[News] MediaTek Advances 400G SerDes on 2nm, Targeting Google TPU v10 and Meta AI ASIC Orders - TrendForce

MediaTek has achieved a significant technological breakthrough in semiconductor development, successfully advancing 400G SerDes technology on 2nm process, targeting major orders from Google's TPU v10 ... Read original →

MediaTek's breakthrough in 400G SerDes technology on 2nm process marks its entry into the premium AI chip segment, directly supporting Google's TPU v10 and Meta's AI ASIC. This advancement accelerates the evolution of data center interconnects toward higher bandwidth and lower power consumption. Upstream, it pressures EUV equipment and materials suppliers to innovate, while downstream server vendors must reassess chip selection strategies. Geopolitical tensions between the US and China intensify supply chain risks, compelling MediaTek to navigate localization and export control challenges. Competitors like Qualcomm, NVIDIA, and AMD may accelerate in-house SerDes development or deepen TSMC partnerships to maintain competitive edge. Over the next 12-24 months, the AI chip market will intensify competition on performance, power efficiency, and cost. MediaTek’s ability to sustain 2nm node progress will determine its long-term strategic positioning in the global AI compute supply chain.