Nvidia, MediaTek, Microsoft, Arm Signal 'New Era of PC' Ahead of GTC Chip Debut on June 1

Nvidia (NVDA-US), MediaTek (2454-TW), Microsoft (MSFT-US), and Arm (ARM-US) jointly teased “a new era of PC” in identical social media posts on May 29, 2026, building anticipation for a new Windows PC chip set to launch at Nvidia’s GTC Taipei conference on June 1. The coordinated promotion signals the debut of the N1X processor, a partnership targeting the sluggish PC market with AI-driven capabilities. The chip is expected to follow the GB10 Grace Blackwell collaboration model: Nvidia supplies the GPU and NPU, MediaTek designs the CPU, Arm provides the architecture, and Microsoft drives system-level support. The alliance aims to ignite a fresh AI PC cycle. Taiwan’s mature PC supply chain is poised to benefit, with testing and packaging leaders KYEC (2449-TW) and ASE Technology (3711-TW) seen as primary beneficiaries, along with PC brands and ODMs.