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GlobeNewswire All Public CompaniesCodex · 实盘不做把握 5/10不做原因:证据不足🔁 +1 同一事件
北京时间·🕒 发布 20:30:00·⟳ 抓取 20:32:48·⚡ 决策 08-31 20:38:41 +5m53s·57.0 天前

英伟达向联发科可转债投资35亿美元并扩大AI平台合作

事件方向偏利好联发科,但NVLink Fusion合作在2025年已公开,新增35亿美元可转债缺少条款和业绩量化,且本轮未取得可执行报价,不能输出ENTER。

📄 原文GlobeNewswire All Public Companies↗ 原文
NVIDIA and MediaTek Deepen Long-Standing Partnership to Build AI Edge to Cloud Computing Platforms
Companies Expand Collaboration Across Multigenerational Cloud AI Factories, Local AI Computing and Automotive MediaTek…
不做 联发科(2454.TW)
直接利好但缺少可执行行情、可转债条款和收入量化;NVLink Fusion合作又有2025年旧预期,暂不下单。
不做 英伟达(NVDA.US)
事件对英伟达生态正面但相对超大市值和既有AI叙事增量不足,且未披露新增订单或收入指引。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)

研究档案

结论摘要

本次新闻稿确认英伟达与联发科合作深化并披露35亿美元可转债投资,利好联发科AI ASIC和汽车平台叙事;但NVLink Fusion生态中联发科作为首批伙伴在2025年已公开,本次没有订单、收入指引或转换条款,无法估算每股权益和短期业绩弹性。英伟达自身市值过大,软合作催化难以形成可交易增量;联发科虽更直接,但缺少真实可执行行情和关键条款,因此不做。

🔎 新鲜度:最早出现 2026-08-31 · 扩散 medium · price-in 风险 medium ↗ ↗ ↗

消息传播链

  1. 2026-08-31 08:30 ET首发GlobeNewswire/NVIDIA一手源原文 ↗
    英伟达官方经GlobeNewswire发布合作深化和35亿美元联发科可转债投资。
  2. 2025-05-18其它NVIDIA Newsroom原文 ↗
    旧背景:英伟达在2025年已宣布NVLink Fusion,联发科当时已列为首批采用伙伴之一;该节点不是本次催化首发。

关键理由

  • 联发科是本次公告中最直接受益方,合作从AI基础设施延伸到PC和汽车,强化其定制ASIC叙事。
  • 英伟达35亿美元可转债投资提高合作绑定度,但新闻稿未披露转换价格、期限或对联发科每股权益的净影响。
  • 量级上35亿美元投资金额本身较大,但不是收入;本事件新增可触达收入、利润率和量产节奏均未披露,无法计算对联发科收入、利润或市值的可靠增量。

主要风险

  • NVLink Fusion与联发科合作在2025年Computex已公开,本次更像深化与融资绑定,存在预期差不足风险。
  • 若可转债转换条款对现有股东摊薄明显,或合作无法转化为客户订单,联发科短线利好可能被削弱。

反向证据

  • 做多前查反向 · 来源 web · 日期 2026-08-31 · 影响 weakens
    新闻稿明确提示该合作公告不构成业务、经营、财务、收入或盈利预测,商业结果存在不确定性。
    检索:MediaTek NVIDIA NVLink Fusion partnership revenue forecast risk convertible bonds no forecast 原文 ↗
  • 做多前查反向 · 来源 web · 日期 2025-05-18 · 影响 weakens
    联发科作为NVLink Fusion首批合作伙伴在2025年已公开,本次合作深化存在旧预期基础。
    检索:NVIDIA MediaTek NVLink Fusion Computex 2025 first adopters 原文 ↗

