Meta (META.US) plans to throw a massive $6.5 billion AI chip contract to Samsung. TSMC's exclusive manufacturing position might change.

According to the Zhitong Finance and Economics APP, after a month of rumors about a "cooling down of cooperation", Meta (META.US) and Samsung Electronics have experienced a dramatic epic reversal in their collaboration in the field of customized AI chips. According to the South Korean "Seoul Economic Daily" report, Meta is in deep negotiations with Samsung Electronics' wafer foundry department (Samsung Foundry), planning to sign a huge contract worth up to 10 trillion Korean won (about 65.4 billion US dollars) for the large-scale production of Meta's next generation of customized AI chips.