Broadcom Inc. announced on April 22, 2026, that it has entered into a definitive agreement with Meta Platforms Inc. to co-develop the industry’s first 2-nanometer (2nm) artificial intelligence compute accelerator. This strategic partnership extends the long-standing relationship between the semiconductor designer and the social media giant through 2029. The collaboration aims to produce highly specialized application-specific integrated circuits (ASICs) tailored for Meta’s large-scale AI workloads, including generative models and recommendation engines.
The upcoming 2nm AI chip represents a significant technological leap from current 5nm and 3nm designs. By utilizing the 2nm process node, Meta expects to achieve substantial improvements in energy efficiency and transistor density, which are critical for powering the next generation of infrastructure. Broadcom will provide its proprietary intellectual property, including high-bandwidth memory (HBM) interfaces and high-speed interconnect technologies, to facilitate the integration of the chip into Meta’s global data center network.
This announcement follows years of collaboration where Broadcom assisted Meta in the development of its Meta Training and Inference Accelerator (MTIA) family. Broadcom Chief Executive Officer Hock Tan stated that the extension of the partnership reflects the increasing demand for customized silicon solutions that offer better performance-per-watt than general-purpose hardware. Meta has been aggressively expanding its internal chip design capabilities to reduce its dependence on external vendors and optimize its hardware-software stack for specific AI applications.
While the specific financial terms of the deal were not disclosed, Broadcom’s custom AI chip business has become a primary driver of its semiconductor solutions revenue. In previous fiscal years, the company reported that a significant portion of its AI-related revenue was derived from a small group of hyper-scaler customers, including Meta and Google. The 2029 extension ensures a stable revenue stream for Broadcom’s ASIC division and secures Meta’s access to leading-edge manufacturing capacity and design expertise during a period of intense competition for semiconductor resources.
The move to 2nm technology places Meta and Broadcom at the forefront of the semiconductor roadmap. Most industry roadmaps expect 2nm mass production to begin in late 2025 or early 2026, making this project one of the earliest commercial applications of the node. The chips will be manufactured using Gate-All-Around (GAA) transistor architecture, which offers superior control over current flow compared to previous FinFET designs. This transition is essential for Meta as it continues to scale its AI-driven services, including real-time content moderation and advanced virtual reality environments.