en.Wedoany.com Reported - Meta's upcoming self-developed AI accelerator MTIA chips are planned to be manufactured using Samsung's 2nm foundry process, with total orders exceeding 10 trillion Korean won, equivalent to approximately 437.8 billion RMB at current exchange rates. If this collaboration materializes, it will become a significant order for Samsung's advanced process foundry business in securing large AI chip clients.
MTIA is Meta's self-developed accelerator designed for its own AI operations, primarily serving recommendation systems, content ranking, ad computing, generative AI inference, and AI workloads within data centers. The previous two generations of MTIA chips were mainly manufactured by TSMC, while the shift to Samsung's 2nm process for subsequent products indicates that Meta is introducing new advanced process supply options for its self-developed AI chips. For large cloud platforms and internet companies, the goal of developing custom ASICs is to reduce complete reliance on general-purpose GPUs, achieving higher energy efficiency, lower inference costs, and stronger system controllability for specific AI tasks.
The core of this collaboration goes beyond just switching foundry processes; it also involves synergy in chip design and manufacturing. To achieve faster chip iteration cycles, Meta is accelerating research and development with Samsung Electronics' System LSI business, extending the scope of cooperation to the chip architecture design stage. Unlike ordinary consumer chips, AI accelerators require consideration of model workloads, memory bandwidth, on-chip interconnects, packaging capabilities, power control, server deployment, and software stack adaptation during design. If Samsung can form a combined capability in 2nm process, design services, advanced packaging, and system synergy, it will have the opportunity to secure more major client orders in the AI ASIC foundry market.
Samsung's foundry business has been actively pursuing orders for self-developed chips from global tech companies in recent years. If Meta's MTIA adopts Samsung's 2nm process for mass production, it will directly enhance the client value of Samsung's advanced process AI chip foundry. Currently, global AI chip demand is expanding from GPUs to custom ASICs, with cloud service providers, internet platforms, and large model companies all seeking chip solutions better suited to their business workloads. An increase in Samsung's 2nm orders will also help improve its advanced process capacity utilization and medium-to-long-term order structure.
However, this collaboration has not yet been fully publicly confirmed, and the final mass production timeline, chip generations, actual procurement scale, delivery schedules, and yield performance still require further disclosure. What can be confirmed is that Meta's upcoming MTIA chips are advancing toward adopting Samsung's 2nm process, with related orders exceeding 10 trillion Korean won, equivalent to over 437 billion RMB.
