MediaTek Bets Big on India’s Digital Infrastructure 

MediaTek’s expansion into data center infrastructure marks one of its fastest‑growing businesses and a strategic pillar in extending AI innovation from the edge to the cloud. This closely aligns with India’s data center ambition. 

The company has raised its AI Data Center ASIC revenue guidance to $2B for 2026, while eyeing a $70–80 billion total addressable market by 2027 and targeting 10–15 per cent of that opportunity. Anku Jain, MD, MediaTek India is confident about India’s growing data center prowess. “AISC will drive significant revenue by year‑end and become a huge growth engine for MediaTek. Demand from India is still at an evolving stage.” 

Data centres are also emerging as critical national infrastructure, playing a central role in economic growth, digital sovereignty, and global competitiveness.

“India offers a compelling value proposition for data centre investments, driven by lower construction costs, access to cost-efficient power, and a highly competitive talent base. This advantage is further reinforced by improving power and connectivity infrastructure, a maturing supplier ecosystem, and increasing availability of land and supportive policy frameworks. At the same time, demand for data centres continues to intensify, supported by the same structural digital drivers across industries. Together, these factors position India as a high-growth, structurally advantaged market, with the potential to evolve into a key global digital infrastructure hub,” said Rohan Rao, partner, Deal Advisory, KPMG in India.

India’s data centre market is witnessing rapid capacity expansion, driven by strong digital demand tailwinds and a surge in infrastructure investments. Its competitiveness is anchored in structural cost advantages and strengthening infrastructure, while demand continues to accelerate on the back of multiple converging digital and regulatory drivers. Large-scale investments, coupled with sustainability-led innovation, are accelerating the evolution towards high-density, AI-ready data centre infrastructure. At the same time, AI is fundamentally reshaping data centre architecture, driving a shift towards ultra-dense, high-performance, and more efficient infrastructure.

An estimated USD90 billion opportunity is expected to emerge by FY35 across the end-to-end data centre value chain, extending well beyond core capacity build-outs into adjacent infrastructure and services, according to a report by KPMG.

Delivering next-generation infrastructure increasingly requires deeper supplier collaboration and a more integrated, innovation-led ecosystem. This momentum is further reinforced by a strong and evolving policy framework that is enabling infrastructure development, AI adoption, and data governance. Targeted policy incentives and reforms are strengthening investment inflows while unlocking the next phase of ecosystem-led growth.

“The reason customers are coming to MediaTek is not just one capability, but the full stack: custom ASIC design, advanced process technology, packaging, memory, interconnect, and rack-level integration. MediaTek began this journey over a decade ago and has built the technology portfolio and ecosystem relationships needed to help hyperscale customers optimize performance per watt, performance per TCO, and time to market,”  MediaTek’s Vince Hu had highlighted at Computex 2026.

MediaTek is one of the few companies in the world that delivers the entire stack, from custom ASIC through packaging, interconnect, and full rack-level integration. 

Beyond Data Centers

MediaTek’s vision for the next five to six years is anchored in high performance computing. The company sees enormous promise in delivering HPC solutions both for enterprises and end users, aiming to optimize performance and efficiency at scale. This is not just an R&D ambition, “Some initiatives have already been announced, highlighting our readiness to compete in this transformative space.”

The AI PC segment, first unveiled at Computex, is part of this broader strategy. While growth is still evolving, it reflects MediaTek’s commitment to shaping next‑generation computing where AI and advanced silicon converge. Together, HPC and AI PCs represent the company’s push beyond smartphones into infrastructure that will define the digital economy.

Furthermore, MediaTek powers many two-wheelers in the country, including the Kinetic Green Flex and Kinetic Green E-Luna X1, which are both EVs. Jio Things and MediaTek collaborated on a 4G Smart Android Digital Cluster and Smart Module for two-wheeler EVs. It works with Indian automakers designing four-wheel vehicles, powering infotainment systems. Some of the vehicles using MediaTek’s infotainment solutions include Tata Punch.eV and Skoda Slavia.

“We are offering all these kinds of futuristic technologies. In the automotive space, there is more demand in the country and there will be products coming up. The automotive segment in India is going to be of top priority for us. We are working with many partners but won’t be announcing anything soon. Globally, automotive is one of the top revenue generators for us,” Jain added.