➀ NVIDIA和MediaTek正在合作开发一款新的AI智能手机芯片和基于Arm架构的AI PC处理器，预计将在2025年Computex上发布。
➁ 这项合作旨在加强NVIDIA在定制芯片市场的地位。
➂ AI PC芯片将采用TSMC的3nm工艺和Blackwell架构。
Recent #MediaTek news in the semiconductor industry
➀ WSTS报告2024年第三季度半导体市场增长1660亿美元，同比增长10.7%；➁ 英伟达因AI GPU的强劲表现成为最大半导体公司；➂ 2024年第四季度展望显示数据中心市场将推动Nvidia、美光和AMD的收入增长；➃ 2025年展望显示AI将推动服务器增长，但增速将放缓。
➀ NVIDIA and MediaTek are rumored to be co-developing an Arm-based AI processor for the first half of 2025. ➁ The new chip will compete against AMD, Intel, and Qualcomm's AI processors. ➂ The processor is expected to be manufactured using TSMC's 3nm process node.
1. Samsung has validated its LPDDR5X-10700 memory with MediaTek's upcoming Dimensity 9400 SoC, achieving a speed of 10.7 GT/s. 2. The 16 GB LPDDR5X package provides a memory bandwidth of 85.6 GB/second, enhancing AI and graphics performance. 3. This collaboration aims to improve power efficiency by over 25% and enhance on-device AI capabilities.
➀ NVIDIA and MediaTek are expected to enter the PC CPU market this year, increasing competition.
➁ Intel's CEO acknowledges the increased competition and emphasizes the need to stay alert.
➂ Arm's CEO predicts that Arm-based CPUs will challenge Intel and AMD's x86 architecture in the coming years.
➃ Reports suggest that NVIDIA and MediaTek are developing new Arm architecture CPUs for PCs.
➄ The entry of these companies is driven by the rise of AI PCs and the growing demand for more efficient and powerful processors.
➅ Microsoft's role in encouraging the development of new CPU architectures for Windows PCs is highlighted.
➀ Google may be moving away from Exynos 5G modems for the Pixel 10; ➁ MediaTek's T900 modem is chosen for its stability and support for 3GPP Release 17 5G specification; ➂ The move to MediaTek is expected to resolve previous modem-related issues and keep costs down.
➀ DigiKey has added MediaTek to its linecard with a global distribution agreement; ➁ MediaTek's products available include development boards, kits, programmers, ICs, and RF and wireless products; ➂ MediaTek's portfolio includes SoCs for various applications such as IoT, embedded systems, and home entertainment.
➀ Apple plans to add satellite communication and blood pressure monitoring to its smartwatches by 2025, targeting specific consumer upgrades.
➁ Apple will replace Intel with MediaTek as the supplier of modulator chips for some smartwatch models, recognizing MediaTek's technical strength in modulator technology.
➂ This marks MediaTek's first entry into Apple's main hardware product supply chain and is of significant importance.
➀ Morse Micro is sampling the HaLowLink 1, its first reference-designed Wi-Fi HaLow Access Point; ➁ The HaLowLink 1 serves as a reference design and evaluation platform to demonstrate Wi-Fi HaLow's extended range connectivity; ➂ The unit will be made available to the broader Wi-Fi HaLow developer community from Q1 2025 onwards through Mouser for $99.
➀ MediaTek introduces its new flagship phone processor, Dimensity 9400, using Arm's Cortex-X925 CPU; ➁ The processor offers a 35% boost in single-core performance and a 28% improvement in multi-core performance; ➂ The Dimensity 9400 includes a new generation of the company's own neural processor and an 'agentic AI engine'.
➀ MediaTek is expected to launch the Dimensity 9400, its new flagship SoC, next week; ➁ The chip is rumored to have a 1+3+4 cluster configuration with an Arm Cortex-X925 core; ➂ It is also expected to feature an Arm Immortalis-G925 GPU with 12 cores.
➀ Huawei and Mediatek are poised to engage in a patent infringement lawsuit over mobile cellular network technologies including 4G and 5G. Huawei, the global leader in communication technology, holds a significant number of core patents in wireless mobile communications with a 20% global share of 5G patents, ranking first. Mediatek is a well-known chip supplier. The dispute originated from a failed licensing agreement, where Huawei aimed to change the traditional 'charging terminal manufacturers' model and start charging component suppliers like Mediatek for patent licensing fees. If successful, this strategy could reshape the technology industry's licensing landscape. The lawsuit has significant implications not only for the commercial interests of the two giants but also for the development of the entire technology industry chain. Huawei's litigation strategy reflects its deep insight and strategic layout for future industry development. The outcome of this patent war between Huawei and Mediatek will determine how it affects the industry landscape and whether it can truly change the licensing model as Huawei wishes.
➀ The Dimensity 9400 becomes the first SoC to surpass 3 million points in AnTuTu benchmarks; ➁ It achieves a score of 3,007,853 on the Vivo X200 Pro, making it 47 percent faster than the Snapdragon 8 Gen 3; ➂ The GPU score sees a significant boost, with the SoC featuring ARM's newest Immortalis-G925 MP12 GPU; ➃ MediaTek's new chip is expected to be mass produced on TSMC's second-generation 3nm process, enhancing its efficiency.
➀ Google has unveiled its AlphaChip AI-assisted chip design technology, which promises to speed up chip layout design and make it more optimal. ➁ The technology has been used to design Google's TPUs and has been adopted by MediaTek. ➂ AlphaChip uses reinforcement learning to optimize chip layouts, potentially revolutionizing the chip design process.
➀ Several companies, including Intel, MediaTek, and STMicroelectronics, project a modest 1% revenue growth for Q3 2024. ➁ The semiconductor market saw an 18% increase in the first half of 2024, driving robust growth for the full year. ➂ Forecasts for 2024 range from 14.4% to 20.7%, with a deceleration expected in 2025, ranging from 11.0% to 15.6%.
➀ Nvidia partners with MediaTek to integrate G-Sync technology into MediaTek's scaler chips, potentially reducing costs. ➁ G-Sync synchronizes monitor refresh rates with graphics card frame rates to eliminate tearing artifacts. ➂ The first monitors featuring the new G-Sync-infused MediaTek scaler will include models from Acer, AOC, and Asus.
➀ MediaTek is set to distribute employee bonuses totaling nearly 13 billion TWD, with an estimated 1.2 million employees eligible, averaging 1.05 million TWD per person. ➁ The bonuses are expected to be issued in late August, marking a 70% increase from the previous year and the highest in two years. ➂ The actual amount received by each employee varies based on performance and other factors, with the total bonus amount linked to the company's pre-tax profits.