先例如何影响了这次决策

对本次决策的影响:先例不足使本次不宜给出止盈止损和仓位;叠加报价缺失,最终选择AVOID。

方向:没有足够高相似、同市场、同机制且首发锚定干净的先例可用于确认短线胜率。

涨幅量级:缺少可用于校准联发科在类似英伟达战略投资加平台合作事件后1/3/5日反应的样本。

形态:可迁移的风险是软合作和旧平台生态公告容易出现预期差不足,而非明确订单驱动。

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原文全文

展开原文 · 12,025 字
Companies Expand Collaboration Across Multigenerational Cloud AI Factories, Local AI Computing and Automotive
MediaTek to Adopt New NVIDIA NVLink Fusion Platform, Helping Customers Take Custom XPUs to NVIDIA NVLink-Connected, Rack-Scale AI Factories
SANTA CLARA, Calif., Aug. 31, 2026 (GLOBE NEWSWIRE) -- NVIDIA and MediaTek today announced a deepening of their longstanding collaboration to build the next generations of AI computing platforms — spanning AI infrastructure, local AI computing and automotive.
As part of the expanded collaboration, MediaTek will adopt the NVIDIA NVLink Fusion™ platform to provide hyperscalers, cloud service providers and frontier model developers with a prevalidated path to develop custom XPUs and bring them into NVIDIA NVLink™-connected, rack-scale AI factories.
The companies combine NVIDIA’s accelerated computing, AI, graphics and software platforms with MediaTek’s leadership in custom silicon, high-performance computing, power-efficient system-on-chip (SoC) design, advanced packaging, interconnects and connectivity.
NVIDIA has also invested $3.5 billion in convertible bonds issued by MediaTek.
NVIDIA and MediaTek are collaborating in three major areas:
AI infrastructure:
MediaTek will work with NVIDIA’s NVLink Fusion ecosystem to enable customers to develop custom AI infrastructure designed to integrate with NVIDIA rack-scale systems and AI factories.
Local AI computing:
The companies will continue to collaborate on multiple generations of NVIDIA RTX Spark™ and DGX Spark™ PC chips, powering consumer PCs, AI developer supercomputers and enterprise-class workstations, that integrate NVIDIA GPUs with MediaTek SoCs.
Automotive:
MediaTek and NVIDIA will continue developing platforms for AI-powered, software-defined vehicles in the era of physical AI.
“AI is transforming every computing platform — from the world’s largest AI factories to the PC and the car,” said Jensen Huang, founder and CEO of NVIDIA. “MediaTek is one of the world’s great semiconductor companies, with exceptional expertise in system-on-chip design, connectivity, leading performance and power efficiency. Together, we’re building platforms that bring NVIDIA accelerated computing to new markets and give customers the freedom to create differentiated AI systems at enormous scale.”
“MediaTek and NVIDIA share a vision for making advanced AI computing pervasive across the technology landscape,” said Rick Tsai, vice chairman and CEO of MediaTek. “NVIDIA’s investment strengthens a collaboration that spans cloud AI infrastructure, local AI computing and automotive in the era of physical AI. By combining NVIDIA’s leadership in accelerated computing and AI software ecosystem with MediaTek’s expertise in a diverse AI technology portfolio from edge to cloud, and our leadership position in custom silicon, we can accelerate innovation for our customers.”
Building Custom AI Infrastructure With NVLink Fusion Platform
MediaTek will offer the NVLink Fusion platform as a design foundation for customers developing custom AI accelerators, enabling their platforms to evolve alongside future NVIDIA architectures.
The NVLink Fusion platform provides a prebuilt, prequalified and system-prevalidated foundation for multi-die XPU development — accelerating the path from silicon and advanced packaging to rack-scale systems.
The NVLink Fusion platform brings together the critical technologies surrounding a custom XPU, including:
NVIDIA NVLink Fusion chiplet
, connecting XPUs to the NVIDIA NVLink scale-up fabric using NVIDIA photonics or electrical interconnects.
NVIDIA NVLink-C2C
, providing high-bandwidth, energy-efficient connectivity between XPUs, NVIDIA Rosa CPUs and other compatible processors.
NVIDIA NVHBM
, integrating customized memory capabilities to increase bandwidth and energy efficiency while dedicating more silicon area to compute.
Building a custom accelerator is only the beginning of deploying custom XPUs in rack-scale AI factories. Integrating multi-die architectures, advanced packaging, high-speed SerDes, HBM, I/O and scale-up networking into a manufacturable, production-ready system requires extensive chip-to-rack engineering, qualification and supply-chain support.
Rather than engineering and qualifying every element surrounding a custom XPU from the ground up, customers can focus resources on the differentiated compute that defines their platforms while relying on NVIDIA and MediaTek for the NVLink connectivity, memory architecture, packaging, manufacturing and rack-scale technologies required for production deployment.
Customers can bring their XPU designs to MediaTek and tailor connectivity, memory, packaging, performance and power characteristics to their workloads and infrastructure requirements.
Additionally, MediaTek is part of the broader NVIDIA NVLink Fusion ecosystem, which enables hyperscalers, cloud service providers and frontier model developers to seamlessly connect custom XPUs to NVIDIA’s AI infrastructure.
With NVLink Fusion, partners can leverage NVIDIA’s proven scale-up and scale-out technology stack and ecosystem, as well as the NVIDIA MGX™ rack-scale architecture, to reduce development complexity, increase performance and accelerate time to market for semi-custom AI factories.
Bringing Supercomputers to Local AI Computing
NVIDIA and MediaTek are collaborating to advance local AI computing for the era of generative and agentic AI, combining NVIDIA’s leadership in accelerated computing with MediaTek’s expertise in high-performance, power-efficient system-on-chip design.
MediaTek collaborated with NVIDIA on the GB10 Grace Blackwell Superchip that powers NVIDIA DGX Spark, which combines an NVIDIA Blackwell GPU and Grace CPU connected by NVLink-C2C to bring powerful AI capabilities to edge systems. The companies have extended their collaboration with NVIDIA RTX Spark to power the next generation of consumer PCs redefined for the AI era.
