Forget Nvidia: Morgan Stanley says Intel's much-hyped AI chip will boost 3 global stocks

The launch of Intel 's latest artificial intelligence chip is expected to benefit three global semiconductor companies, according to Morgan Stanley. Intel unveiled its third-generation AI accelerator, Gaudi 3 , earlier this month. The semiconductor giant said the latest chip is twice as power-efficient and can run AI models one-and-a-half times faster than Nvidia's H100 GPU – the flagship product from the current AI chip market leader.

The fabrication of Gaudi 3 chips will be handled by TSMC using its latest-generation 5-nanometer process, while Alchip is expected to be the key beneficiary in the semiconductor supply chain by providing design services for both Gaudi 2 and Gaudi 3. Wistron is expected to be the main baseboard supplier.

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