Nvidia has unveiled a mid- to long-term roadmap for its system-on-chip (SoC) for AI PCs, targeting the era of artificial intelligence agents. Following the recently disclosed N1X, the company has finalized development plans through the second-generation N2X and the third-generation N3X, signaling its intent to strengthen long-term leadership in the AI PC market. The strategy involves laying out chip development plans in advance to align with the spread of "agentic PCs" that can reason autonomously and use software tools without human intervention.
Nvidia CEO Jensen Huang held a press briefing on Tuesday at Computex 2026 in Taipei, Taiwan, and said, "Following the N1X, we have N2X and N3X in the pipeline, and we are also envisioning a lightweight version called the N1."
The N1X, jointly developed with MediaTek, Taiwan's largest fabless chip designer, combines the high-performance graphics processing unit (GPU) "Blackwell" used in AI data centers with the central processing unit (CPU) "Grace." Given that development cycles typically run one year, the announcement effectively maps out a product launch schedule for the next three years.
"The reason Nvidia is pursuing the N-series architecture over the long term is the vast PC software stack and 40 years of accumulated user PC experience," Huang said, explaining the rationale for the continued development of the new chips.
He emphasized that the multi-year roadmap is made possible by the Taiwan-centered semiconductor design and manufacturing ecosystem. Nvidia will apply TSMC's foundry process and the advanced packaging capabilities of local outsourced semiconductor assembly and test (OSAT) firms — both already used in its existing AI chips for data centers — to the N1X as well. MediaTek's low-power chip design technology will also be integrated.
"We started conceptualizing AI PCs with Microsoft three years ago, and after two and a half years of designing the chip with MediaTek, it has finally reached commercial-grade level," Huang said.
Nvidia's entry into the AI PC market is expected to have a significant impact on Korea's memory industry. The N1X will be equipped with 128GB of seventh-generation low-power DRAM (LPDDR5X), where Samsung Electronics (005930.KS) and SK hynix (000660.KS) have secured a supply advantage by mass-producing LPDDR5X for the past two to three years.
