Rumored Collaboration: NVIDIA and MediaTek Developing AI Smartphone Chip; PC Chip Expected at Computex 2025

NVIDIA and MediaTek are poised to enhance their business collaboration, with both companies eager to dive into the burgeoning custom ASIC chip market.

NVIDIA and MediaTek Join Forces: A New Era in Custom Chip Development

Speculation surrounding the collaboration between NVIDIA and MediaTek has gained momentum recently. Both firms are set to debut a dedicated AI System on a Chip (SoC) for PCs by the second half of 2025. As reported by DigiTimes, their partnership may extend to the mobile sector, with plans to introduce an AI smartphone chip, though specifics on its functionality remain elusive. However, this strategic move aligns well with NVIDIA’s ambitions to lead the custom chip market.

The NVIDIA and MediaTek alliance aims to innovate within the PC industry by launching an AI chip that addresses significant performance gaps currently present in the market. This upcoming chip is expected to utilize TSMC’s cutting-edge 3nm manufacturing process, coupled with ARM architecture. The collaboration promises to deliver remarkable performance and graphical prowess, leveraging MediaTek’s expertise in custom chips and NVIDIA’s established reputation in high-performance computing.

NVIDIA x MediaTek AI PC Chip Expected To Launch By H1 2025, Targeting Intel, AMD & Qualcomm's SOCs 1

Moreover, the potential launch of an AI smartphone chip by NVIDIA could shake up the mobile market, as current offerings from Samsung’s Exynos line have underperformed. With Qualcomm and MediaTek as the primary competitors, the introduction of a powerful and efficient chip from NVIDIA could be timely. NVIDIA’s experience with power-efficient GPU cores—gleaned from its partnerships with Nintendo on the Tegra chip—may play a crucial role in this development, although concrete details remain scant.

To remain competitive, it is essential for NVIDIA to penetrate the custom ASIC segment. This strategic shift not only presents a unique business opportunity but also allows the company to better serve clients seeking tailored chip solutions.

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