By Mitchell Duran
Publication Date: 2026-04-15 19:37:00
Meta is expanding its longtime partnership with Broadcom, the fabless semiconductor company with ties to TSMC, SMIC, and, potentially, Samsung’s foundry in the future.
This expansion will have Broadcom “co-develop” Meta’s “next-generation MTIA (Meta Training and Inference Accelerator) chips” for all of Meta’s apps and services. Broadcom, through its XPU platform that builds out its entire accelerator stack, will be deploying “four new generations of MTIA chips within the next two years” across “chip design, advanced packaging, and networking.”
META was up 4% Tuesday and rose to $666 from closing at $662.55. AVGO closed at $380.78 and rose 3.20% to $393 after hours.
Meta is also committing to building and deploying more than 1GW of AI compute capacity based on their chips, with Broadcom serving as the co-design and infrastructure partner. That buildout is direct revenue for Broadcom…
