MediaTek & NVIDIA to Launch AI PC Chips with TSMC 3nm

Recent rumors suggested that NVIDIA was developing an AI PC processor based on the Arm architecture. However, the latest reports reveal that NVIDIA has opted to collaborate with MediaTek instead, providing GPU IP for MediaTek’s AI PC processors. Their first joint product is set to feature TSMC's 3nm process and CoWoS advanced packaging technology, with an expected launch in the first half of 2025.

This collaboration builds on the announcement made at COMPUTEX 2023, where MediaTek and NVIDIA disclosed their joint efforts in the automotive chip sector. MediaTek is developing automotive SoC processors that integrate NVIDIA’s GPUs, utilizing chiplet technology to deliver advanced solutions for next-generation smart vehicles. These processors will combine NVIDIA's powerful graphical and AI computing capabilities with support for NVIDIA's software platforms, including DRIVE OS, DRIVE IX, CUDA, and TensorRT.

The partnership is now extending into the AI PC processor domain. The industry is optimistic about the collaboration, which leverages NVIDIA’s advanced gaming and AI GPUs with MediaTek’s expertise in Arm-based processor design. This partnership is expected to accelerate development timelines and result in the creation of highly efficient, ultra-thin AI PC processors.

According to the Economic Daily News, MediaTek’s AI PC chips, produced using TSMC’s 3nm technology, are expected to finalize their design by Q3, enter verification in Q4, and begin mass production in early 2025. The anticipated price for these advanced processors could reach $300.

Industry analysts predict a significant increase in AI PC adoption starting in 2025, driven by the efficiency and performance of Arm-based AI PC processors. The market penetration rate for AI PCs is expected to rise from 8% in 2024 to 30% in 2025 and 50% by 2026.