Key facts
- Microsoft plans to unveil its new Maia 300 AI chip this fall.
- The chip is being developed in partnership with Marvell Technology.
- The Maia 300 is expected to utilize 2nm technology with HBM4 memory.
- Microsoft aims for a release in the fourth quarter of 2026.
- The chip is anticipated to be priced around $8,000 per unit.
Microsoft is reportedly planning to publicly unveil its new Maia 300 AI chip this fall, potentially as soon as next month. This development signals a significant step in Microsoft's efforts to develop its own artificial intelligence hardware.
The Maia 300 chip is currently under development by Marvell Technology, with Microsoft betting on this partnership to enhance its AI computing capabilities. The chip is expected to feature advanced 2nm technology with HBM4 memory, positioning it as one of the most sophisticated chips globally. This technological leap is part of Microsoft's strategy to integrate internal development with third-party manufacturing expertise, especially after facing challenges with its earlier Maia 200 chip design.
Microsoft has scheduled the release of the Maia 300 for the fourth quarter of 2026. Analysts from Fubon Research anticipate an initial wave of 300,000 to 400,000 units by the end of 2026, with projections of 1.2 to 1.5 million units in the following year. The average price for the Maia 300 chip is estimated at $8,000, potentially generating substantial revenue for Marvell.
In parallel, Microsoft is also increasing the planned volume for its Maia 200 chips to at least 150,000-200,000 units in 2026, indicating a strong push to maintain momentum in the competitive AI hardware market. The pricing strategy for Maia 300 is noted to be competitive compared to offerings from rivals like Amazon Web Services, despite its higher price point reflecting advanced technology and market demand.