Search results for MTIA
Industry
Foundry power balance flips: Samsung\'s choice amid TSMC dominance
TSMC\'s dominant share of the global pure-play foundry market is hardening a structure in which big tech customers have less leverage in price talks. Counterpoint Research put TSMC\'s second-quarter share at 73 percent, with Samsung Electronics\' foundry business at 7 percent. The market grew 29 percent year on year, and both TSMC and Samsung raised wafer prices. Analysts cited capacity constraints and supply-demand imbalances. Samsung is prioritising yield improvements and expanding capacity, including a planned 2027 start-up of its Taylor, Texas plant.
AI & Enterprise
Anthropic to form in-house AI chip design team
Anthropic is forming an in-house team to design chips for AI, TechCrunch reported on Aug. 5, citing a job posting seeking experienced chip design engineers for a “custom silicon team.” The company plans to co-design hardware and models so its technology runs faster and more efficiently. It currently secures AI computing hardware through contracts with AWS, Google, Nvidia and AMD.
Industry
Meta to begin mass production of latest MTIA AI chip in September
Meta plans to start mass production of the latest version of its in-house AI chip from September as it seeks to lower GPU costs amid an unprecedented parts shortage. The company is designing the chip with Broadcom and will have it made by TSMC, while sourcing memory from Samsung Electronics, storage from SanDisk and fibre-optic equipment from Sumitomo Electric. Meta expects 2026 capital spending of $125 billion to $145 billion, with much allocated to AI.
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Crypto
AI infrastructure investment to grow; expectations rise for AI coins on Nvidia tailwind
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Industry
Korea semiconductors set to accelerate Q2 export momentum as supplementary budget kicks in
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AI & Enterprise
Meta to roll out 2-nm MTIA AI chip at scale with Broadcom
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Industry
Arm unveils in-house AI chip AGI CPU, Meta and OpenAI join
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Industry
Arm to sell chips directly, shifting from IP licenser to semiconductor supplier
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AI & Enterprise
Meta unveils in-house AI chips after major Nvidia, AMD deals