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Intel SUPPLY CHAIN TRACE

CHIP DESIGNERS🇺🇸 United States · INTC · NASDAQ

Intel designs the Gaudi 3 AI accelerator and Xeon Max CPUs — positioned as cost-efficient alternatives to NVIDIA GPUs for AI inference and training workloads. Unlike AMD and NVIDIA, Intel also operates its own foundry (Intel Foundry Services), which manufactures Intel's mainstream Xeon and Core CPUs in an intra-company self-supply relationship. The Gaudi 3 die, however, is fabricated by TSMC on an advanced node, making Intel both a TSMC customer and an Intel Foundry customer depending on the product.

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TSMC

World's largest contract chip manufacturer

Chokepoint🇹🇼
FOUNDRIESfabricates Gaudi 3 and Arc GPU dies for

Ibiden

Dominant supplier of IC substrates for advanced packages

Chokepoint🇯🇵
MATERIALSsupplies FC-BGA substrates to

Shinko Electric

Major IC substrate and lead frame supplier

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MATERIALSsupplies IC substrates to

SK Hynix

Leading HBM3/HBM3E supplier for AI accelerators

Chokepoint🇰🇷
MEMORY (HBM)supplies HBM3 memory to

Intel Foundry

US-based foundry ramping Intel 18A and 3nm nodes

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FOUNDRIESfabricates Xeon/Core CPUs for (intra-company self-supply)

Cadence

Leading EDA software provider; IC design tools (Virtuoso, Genus, Innovus) used by every advanced chip designer; US export-controlled to Chinese entities since 2022

Chokepoint🇺🇸
EDA TOOLSprovides EDA tools to

Synopsys

Largest EDA software provider; IC design and verification tools (Design Compiler, PrimeTime, VCS) essential for all advanced chip tapeouts; US export-controlled to Chinese entities

Chokepoint🇺🇸
EDA TOOLSprovides EDA tools to

ASE Technology

World's largest OSAT; packages AI chip dies from TSMC and Samsung for NVIDIA, AMD, Apple, and Qualcomm

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OSAT / PACKAGINGprovides packaged chip modules to

↓ all supply to Intel ↓

Intel

Designs Gaudi 3 AI accelerators and Xeon AI CPUs; TSMC-fabbed at advanced nodes for AI workloads

UPSTREAM — SUPPLIERS ↑ · DOWNSTREAM — CUSTOMERS ↓
~75% x86 server CPU (Xeon); ~2-3% AI accelerator (Gaudi 3)
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↓ Intel supplies to ↓

Super Micro

Leading GPU server ODM for AI data centers

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SERVER ODMssupplies Gaudi AI accelerators to server ODM

Quanta Computer

World's largest ODM by revenue; primary AI server manufacturer for Google, Meta, Amazon, and Microsoft

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SERVER ODMssupplies Gaudi AI accelerators to server ODM

Wiwynn

Major ODM server manufacturer for hyperscalers

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SERVER ODMssupplies Gaudi AI accelerators to server ODM

Foxconn Industrial Internet (FII)

Foxconn's AI server ODM division; assembles GPU clusters for hyperscalers and enterprise AI deployments globally

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SERVER ODMssupplies Gaudi AI accelerators to server ODM

Dell Technologies

Major AI server vendor (PowerEdge XE9680); routes NVIDIA, AMD, and Intel Gaudi GPUs to enterprise customers; #2 AI server brand globally

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ENTERPRISEsupplies Gaudi/Xeon to AI server vendor

DOWNSTREAM — CUSTOMERS

About this company

QWhat is Intel's role in the AI chip supply chain?

Designs Gaudi 3 AI accelerators and Xeon AI CPUs; TSMC-fabbed at advanced nodes for AI workloads

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