大摩维持联发科目标价，TPU v9 流片延期引担忧JPM keeps MediaTek target as TPU v9 tapeout delay weighs
市场消息显示，联发科 2027 年中期目标价维持在 5,600 新台币，现价约 4,150 新台币；其股价受到 TPU v9 流片延期担忧，以及 TPU v10 AI ASIC 订单归属不确定性的压制。摩根大通对联发科的 TPU 业务维持建设性看法，指向未来 3 至 5 个月内可能落地的 TPU v10 AI ASIC 订单，同时提及供应端情况。Market chatter noted a mid-2027 price target of NT$5,600 for MediaTek versus a current price of about NT$4,150, with the stock pressured by fears of a TPU v9 tapeout delay and uncertainty over the TPU v10 AI ASIC award. JPMorgan remains constructive on MediaTek's TPU business, pointing to a potential TPU v10 AI ASIC award within the next 3-5 months, and also referenced supply-side conditions.
