Mark Zuckerberg Is Turning Meta Into a Bigger Chipmaker. Its Newest In-House AI Chip Enters Production in September.
Yahoo Finance ·
Shares of Meta Platforms ( META +6.16% ) rose about 6% on Friday after Reuters reported on Thursday that the social media giant plans to start manufacturing its own data-center AI (artificial intelligence) chip in September. The chip, code-named Iris, was designed with help from Broadcom ( AVGO 0.31% ) and will be built by Taiwan Semiconductor Manufacturing ( TSM 0.55% ) , according to an internal memo the news organization reviewed. The market's enthusiasm is easy to understand. Meta expects to spend as much as $145 billion on AI infrastructure this year, and that spending has been my biggest concern with the stock. Custom silicon is aimed squarely at getting more computing power out of every one of those dollars. So, what does Meta's expanding chip program mean for the stock? Iris is reportedly part of a four-generation family of chips Meta is designing in-house, and the program appears to be ahead of where many investors probably assumed. Testing on the chip took about six weeks and turned up no major issues, according to the memo.
AI 시장 분석
메타 플랫폼은 내달부터 자체 개발한 인공지능(AI) 칩 인하우스 생산을 시작한다. 이에 따라 메타 플랫폼의 주가는 6% 상승했다. 해당 칩은 브로드컴의 도움으로 설계되었으며, 台灣 半導體 製造에서 제작된다. 메타 플랫폼의 인하우스 칩 제작은 자사 AI 인프라 투자에 효율성을 높여줄 것으로 기대된다.
상승 영향
- 반도체 — 자체 AI 칩 생산을 통해 메타 플랫폼의 비용을 절감하고 효율성을 높여줄 가능성이 높다.
- 메타 플랫폼 — 자체 AI 칩 생산을 통해 투자 비용을 줄일 수 있다.
- AI — 자체 AI 칩을 사용함으로써 Meta의 AI 시스템에 대한 성능과 효율성을 높일 수 있다.
하락 영향
- 타 半導體 設計 製造 업체 — 메타 플랫폼의 자체 칩 제작은 타 半導體 設計 製造 업체에 대한 수요를 감소시킬 수 있다.
AI가 생성한 분석으로 투자 자문이 아닙니다.
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