Intel Gaudi 2 special edition orders are in short supply, TSMC is preparing for additional supply

According to news on September 19, Intel recently released the highly anticipated new AI processor Gaudi in the Chinese market. 2. This processor is designed to meet the rapidly growing demand for artificial intelligence. This processor has 24 programmable Tensor Processor Cores (TPCs), 21 100Gbps (RoCEv2) Ethernet interfaces, and 96GB HBM2E memory capacity, as well as a total memory bandwidth of 2.4TB/second, is also equipped with 48MB on-chip SRAM and an integrated multimedia processing engine.

According to reliable sources, Gaudi 2 processor has achieved great success in the Chinese market, and the order volume has increased rapidly, and even had to place large-scale additional orders with TSMC. One of the reasons behind this success is the rapid growth of AI computing power in the Chinese market, while competitors such as Nvidia are constrained by insufficient advanced packaging production capacity of TSMC, resulting in a sharp increase in the price of high-end chips. As a result, Intel has successfully filled a gap in market demand, a phenomenon similar to what Nvidia faced in the past.

According to the editor’s understanding, the order visibility of the Gaudi 2 processor has been extended to mid-2024, and Intel is actively accelerating the launch of Gaudi using TSMC’s 5/4nm process 3 processor, expected to be available in 2024.

In addition, there is news that the world's leading cloud service providers meta, Microsoft, Google and AWS have also been affected by TSMC's production capacity problems, which makes AMD MI300 series processors are in short supply. In view of the greater possibility of NVIDIA export restrictions in the future, Intel seized this opportunity, and even the so-called "special edition" Gaudi 2 was in short supply.

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