Meta’s Zuckerberg Courts Asian Tech Giants to Strengthen AI Chip Partnerships
Meta CEO Mark Zuckerberg is making strategic moves across Asia to bolster partnerships in AI chip development and extended reality (XR) technologies. His tour highlights Meta’s push to diversify its supply chain and reduce reliance on dominant players like Nvidia and TSMC.
Strengthening Ties with Samsung for AI Chips
During a meeting with South Korean President Yoon Suk Yeol, Zuckerberg emphasized Meta’s interest in deepening collaboration with Samsung Electronics for AI chip production. This move aims to mitigate geopolitical risks tied to Taiwan, where TSMC—the world’s largest contract chipmaker—is headquartered.
Key discussion points included:
- Expanding cooperation in AI and XR industries
- Developing next-generation, energy-efficient chips
- Reducing supply chain vulnerabilities
A Samsung spokesperson declined to comment on Zuckerberg’s private meeting with Executive Chairman Jay Y. Lee, though reports confirm discussions around semiconductors and XR technologies.
Japan’s Semiconductor Revival
Zuckerberg also met Japanese Prime Minister Fumio Kishida to explore opportunities in Japan’s resurgent chipmaking sector. Japan lags behind Taiwan and South Korea in advanced chip production but is investing heavily to catch up.
TSMC’s recent expansion in Japan underscores this shift:
- First fabrication plant opened in Japan (construction began April 2022)
- Second plant slated for late 2024
- Joint venture with Japan Advanced Semiconductor Manufacturing (JASM)
The Global AI Chip Race Heats Up
Meta’s Asian tour coincides with intensifying competition for AI hardware dominance. While Nvidia leads the market, tech giants like Meta, Microsoft, and Google are racing to secure alternatives. Meta is developing its in-house AI chip, Artemis, for data centers, while also seeking external partnerships.
XR Collaboration with LG Electronics
Zuckerberg’s meeting with LG Electronics CEO William Cho focused on XR device development. LG aims to integrate Meta’s XR platform into its consumer devices (e.g., TVs) to create a “distinctive ecosystem.”
Key takeaways:
- LG established a dedicated XR team in late 2023
- Targeting 2025 for its first XR device launch
- Meta sees LG as a strategic non-compe***** in consumer electronics
A Meta spokesperson praised LG’s “commitment to building the next generation of XR devices,” emphasizing the importance of industry collaboration.
Why This Matters
Zuckerberg’s Asia tour reflects Meta’s multi-pronged strategy:
- Diversifying chip supply chains amid U.S.-China tensions
- Reducing Nvidia dependence through in-house and partner solutions
- Accelerating XR adoption via partnerships with hardware leaders
As AI and XR technologies evolve, these alliances could reshape the competitive landscape—and Meta is positioning itself at the center.
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