Internal memo shows Meta planned to start manufacturing 'Iris' AI chip in September to boost compute

A company memo shows Meta intends to start manufacturing its Iris data‑center AI chip in September and use custom silicon and long‑term component deals to scale to 14 GW of compute.

In this brief: 2 sections 1 min read

- Iris (part of MTIA family) planned for manufacturing start in September per memo.
- Meta tested the chip with no major issues and is working with Broadcom (design) and TSMC (manufacturing).
- The company targets 7 GW in 2026 and doubling to 14 GW in 2027.
- Long‑term supply agreements referenced with Samsung (memory), Sandisk (flash), Sumitomo Electric (fiber).
- Memo framed custom silicon as a way to reduce dependence on GPUs from Nvidia/AMD and to manage rising component costs.

Read full analysis on theedgemalaysia.com

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