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MediaTek (2454.TW) is the world's largest fabless semiconductor company by volume, headquartered in Hsinchu, Taiwan.
Named counterparties identified by open-source research and written only where a primary source states the relationship — never inferred from sector or co-mention. 1 customer-side. This is a partial view: it covers the relationships we could evidence, not the company's full supply base.
MediaTek's own release (2025-10-14) states MediaTek co-designed the GB10 Grace Blackwell Superchip that powers NVIDIA's DGX Spark, contributing CPU, memory-subsystem and high-speed-interface design around the Grace Arm CPU, part of a 'long-standing partnership'. No licensing fee, unit volume, or revenue share disclosed. Re-checked 2026-09-23 (wake-minerals-buyers, step 0.5): source_url still live, still states MediaTek 'teamed with NVIDIA on the design of the GB10 Grace Blackwell Superchip' contributing CPU/memory-subsystem/high-speed-interface design, and cites a 'long history of collaboration with NVIDIA' -- confirmed, no change.
Scope. Absence of a counterparty here is not evidence that none exists — most commercial sourcing is confidential and never becomes public. Rows without a share figure mean no share was disclosed, not that the relationship is small.
Every exposure is read as a buyer dependency; the top 3 are its binding chokepoints.
As a buyer, policy pressure across its consumed materials is rising.
Descriptive trend in official policy actions on this company’s materials — a policy-pressure trend, not a price or trading signal. No forward probability is implied. Direction is measured on actions we have discovered, and discovery lags events: where the recent window is too thin to support a calm reading, the row says coverage-limited instead of easing.
🇹🇼 TW accounts for 100% of severity-weighted pressure.