Meta's push to put artificial intelligence (AI) into smart glasses could benefit the companies that make older, specialised chips, according to analysts.
Mark Zuckerberg, Meta's chief executive, yesterday showed off the integration of Muse with the company's smart glasses.
Analysts described the tie-up as a natural step.
They said several companies, including Google, Meta and OpenAI, are trying to lead the market for wearables and other devices that act as consumers' main route to AI.
For Meta and OpenAI, the analysts believe success could eventually help them challenge Android and iOS, the operating systems that dominate the smartphone market.
Google owns Android, while Apple controls iOS.
The analysts see the new generation of AI devices as good news for the wider chip supply chain.
The devices need chips for processing and connectivity, sensors to take in information, and power chips that allow them to run for long periods.
They also rely on data centres to handle AI tasks that are too demanding for the device itself.
The analysts singled out mature and specialty foundries, the factories that make older and more specialised chips to order, as likely beneficiaries.
Those manufacturers supply much of the chip content inside such devices.
Companies in that group include GlobalFoundries, the US chipmaker, Tower Semiconductor of Israel, and United Microelectronics Corporation (UMC) of Taiwan.
The note doesn't explain what Muse is (Meta's AI model, presumably) or name the broker; both need adding.
