[InvestorType]

This appears to be manufactured by TSMC (or Samsung). The press release says it will use a 5nm process, which is not on Intel's roadmap.

"The Intel Gaudi 3 accelerator, architected for efficient large-scale AI compute, is manufactured on a 5 nanometer (nm) process"

[ac29]

Habana was an acquisition and their use of TSMC predates the acquisition.

[modeless]

Yeah, but if Intel can't even get internal customers to adopt their foundry services it seems to bode poorly for the future of the company.

[ksec]

The design and decision to make it Fab with TSMC was way ahead of Intel's Foundry services offering. ( And it is not like Intel had the extra capacity planned at the time for Intel's GPU )

[simpsond]

Process matters. Intel was ahead for a long time, and has been behind for a long time. Perhaps they will be ahead again, but maybe not. I’d rather see them competitive.