in the second half of the second quarter, to solve the problem of ultra-high-speed transmission above 100G.

Industry insiders explained that high-speed SerDes are two independent devices, the transmitter (serializer) and the receiver (deserializer), which are an important barrier for cloud data traffic and analysis. The main reason is that with the increase of large-scale data centers This kind of data center usually requires a variety of different forms of network, from the server to the top of the rack router, from the rack to the rack, and long-distance transportation from data centers around or around the world, and through the high-speed SerDes chip , Will be able to solve the problem of ultra-high-speed transmission.

This year, the new crown pneumonia epidemic has accelerated the demand for digitalization and cloud applications by enterprises. The market research unit expects that global server shipments will rebound significantly this year from last year. It is estimated that they will increase year by year by 2025, with a compound annual growth rate of 6.7%.

The industry is optimistic that MediaTek’s shipments of mobile computing platforms such as 5G mobile phone chips, the Internet of Things and smart home chips were better than expected, pushing up the third quarter’s consolidated revenue to NT$97.274 billion, which greatly exceeded financial estimates. Entering the supermicro high-speed computing server application supply chain, and with the establishment of the server market growth trend, it will be able to inject MediaTek’s business capabilities.