On July 3, Eastern Time, according to industry sources, Meta is in talks with Samsung for a custom AI chip foundry order valued at over 10 trillion Korean won, planning to mass-produce hundreds of thousands of sets of its self-developed AI accelerator, MTIA, using a 2-nanometer process, covering MTIA 450 and MTIA 500. The first two generations of MTIA chips were manufactured by TSMC. The main reason for considering a shift to Samsung is that TSMC's production capacity is extremely tight and fully booked through 2027. In the initial stage of mass production, monthly capacity is about 35,000 wafers, expected to rise to 140,000 wafers by year-end. In 2026, combined AI-related capital expenditures of Microsoft, Google, Amazon, and Meta are projected to exceed $700 billion. Meta's chip iteration pace compresses the industry's usual one-to-two-year generation cycle down to six months. Meta's capital expenditure for this year has been revised upward to $125 billion to $145 billion, with over 60% allocated to AI servers and self-developed chips. Industry rumors suggest Meta may have established a deeper cooperative framework with Samsung's System LSI division, though this claim has not been confirmed. Samsung's 2nm yield rate soared from 20% to 60% in six months.