Meta is reportedly in talks with Samsung Electronics' foundry business over a major AI chip partnership, according to reports aggregated by outlets including TradingView, Yahoo Finance and Benzinga.
The deal would have Samsung's foundry unit help design and produce Meta's next-generation MTIA AI chips, according to a report cited by MSN. The reported value is more than 10 trillion won, or roughly $6.5 billion.
MTIA stands for Meta Training and Inference Accelerator, the company's in-house line of custom silicon built to run the artificial-intelligence workloads behind its products. Turning to Samsung to fabricate those chips would mark a notable step in Meta's effort to build more of its own hardware rather than relying entirely on outside suppliers.
Benzinga frames the potential agreement as coming "after Tesla," indicating Samsung is pursuing Meta as another large customer for its chip-manufacturing business. TradingView separately reports that Meta's AI chip roadmap "may shift" — a sign the arrangement could change how and where the company sources its accelerators.
At this stage the sources describe talks and a reported deal, not a finalized, signed agreement. The specific timing and terms beyond the reported figure were not detailed in these items.
Why it matters: control over AI chips has become one of the biggest competitive levers in technology, and a $6.5 billion commitment would signal that Meta wants to shape its own silicon supply while giving Samsung a marquee win in the race to manufacture the hardware powering artificial intelligence.