Goldman Sachs: Asia Leaders Conference Day 2 Takeaways, MediaTek In Focus & AI Infrastructure

Goldman Sachs' The 720 provides key takeaways from Day 2 of the Asia Leaders Conference 2026, highlighting corporate AI investment cycles across internet, technology, auto, and consumer sectors. Key focal points include MediaTek's US$3.5bn Nvidia-anchored deal and monthly Conviction List updates in the US and Europe.

Key Takeaways

• 1.MediaTek's expanded partnership with Nvidia and US$3.5bn investment from Nvidia strengthens its custom AI ASIC and advanced packaging positioning.
• 2.Chinese internet and tech leaders (Tencent, Alibaba, Kingsoft Cloud, Z.AI) are prioritizing AI infrastructure capex and compute scaling, supported by core cash generation and accelerating cloud/ARR growth.
• 3.Auto and robotics suppliers (BYD, Hesai, Hyundai Mobis, XPeng, Lingyi, MinebeaMitsumi) are accelerating physical AI hardware and autonomous driving integration.

Table of Contents

• In Focus | Mediatek
• Asia Leaders Conference Takeaways | Internet, Tech, Consumer, Autos, Financials, Healthcare
• Internet
• Technology
• Refining
• Autos
• Consumer
• Financials
• Healthcare
• Telcos
• Results | Yingliu, CR MixC, Angelalign
• Around the World | US & EU Conviction Lists, US Semis
• Asia Leaders Conference 2026
• Disclosure Appendix

Report data

Asia Leaders Conference 2026

Reports in this series

The 720 is shown in chronological order through this edition, published on September 2, 2026.

Part of the The 720 series — view all 25 editions

Looking for the latest edition? The 720 Xiaomi, BYD, Innolight, China Staples, China Cosmetics & Proya, Korea Industrials, CDMO CRO, MetaX (Sep 8, 2026)

1. May 11The 720 China Internet
2. May 13The 720 Furukawa
3. May 18The 720 Global Market Views
4. May 21The 720 Alibaba
5. May 22The 720 Samsung Electronics
6. May 28The 720 PDD
7. Jun 4The 720 Global Healthcare (CDMO
8. Jun 5The 720 HK Banks & Insurance
9. Jun 9The 720 Japan Tech (MLCCs
10. Jun 10The 720: China Data Centers, SKY Perfect JSAT, Tsuruha, BeOne Medicines, Asia Financial Corporate Day, Cross Asset Strategy
11. Jun 23The 720: Global Views, Murata, US Internet, Shinhan, China & Korea Macro, Global Severs, China Spirits
12. Jun 30The 720 Asia Views, Samsung Electronics, Kuaishou, Kakao, China Education, GS Asia Consumer & Leisure Corp Day, Mitsubishi E...
13. Jul 24The 720 KBFG & Shinhan, India Auto Parts II, China Value Retailers, Baycurrent, Samsung Biologics, Indigo, DISCO, Global Mar...
14. Jul 27The 720 Japan Semis, Components & SPE, Trip.com, CATL, Shin-Etsu, Hyundai Mobis, HSBC, China Clean Tech, US FOMC
15. Aug 3The 720 APAC CL, MediaTek, Kioxia, Murata, Renesas, Wiwynn, Sony, Eternal, Fanuc, AIA, Divi’s Labs, Amazon
16. Aug 5The 720 Korea Memory & Strategy, Ibiden, MHI, HSBC, AMEC, Toyota, China Value Retailers, Asia Views, Japan FX
17. Aug 6The 720 Global PCB CCL, Xiaomi, Anker, Coupang, Aspeed, Nittobo, Rohm, Taiyo Yuden, HSBC STAN
18. Aug 14The 720 Lenovo, Japan Tech, Rohm, JD.com, SMIC, Hua Hong, Hon Hai, GDS, Thai Oil, SanDisk, Yen, Tingyi
19. Sep 1The 720 Asia Leaders Conference Day 1 Takeaways, Zhipu, Japan Chemicals, Haitian, Kstar, Skshu Paint, Toto

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