BREAKING: Microsoft, $MSFT, announces the launch of its Maia 200 AI chip to "reduce reliance on Nvidia."
— The Kobeissi Letter (@KobeissiLetter) January 26, 2026
The chip is being produced by Taiwan Semiconductor Manufacturing Co., $TSM, and is being launched in Microsoft data centers in Iowa.
BREAKING: Microsoft, $MSFT, announces the launch of its Maia
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人人都找台积电,我很高兴。不过,一切都基于习总心情很好。
-桃花源里人家-
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01/26/2026 postreply
08:47:00
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前段时间台积电ceo说要在台湾本土再造芯片厂,大概心里有谱近期几年不会有事。(?)
-*江南雨*-
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01/26/2026 postreply
09:13:11
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不是再造工厂,是投资很多工厂。
-桃花源里人家-
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01/26/2026 postreply
09:23:26
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噢,可能我搞错了, 当时也想等造好要什么时候啊?反正他愿意在台湾本土投钱应该是好现象。
-*江南雨*-
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01/26/2026 postreply
10:57:24
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Microsoft’s Maia 200 is real: 10 PF FP4, 216GB HBM3e, 7 TB/s
-chyang98-
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01/26/2026 postreply
09:48:11