Rumor
Meta reportedly adopts AMD Instinct MI455 accelerators while pausing internal AI ASIC development
Tuesday, February 24, 2026 at 12:43 PM
Meta is reportedly planning to adopt AMD Instinct MI455 accelerators for its AI infrastructure, while appearing to deprioritize or halt the internal development of its own AI ASICs for the time being.
Context
Meta is reportedly reallocating its high-demand CoWoS advanced packaging capacity from its in-house MTIA (Meta Training and Inference Accelerator) program to merchant silicon from AMD and custom Google TPU clusters. This shift marks a strategic scale-back of Meta’s internal AI chip ambitions as the company moves to prioritize the superior performance and immediate availability of third-party accelerators to close the competitive gap in generative AI.
The reallocation significantly benefits AMD, which is expected to see increased orders for its next-generation MI355 and MI455X series. Analysts suggest that Meta will likely rent Google TPU capacity starting in 2026 before transitioning to direct hardware purchases in 2027. This pivot underscores the immense pressure on TSMC’s supply chain, where total global demand for CoWoS wafers is forecasted to hit 1 million units by 2026, with AMD and Google already securing roughly 11% and 15% of available capacity respectively.
By shifting its dedicated CoWoS slots, Meta is effectively securing its compute roadmap against a persistent packaging bottleneck that has become a major barrier to entry. This move allows the social media giant to leverage AMD’s inference efficiencies and Google’s specialized tensor cores for large-scale training while its internal MTIA development takes a secondary role in its near-term infrastructure strategy.
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