The launch of Intel ‘s newest synthetic intelligence chip is predicted to learn three world semiconductor firms, in keeping with Morgan Stanley. Intel unveiled its third-generation AI accelerator, Gaudi 3 , earlier this month. The semiconductor large stated the most recent chip is twice as power-efficient and might run AI fashions one-and-a-half instances quicker than Nvidia’s H100 GPU – the flagship product from the present AI chip market chief. Intel says the excessive demand for AI chips implies that main authentic tools producers like Dell , Hewlett Packard Enterprise , Lenovo , and Supermicro have already introduced the adoption of Gaudi 3. Provide constraints previously have meant Intel has struggled to show its order backlog into confirmed gross sales, however Morgan Stanley believes these points might be resolved from the second half of 2024 onwards. In a analysis be aware Monday, the Wall Avenue financial institution stated Taiwanese firms TSMC , Alchip , and Wistron are more likely to be the largest beneficiaries of the demand for Intel’s Gaudi chips. Shares of all three firms are additionally traded in the USA. The fabrication of Gaudi 3 chips might be dealt with by TSMC utilizing its latest-generation 5-nanometer course of, whereas Alchip is predicted to be the important thing beneficiary within the semiconductor provide chain by offering design companies for each Gaudi 2 and Gaudi 3. Wistron is predicted to be the principle baseboard provider. “In response to our provide chain checks, the entire Gaudi cargo quantity (together with 2 and three) could possibly be as excessive as 300-400k models in 2025 (implying US $2-3bn income to Intel) if TSMC can present enough CoWoS capability,” stated Morgan Stanley’s analysts led by Charlie Chan in a be aware to shoppers on Apr. 22. The funding financial institution’s forecast is predicated on its survey of the semiconductor provide chain, and means that different main cloud firms like Amazon , Microsoft and Google are additionally considering adopting Gaudi chips. In its be aware, Morgan Stanley reiterated its obese ranking on Alchip and TSMC, contemplating them long-term winners of AI semiconductor demand. The analysts are obese on Wistron too, noting that Nvidia’s new Blackwell GB200 AI chip can even drive rapid development for the Taiwanese electronics producer. — CNBC’s Michael Bloom contributed reporting.