MediaTek Launches Dimensity 9600 Pro on TSMC 2nm Node

Insider Monkey··TWUS·Read original
4▲2 ▼0Impact / 5
Summary · why it matters

MediaTek launched its Dimensity 9600 Pro on September 15 using Taiwan Semiconductor Manufacturing Company's 2-nanometer technology, putting TSMC's newest node into a flagship mobile chip. MediaTek also holds $3.5 billion of financing from NVIDIA Corporation and a broader Nvidia partnership spanning custom AI chips, PCs and automotive. MediaTek says the chip's neural processor delivers 51% higher LLM prefill performance than the previous generation, and the first smartphones using the new chips are expected soon. Two-nanometer contributed 3% of TSMC's wafer revenue in Q2, and management expects a steep ramp in the second half, though TSMC said the ramp could dilute second-half gross margin by 3 to 4 percentage points. Nvidia invested $3.5 billion in MediaTek convertible bonds on August 31 and expanded a partnership that will connect MediaTek custom XPUs to Nvidia's NVLink Fusion rack-scale systems, while Alphabet also participated in MediaTek's $3.9 billion bond sale.

Impact on assets 5

Artificial Intelligence▲
NVIDIA Corporation
NVDA
▲ PositiveCapitalrelevance

Nvidia invested $3.5 billion in MediaTek convertible bonds and expanded its partnership to connect MediaTek XPUs to NVLink Fusion.

Alphabet Inc Class C
GOOG
± MixedCapitalrelevance

Alphabet participated in MediaTek's $3.9 billion bond sale, a financing event but not central to Alphabet.

Semiconductors▲
MediaTek Inc
2454
▲ PositiveCapitalTechnologyrelevance

MediaTek secured $3.5 billion in financing from Nvidia and drew Alphabet into its $3.9 billion bond sale.

Theme Impact 8