Citrini analyst Jukan: MediaTek reportedly has secured Meta as an ASIC customer, following its TPU offerings.
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Citrini analyst Jukan: Samsung Foundry achieved monthly profitability in June, its first since 2023.
According to a post on the X platform by Citrini analyst Jukan, as reported by Odaily Korean media, Samsung Foundry achieved monthly profitability in June, its first such month since 2023. With this positive profit in June, Samsung internally believes the likelihood of a profit turnaround starting in the third quarter has increased. The use of Samsung's 4nm process for HBM4 base dies is considered a key factor driving this turnaround, while improved yield rates are also seen as a major factor supporting the positive monthly profit. Industry sources estimate that Samsung's 4nm process yield has improved to approximately 80%.
Citrini Analyst: China's CXMT tests pilot production line for bonding DRAM; South Korean media claims its technology and development speed may be ahead of its South Korean rivals.
According to a Odaily by Citrini analyst Jukan on the X platform, South Korean media reports that China's CXMT is currently testing a bonded DRAM pilot production line in Hefei, aiming to achieve high-performance DRAM without using EUV lithography. Bonded DRAM is a technology that manufactures the memory cell array and peripheral circuitry on separate wafers and then bonds them together. This method can produce ultra-high-density DRAM using only multi-patterned deep ultraviolet (DUV) lithography, without requiring EUV equipment. Samsung Electronics is developing its own bonded DRAM under Project B1b, and SK hynix is also advancing similar technology. South Korean media warns that assessments suggest CXMT may currently be ahead of its South Korean competitors in terms of both the technology itself and the speed of its development.
Meta is reportedly considering outsourcing the production of a 10 trillion won custom AI chip to Samsung.
Mars Finance reported on July 3 that Meta is reportedly considering commissioning Samsung to produce a custom AI chip worth 10 trillion won. (Wide Angle Observation)
Samsung's foundry business is expected to secure orders from Meta and Anthropic, and is projected to return to profitability in the fourth quarter.
According to ChainCatcher, South Korean media reports that Samsung Electronics' foundry business is accelerating its expansion in the global AI chip market. Following its AI chip order from Tesla last year, Samsung is currently advancing its custom ASIC production collaboration with Meta and Anthropic. Meta is reportedly in talks with Samsung for a next-generation ASIC design and manufacturing contract worth over 10 trillion won. Meta's third-generation AI accelerator, "MTIA," plans to switch from TSMC to Samsung's most advanced 2nm process for mass production, with early chip architecture design handled jointly by Samsung's System LSI division to match its rapid development cycle of one generation every six months. Furthermore, US AI company Anthropic is also evaluating the use of Samsung's 2nm process to develop custom ASICs, aiming to internalize its AI infrastructure. Industry insiders point out that with the influx of AI chip orders from global tech giants, coupled with the ongoing negotiations with BYD for an automotive chip manufacturing agreement, Samsung's medium- to long-term order backlog for its wafer foundry business is expected to approach 50 trillion won, and it is expected to achieve a turnaround in operating profit in the fourth quarter of this year.
Meta's stock price surged over 9% at the opening, reportedly due to plans to enter the cloud computing market.
Mars Finance reports that Meta Platforms is building a cloud business, causing its stock price to rise over 8% at the open; while cloud service providers collectively declined, with Nebius falling over 14%, CoreWeave over 10%, and IREN Ltd over 6%. According to reports, Meta is planning to enter the highly competitive cloud infrastructure market, aiming to convert its massive AI infrastructure investment into new revenue streams by selling its excess artificial intelligence (AI) computing power and model access. Sources familiar with the matter revealed that Meta is developing a new cloud business plan aimed at selling computing resources to external customers. This strategic move will open up a new competitive arena, allowing Meta to directly compete with cloud computing giants such as Amazon's AWS, Microsoft Azure, and Google Cloud. (Cailian Press)
Meta May Have Found a Fix for Its 'Pervert Glasses'
Meta is reportedly developing a version of its smart glasses without a camera, potentially addressing one of the biggest privacy objections to AI wearables.