MediaTek Posts Record August Revenue as Nvidia Deepens AI Ties
MediaTek, one of the world’s largest fabless chip designers, is expanding beyond its smartphone base into AI PCs and custom data-center silicon. Its next flagship mobile processor, the Dimensity 9600, is expected to use Taiwan Semiconductor Manufacturing Co.’s 2-nanometer process and support on-device Agentic AI, underscoring the industry’s push to run more generative-AI workloads locally rather than relying solely on the cloud.
MediaTek’s consolidated revenue exceeded NT$64.1 billion in August, setting a monthly record. Nvidia also invested $3.5 billion through a strategic subscription to convertible bonds, strengthening cooperation across AI PCs and the cloud ASIC computing ecosystem. The revenue milestone, upcoming Dimensity 9600 launch and deeper Nvidia relationship prompted foreign brokerages to raise their ratings and price targets, with the most bullish target reaching NT$6,800.
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The history behind this eventNvidia Invests $3.5 Billion in MediaTek to Deepen AI Chip Alliance
Cloud providers and artificial-intelligence developers are increasingly designing custom accelerators, challenging Nvidia to expand beyond selling GPUs into platforms, interconnects and chip partnerships. MediaTek’s system-on-chip design and mass-production expertise gives Nvidia a route into the growing ASIC market, while broadening an existing relationship spanning AI data centers, personal computers, smart vehicles and high-performance computing systems.
As of Sept. 2, 2026, Nvidia has announced a $3.5 billion investment through the purchase of MediaTek convertible bonds, tightening financial and technical ties between the companies. MediaTek will adopt Nvidia’s NVLink Fusion platform to help hyperscalers and AI model developers design, integrate and manufacture custom accelerators. The partners also plan to advance in-house AI chips and chip-to-chip connectivity, positioning the alliance to serve Big Tech’s expanding data-center buildout.
MediaTek Unveils 2nm Dimensity 9600 Pro AI Chip
MediaTek is pushing its premium smartphone platform into the 2-nanometer era with the Dimensity 9600 Pro, its first flagship 5G Agentic AI chip built on Taiwan Semiconductor Manufacturing Co.’s 2nm process. The processor targets top-tier handsets as device makers race to run more generative AI workloads locally. More efficient computing and memory use are becoming critical differentiators as increasingly large models move from cloud servers onto smartphones.
The newly unveiled Dimensity 9600 Pro uses a redesigned scheduling engine and NPU model-compression technology to reduce the memory required for AI workloads. MediaTek said the chip can support 30-billion-parameter mixture-of-experts, or 30B MoE, models for efficient on-device processing, while delivering a 51% increase in AI performance. The first smartphones powered by the processor are scheduled to be announced in September, with devices expected to reach Taiwan as early as October.
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