Microsoft’s Next AI Chip Could Hand Marvell and TSMC a Massive Win

TLDR

• Microsoft is expected to unveil its Maia 300 AI accelerator as soon as this fall
• Wedbush analyst Matt Bryson says Marvell and TSMC stand to benefit if a large order materializes
• Microsoft has spoken to TSMC about securing over 300,000 chips for delivery in 2027
• The Maia program is now in its third generation, a point where silicon projects historically gain traction
• Nvidia is unlikely to be badly hurt, as it has done a strong job securing supply and meeting demand

Microsoft is preparing to launch its next AI chip, and analysts say two companies could benefit most from the move.

Wedbush Securities analyst Matt Bryson flagged Marvell Technology and Taiwan Semiconductor Manufacturing Co. as the most likely winners if Microsoft follows through with a large production order for its Maia 300 AI accelerator.

Taiwan Semiconductor Manufacturing Company Limited, TSM

The chip could be unveiled as soon as this fall. Microsoft has reportedly been in talks with TSMC about manufacturing more than 300,000 units, with delivery targeted for 2027.

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