Rumor
Meta reportedly considers Samsung Foundry for MTIA ASIC production
Thursday, January 1, 2026 at 12:33 AM
Speculation has emerged that Meta may utilize Samsung Foundry to manufacture its next-generation MTIA (Meta Training and Inference Accelerator) AI chips, signaling a potential shift or diversification in their ASIC production partners.
Context
Meta is reportedly negotiating with Samsung Foundry to produce its next-generation Meta Training and Inference Accelerator (MTIA) chips. This potential partnership marks a significant shift away from Meta’s exclusive reliance on TSMC, as the company seeks to secure its own silicon supply chain for long-term AI scaling. For Samsung, landing a major hyperscaler like Meta validates its advanced 3nm and 2nm process technologies, positioning the foundry as a viable alternative for high-performance ASIC production.
This move is critical as Meta projects its 2024 capital expenditures to reach between $37 billion and $40 billion, driven primarily by AI infrastructure investments. By diversifying to Samsung, Meta can mitigate the risks of capacity bottlenecks at TSMC and potentially lower production costs through competitive bidding. If the deal proceeds, mass production of these custom chips could commence by 2025 or 2026, providing the specialized compute power needed to support Meta’s evolving Llama large language models and global discovery engines.
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