Meta’s plan to launch a new custom AI chip every 6-months for the next 2-years means big orders for TSMC’s 3nm and 4nm nodes, media report, adding the strategy puts pressure on rivals that do just 1 chip each year. Meta’s new MTIA 300, 400, 450, 500 are RISC-V-based custom AI chips built with Broadcom. Taiwan's KYEC will test the chips, with ASE on packaging. The MTIA 300 is already in production, while MTIA 400 is undergoing testing. MTIA 400 & 450 are due out in 2027. $Meta Platforms(META.US) $Taiwan Semiconductor(TSM.US) $Broadcom(AVGO.US) $Advanced Semiconductor Engineering(ASX.US) #KYEC #semiconductors
Source: Dan Nystedt
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