[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  Jukan [@Jukanlosreve](/creator/twitter/Jukanlosreve) on x 22.7K followers Created: 2025-07-23 00:11:45 UTC Report: MediaTek Wins Major Order for Meta's New 2nm ASIC, Aiming for Mass Production in H1 2027 MediaTek and Broadcom are in continuous competition for Meta's new Application-Specific Integrated Circuit (ASIC) projects, with industry sources emphasizing that their performances are neck and neck. However, recent reports suggest that MediaTek is poised to win a major order for one of Meta's upcoming 2nm ASICs, codenamed "Arke." This chip, focused on post-training and inference, is expected to enter mass production in the first half of 2027. IC design industry sources reveal that if MediaTek wins the competition for this product, it would be the company's second major order from a Cloud Service Provider (CSP) client. MediaTek has traditionally refrained from commenting on any ASIC client-related news and maintains the same position on this matter. According to sources familiar with the ASIC industry, the "Arke" chip was not actually part of Meta's initial roadmap. Following "Iris," which is scheduled for mass production at the end of 2025, the original plan was to launch another product, "Olympus," using the N2P process. However, considering practical needs and cost-effectiveness, a chip specifically for inference, "Arke," was added to the product launch schedule. "Olympus" will now be repositioned as a training-focused ASIC to compete with NVIDIA's future GPUs, and its launch schedule will also be pushed back to 2028. Of course, the timelines for both "Arke" in 2027 and "Olympus" in 2028 will ultimately depend on actual market conditions. Meta's previous products, and even the postponed "Olympus," were reportedly all handled by the ASIC market leader, Broadcom. However, a cooperative relationship already exists between MediaTek and Meta. Meta's previously promoted proprietary smart glasses chip was a collaborative effort with MediaTek, establishing a working foundation between the two in the ASIC field. Therefore, it is not entirely surprising that MediaTek is expected to gain Meta's favor with the new "Arke" chip. Industry insiders state that after securing Google as a major client, MediaTek indeed needs to broaden its collaborations to establish its influence in the cloud ASIC market. The market has also recently observed that the design roadmaps and plans of major CSPs for ASICs are diverging from previous patterns. Although the demand for cloud AI remains immense and supply is extremely tight, the attitude of major CSPs towards cost-effectiveness has shifted. Previously, the primary consideration was whether the technology met the requirements and could be integrated; technical specifications and launch speed were prioritized, with cost being a much lower consideration. The situation is different now. As CSPs gain a clearer understanding of the actual cloud AI market dynamics and the technical details of chip design, they are beginning to seek the development of more practical and cost-effective products. It is in this environment that MediaTek's advantages in cost control are becoming more apparent. For the publicly announced ASIC projects by major CSPs and key AI players, the furthest mass production plans currently extend to around 2028. The winners for most of these projects have already been decided, with only a very small number of deals yet to be finalized. Currently, Broadcom remains the biggest winner, securing substantial projects from not only Google and Meta but also other key players like OpenAI, Apple, and ByteDance. However, MediaTek has successfully carved out a niche with Google and Meta, two clients where Broadcom previously held a dominant position. It is anticipated that as mass production for its major CSP clients' products accelerates from 2026 onwards, there will be a significant contribution to MediaTek's revenue.  XXXXX engagements  **Related Topics** [h1](/topic/h1) [$2454tw](/topic/$2454tw) [$avgo](/topic/$avgo) [stocks technology](/topic/stocks-technology) [Post Link](https://x.com/Jukanlosreve/status/1947811839360045353)
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Jukan @Jukanlosreve on x 22.7K followers
Created: 2025-07-23 00:11:45 UTC
Report: MediaTek Wins Major Order for Meta's New 2nm ASIC, Aiming for Mass Production in H1 2027
MediaTek and Broadcom are in continuous competition for Meta's new Application-Specific Integrated Circuit (ASIC) projects, with industry sources emphasizing that their performances are neck and neck. However, recent reports suggest that MediaTek is poised to win a major order for one of Meta's upcoming 2nm ASICs, codenamed "Arke." This chip, focused on post-training and inference, is expected to enter mass production in the first half of 2027.
IC design industry sources reveal that if MediaTek wins the competition for this product, it would be the company's second major order from a Cloud Service Provider (CSP) client. MediaTek has traditionally refrained from commenting on any ASIC client-related news and maintains the same position on this matter.
According to sources familiar with the ASIC industry, the "Arke" chip was not actually part of Meta's initial roadmap. Following "Iris," which is scheduled for mass production at the end of 2025, the original plan was to launch another product, "Olympus," using the N2P process.
However, considering practical needs and cost-effectiveness, a chip specifically for inference, "Arke," was added to the product launch schedule. "Olympus" will now be repositioned as a training-focused ASIC to compete with NVIDIA's future GPUs, and its launch schedule will also be pushed back to 2028.
Of course, the timelines for both "Arke" in 2027 and "Olympus" in 2028 will ultimately depend on actual market conditions.
Meta's previous products, and even the postponed "Olympus," were reportedly all handled by the ASIC market leader, Broadcom. However, a cooperative relationship already exists between MediaTek and Meta. Meta's previously promoted proprietary smart glasses chip was a collaborative effort with MediaTek, establishing a working foundation between the two in the ASIC field.
Therefore, it is not entirely surprising that MediaTek is expected to gain Meta's favor with the new "Arke" chip.
Industry insiders state that after securing Google as a major client, MediaTek indeed needs to broaden its collaborations to establish its influence in the cloud ASIC market.
The market has also recently observed that the design roadmaps and plans of major CSPs for ASICs are diverging from previous patterns. Although the demand for cloud AI remains immense and supply is extremely tight, the attitude of major CSPs towards cost-effectiveness has shifted.
Previously, the primary consideration was whether the technology met the requirements and could be integrated; technical specifications and launch speed were prioritized, with cost being a much lower consideration.
The situation is different now. As CSPs gain a clearer understanding of the actual cloud AI market dynamics and the technical details of chip design, they are beginning to seek the development of more practical and cost-effective products. It is in this environment that MediaTek's advantages in cost control are becoming more apparent.
For the publicly announced ASIC projects by major CSPs and key AI players, the furthest mass production plans currently extend to around 2028. The winners for most of these projects have already been decided, with only a very small number of deals yet to be finalized.
Currently, Broadcom remains the biggest winner, securing substantial projects from not only Google and Meta but also other key players like OpenAI, Apple, and ByteDance. However, MediaTek has successfully carved out a niche with Google and Meta, two clients where Broadcom previously held a dominant position. It is anticipated that as mass production for its major CSP clients' products accelerates from 2026 onwards, there will be a significant contribution to MediaTek's revenue.
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