MediaTek unveils first 2nm chip to run 30 billion AI models on phones arriving this quarter

MediaTek's debut of the 2nm chip marks a pivotal shift in mobile AI capabilities. This move will accelerate upstream supply chains, particularly in EUV lithography, advanced packaging, and materials, directly benefiting TSMC and ASML. From a compliance standpoint, it intensifies tech decoupling risks between China and the US, especially in high-end manufacturing, complicating global supply chain security. Competitors like Qualcomm, Apple, and Samsung may expedite in-house AI chip development or strategic alliances to maintain market edge. Over the next 12 to 24 months, mobile AI model sizes will surge exponentially, with 2nm chips becoming standard in flagship devices, driving a transition toward edge intelligence and establishing new technological moats.