In response to stringent U.S. export controls and sanctions, Intel is set to launch two AI chips tailored for the Chinese market. The HL-328 and HL-388 models are scheduled for release in June and September, respectively, as outlined in a white paper published on April 12.
These new chips are part of Intel's latest Gaudi 3 product line, which debuted on April 9. Despite incorporating advanced features like on-chip memory and high-bandwidth memory, the performance of these AI chips has been intentionally reduced to comply with regulatory requirements.
Intel's move follows similar actions by rival Nvidia, which plans to introduce three China-specific chips. Nvidia's H20 chip is expected to begin small-scale deliveries in the first quarter of 2024, with larger shipments following in the second quarter.
Experts highlight the significant impact of these restrictions. Zeng Yi, a professor of AI at the Institute of Automation of the Chinese Academy of Sciences, emphasized the importance of maintaining access to advanced technologies. “If a company doesn't sell its most advanced products to foreign customers unreasonably, it's definitely going to lose them,” Yi stated. He added, “China has to build alternative AI ecosystems as soon as possible.”
Intel faces stiff competition from industry leaders like AMD and Nvidia, alongside challenges in keeping its manufacturing technology on par. The Chinese mainland remains crucial for Intel, accounting for 27 percent of the company's revenue in 2023, the highest among all regions.
As global tech dynamics evolve, Intel's strategic adjustments reflect the broader landscape of international trade and technological advancement.
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Intel to launch weaker AI chips for China to comply with U.S. sanction
cgtn.com
