Meta's new AI chips enter production in September
Original: Meta’s new AI chips will begin production in September
Why This Matters
Meta's in-house chip push signals a broader industry shift to reduce GPU dependency on Nvidia.
Meta is on track to begin manufacturing its latest MTIA AI-specific chips in September 2026, according to an internal memo cited by Reuters. Designed with Broadcom and manufactured by TSMC, the chips aim to reduce Meta's reliance on GPUs from Nvidia and AMD amid an ongoing component shortage.
Meta is set to begin production of its latest AI chips in September 2026, according to an internal memo reported by Reuters. The chips are developed under Meta's Meta Training and Inference Accelerator (MTIA) program in collaboration with Broadcom, with manufacturing handled by TSMC. At least one chip completed its testing phase in approximately six weeks. Additional components include RAM from Samsung, storage from Sandisk, and fiber-optic equipment from Sumitomo Electric.
Meta first detailed four new MTIA chips in March 2026, adopting a modular chiplet architecture designed to adapt quickly as AI workloads evolve. 'Each MTIA generation builds on the last, using modular chiplets, incorporating the latest AI workload insights and hardware technologies, and deploying on a shorter cadence,' the company stated at the time. The chips will be used for training ranking and recommendation algorithms, broader AI workloads, and application-level inference.
Meta has been developing its own AI chips since 2023 and continues to invest heavily in compute infrastructure. The company projected capital expenditures of $125–$145 billion in 2026, with a significant portion directed at AI. It plans to deploy 7 gigawatts of compute this year and double that figure in 2027. Meta has also signed deals with ARM, AMD, and Amazon for additional compute capacity.