Advancing the AI-Defined Vehicle in the Era of Physical AI
Additionally, NVIDIA and MediaTek are collaborating across multiple generations to advance AI-powered, software-defined vehicles, combining MediaTek’s automotive system-on-chip design leadership with NVIDIA’s accelerated computing, AI, graphics and software.
MediaTek Dimensity Auto platforms integrate NVIDIA technologies to deliver advanced AI and NVIDIA RTX™ graphics for intelligent vehicle cockpits and can work alongside NVIDIA DRIVE AGX™. The companies continue to build on this foundation across future generations, creating a scalable architecture for increasingly intelligent, AI-defined vehicles.
About MediaTek
MediaTek (TWSE: 2454) is a global leader in fabless semiconductor design, powering AI from the edge to the cloud.
About NVIDIA
NVIDIA
(NASDAQ: NVDA) is the world leader in AI and accelerated computing.
For further information, contact:
Allie Courtney
Corporate Communications
NVIDIA Corporation
press@nvidia.com
Toshiya Hari
Investor Relations
NVIDIA Corporation
ir@nvidia.com
Kevin Keating
Director of Communications
MediaTek
PR@mediatek.com
MediaTek Forward-Looking Statements
The information contained in this press release relates solely to the business collaboration between MediaTek and NVIDIA and is intended to describe the nature and context of the collaboration between MediaTek and NVIDIA. It does not constitute, and should not be construed as, any business, operational, financial, revenue, earnings, or other forecast information under applicable Taiwan laws and regulations. The implementation, success, and commercial outcome of the collaboration, including any related product development activities, are subject to various uncertainties and risks. Important factors include the impact of competitive products and pricing, timely acceptance of products design by our customers, timely introduction of new technologies, ability to ramp new products into volume, industry wide shifts in supply and demand for semiconductor products, market oversupply, availability of manufacturing capacity, financial stability in end markets, potential difficulties in talents retention, unexpected costs and expenses, global economic conditions or non-economic conditions and any other risks factors. MediaTek makes no representation, warranty, or assurance regarding the achievement of any anticipated objectives, milestones, performance, or results arising from the collaboration. Investors are advised to exercise independent judgment and conduct their own evaluation before making any investment decision. Any investment decision should not be based solely on the information contained in this press release.
MediaTek, MediaTek logo, and Dimensity Auto are trademarks and/or registered trademarks of MediaTek Inc. All other company names, product names, service marks, and logos referenced herein may be trademarks or registered trademarks of their respective owners.
NVIDIA Forward-Looking Statements
Certain statements in this press release including, but not limited to, statements as to: expectations with respect to NVIDIA’s partnership with MediaTek, and the benefits and impact thereof; expectations with respect to growth, performance, availability, and benefits of NVIDIA’s products, services and technologies, and related trends and drivers; expectations with respect to technology developments, and related trends and drivers; projected market growth and trends; expectations with respect to AI and related industries; and other statements that are not historical facts are forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, which are subject to the “safe harbor” created by those sections based on management’s beliefs and assumptions and on information currently available to management and are subject to risks and uncertainties that could cause results to be materially different than expectations. Important factors that could cause actual results to differ materially include: global economic and political conditions; NVIDIA’s reliance on third parties to manufacture, assemble, package and test NVIDIA’s products; the impact of technological development and competition; development of new products and technologies or enhancements to NVIDIA’s existing products and technologies; market acceptance of NVIDIA’s products or NVIDIA’s partners’ products; design, manufacturing or software defects; changes in consumer preferences or demands; changes in industry standards and interfaces; unexpected loss of performance of NVIDIA’s products or technologies when integrated into systems; NVIDIA’s ability to realize the potential benefits of business investments or acquisitions; and changes in applicable laws and regulations, as well as other factors detailed from time to time in the most recent reports NVIDIA files with the Securities and Exchange Commission, or SEC, including, but not limited to, its Annual Report on Form 10-K and Quarterly Reports on Form 10-Q. Copies of reports filed with the SEC are posted on NVIDIA’s website and are available from NVIDIA without charge. These forward-looking statements are not guarantees of future performance and speak only as of the date hereof, and, except as required by law, NVIDIA disclaims any obligation to update these forward-looking statements to reflect future events or circumstances.
© 2026 NVIDIA Corporation. All rights reserved. NVIDIA, the NVIDIA logo, DGX Spark, NVIDIA DRIVE AGX, NVIDIA MGX, NVIDIA RTX, NVIDIA RTX Spark, NVLink and NVLink Fusion are trademarks and/or registered trademarks of NVIDIA Corporation in the U.S. and other countries. Other company and product names may be trademarks of the respective companies with which they are associated. Features, pricing, availability and specifications are subject to change without notice.
A photo accompanying this announcement is available at
https://www.globenewswire.com/NewsRoom/AttachmentNg/9ff19a72-0175-464d-ba74-65af8810bd59

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