Intel Significantly Reduces Gaudi3's 2025 Shipping Target

TapTechNews October 8th news, Taiwan media 'Economic Daily' reported on the 7th of this month that the market spread that Intel, in order to'respond to internal strategy adjustments and changes in terminal demand', significantly reduced the shipping target of the AI accelerator chip Gaudi3 in 2025.

It is reported that Intel originally estimated that the shipping scale of the Gaudi3 accelerator chip could reach 300,000 to 350,000 units next year, but the latest news shows that it has been reduced to 200,000 to 250,000 units. If both are estimated according to the median (TapTechNews note: that is, 325,000 units and 225,000 units), the reduction rate reaches 30.77%.

Taiwan media also pointed out that due to Intel's reduction of the shipping target of the AI accelerator next year, it has'severely cut' the Gaudi3 chip-related orders of upstream suppliers/associated enterprises such as TSMC, ASE, Silicon Motion (AIchip), Unimicron, and Accton.

Intel Significantly Reduces Gaudi3's 2025 Shipping Target_0

Intel's Gaudi3 AI accelerator was officially released on September 24 local time in the US. This chip adopts TSMC's 5nm process and has 64 TPC tensor processor cores and 8 matrix multiplication engine MMEs for accelerating deep neural network calculations, and is equipped with 128GB HBM2e memory.

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