By Louis Juricic
Publication Date: 2026-08-10 14:04:00
Investing.com — Microsoft is targeting a public unveiling of its next-generation Maia 300 AI accelerator as soon as September. It has also entered talks to secure manufacturing capacity for more than 300,000 units from TSMC, with delivery planned for 2027, The Information reported Monday, citing two people with direct knowledge of the plans. MSFT shares were indicated up approximately 0.7% in premarket trading ahead of Monday’s open.
Taiwan Semiconductor Manufacturing (NYSE: TSM) is the direct supply-chain beneficiary. Microsoft is negotiating with TSMC to fill an order that dwarfs the tens of thousands of Maia 200 chips produced to date. The longer-term ambition is capacity for more than one million units, though component supplies and ongoing packaging negotiations could constrain that target.
The scale of the ambition marks a sharp turn from the Maia program’s troubled recent history. The Maia 200 was delayed after early tests fell short of…
