Dan Nystedt(@dnystedt):Microsoft’s self-developed AI chips will be in mass production in 2027 as all work on design and capacity allocation remains smooth, media report, citing the head of Microsoft Taiwan, Sean Pien. Prior leaks had put production in the 2nd half of 2026. Pien said in the near term, the chips will power Microsoft’s internal needs, and won’t be open for third party use. He said the chips will drive down overall computing costs. $MSFT #semiconductors

Dan Nystedt

@dnystedt

Former journalist, now financial analyst. Based in Taipei. Tweet mainly about semiconductors and Taiwan. Not investment advice. Views are my own.

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Dan Nystedt@dnystedt

2026.09.22 00:49

Microsoft’s self-developed AI chips will be in mass production in 2027 as all work on design and capacity allocation remains smooth, media report, citing the head of Microsoft Taiwan, Sean Pien. Prior leaks had put production in the 2nd half of 2026. Pien said in the near term, the chips will power Microsoft’s internal needs, and won’t be open for third party use. He said the chips will drive down overall computing costs. $MSFT #semiconductors#