The partnership between MediaTek and NVIDIA continues to deepen. In addition to hardware, the two companies will collaborate to develop NVLink IP, long-distance 224G SerDes, and automotive AEC. Industry analysis suggests that NVIDIA aims to enter the ASIC field, and due to brand constraints, partnering with MediaTek will allow for faster expansion.
In the future, more CSP (Cloud Service Provider) companies are expected to seek collaboration with MediaTek. Once customers adopt NVLink IP, it will also increase their willingness to purchase NVIDIA’s Switch solutions, achieving a win-win situation.
At the recent NVIDIA GTC conference, MediaTek introduced its Premium ASIC design services, indicating that the collaboration between MediaTek and NVIDIA has expanded into the IP domain. This more flexible business model can provide various customized chips / HBM4E, along with a rich Cell Library, advanced processes, and advanced packaging experience, offering a complete solution for customized chips.
MediaTek pointed out that its SerDes technology is a core advantage for ASICs, covering chip interconnects, high-speed I/O, advanced packaging, and memory integration. Collaborating with major global foundries, they deepen cooperation at cutting-edge process nodes, achieving the best balance between performance, power consumption, and area (PPA) through Design Technology Co-Optimization (DTCO).
Among them, the 112Gb/s DSP (Digital Signal Processor)-based PAM-4 receiver, built on a 4nm FinFET process, achieves over 52dB loss compensation, meaning lower signal attenuation and stronger anti-interference characteristics. This technology is not only applicable to Ethernet but also for long-distance optical transmission. MediaTek has now launched a 224G SerDes specifically for data center use, which has already completed silicon validation.
According to research institutions, some CSPs are evaluating the customized design chips of NVIDIA and MediaTek’s IP combination. Although Google’s TPU (Tensor Processing Unit) progress has been slightly delayed, the seventh-generation TPU is expected to enter mass production in the third quarter of next year, and the use of 3nm technology is still expected to contribute over $2 billion to MediaTek.
Supply chain sources also revealed that Google’s eighth-generation TPU will begin using TSMC’s 2nm process, maintaining a leading position in advanced processes. The industry is optimistic that MediaTek will become a major beneficiary of AI demands from small and medium enterprises.
Analysis indicates that the GB10 chip, developed in collaboration between NVIDIA and MediaTek, is based on an Arm-priced CPU, and the long-awaited N1x WoA chip is about to be announced, which will significantly enhance MediaTek’s operations.
Editor: Chip Intelligence – Wandering Sword
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