As Arm rivals cook up custom silicon, Mediatek sticks to tried-and-true Cortex recipe

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As Arm rivals cook up custom silicon, Mediatek sticks to tried-and-true Cortex recipe
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Exec Chris Bergey tells us what the chip designer is doing to stay competitive

Arm Holdings has long been the primary architecture for mobile chips since the advent of modern smartphones – its Cortex is quietly humming away inside almost every phone or tablet you can think of. However, with Apple and Qualcomm producing their own custom silicon designs, Arm's market dominance appears less secure.Apple is currently using its optimized M3 chips, having moved away from the traditional licensing model to develop proprietary designs.

Competition is intensifying, particularly with MediaTek's recent announcement of its fourth-generation Dimensity 9400 series. The Cortex-X4 and A720 cores are central to its design, and MediaTek heavily relies on standard Arm cores to meet performance requirements. The Dimensity 9400, built using TSMC's 3nm process, is engineered to handle all the demands of modern flagship devices, including AI and machine learning tasks.

As the v9 architecture evolves – whether in MediaTek products or other phones that use v9 – a lot of AI is running on the CPU. The GPU also plays a significant role, especially in camera pipelines and advanced effects, so there's quite a bit of GPU computing happening too. And with NPUs now coming into the mix, we think of it as heterogeneous computing. AI isn't just about NPUs; it's about creating a balanced system.

We're also working to take AI to the next level with intelligent schedulers that better utilize NPUs, CPUs, and GPUs. The v9 architecture includes an AI-ready instruction set, and we're making sure the hardware keeps evolving... with technologies like SV2 already bringing AI functions to the CPU. And there's more coming in the future.

Honestly, I haven't had a chance to read about that yet, but it does sound interesting. I'll have to take a look.What Microsoft wants is diversity of choice. For a while, AMD has been strong in certain areas, but leveraging Arm's mobile ecosystem – along with partners like Nvidia, even in datacenters – gives Microsoft more options. If you're a company like Microsoft, you want a strong platform, and x86 has served them well.

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