Samsung Foundry in Talks for $6.5B Meta MTIA Chip Deal at 2nm
Summary: South Korean media reported on July 3 that Meta Platforms is in advanced talks with Samsung Foundry to produce its third-generation MTIA AI chips at 2nm—a deal valued at roughly 10 trillion won (~$6.5 billion). Previous MTIA generations were manufactured by TSMC.
Key Points
- Meta's MTIA Gen 3 would be Samsung Foundry's largest AI chip win; Meta's prior MTIA chips were TSMC-made
- TSMC's 2nm capacity is booked out to 2028–2029 by Apple, NVIDIA, and others, creating an opening for Samsung
- Samsung's Taylor, Texas fab is targeting 50,000 wafers/month at 2nm by H2 2026
- Samsung Foundry is simultaneously in talks with Anthropic for chip manufacturing; a similar deal with Tesla closed earlier in 2026
Why It Matters
TSMC's capacity crunch is pushing major AI buyers to diversify foundry relationships for the first time in years. A confirmed Meta order would be a watershed for Samsung Foundry, which has struggled with yield gaps at advanced nodes. If Samsung executes cleanly at 2nm, it alters the supply-side dynamics for everyone building custom AI silicon—and reduces the entire industry's dependence on a single Taiwanese manufacturer.
Read More
- Samsung Eyes Meta for $6.5B AI Chip Agreement — Benzinga
- Samsung Foundry Emerges as AI Chip Powerhouse — Seoul Economic Daily