Meta is negotiating with Samsung Electronics to manufacture its next-generation MTIA AI chips, a move that would diversify its chip supply beyond TSMC and support Meta's aggressive plan to expand AI data center capacity to 5GW by 2030. The reported deal, worth more than 10 trillion won, reflects Meta's need to keep pace with AI chip releases planned every 6 months.
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Meta is in talks with Samsung Electronics to design and produce next-generation MTIA AI chips using Samsung's 2nm process, in a deal reportedly worth more than 10 trillion won. This would mark a shift for Meta, which has relied on TSMC for its first two generations of in-house AI accelerators.
Why it matters
Meta is racing to scale its AI infrastructure, targeting 5GW of data center capacity by 2030 and planning new AI chip releases every 6 months. Partnering with a second major chipmaker could reduce reliance on a single supplier and accelerate the company's ability to deliver chips at the pace it needs.
What to watch
The deal is worth more than 10 trillion won. Meta is also working with Samsung's System LSI division on chip development, according to the report.
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