Korean media reporting projected Maia 300 shipments above 1 million units, each carrying eight HBM4 stacks totaling 288 GB, adding supply-chain context to Nadella's October 2026 announcement that Maia chips will become Microsoft's primary inference system starting 2027.
Counterpoint Research, cited in the same reporting, projects HBM bit demand from custom chips will rise roughly 35x between 2024 and 2028. The reporting placed Microsoft alongside Google, Amazon, and Meta as accelerating in-house chip development, with SK Hynix already supplying Maia 200 and Samsung seeking a larger share.