[News] Intel Reportedly Taps SK hynix’s Next-Gen HBM to Power Jaguar Shores in AI Chip Race

Fresh off its inaugural overseas Foundry Direct Connect event in Seoul last week, Intel—keen to sharpen its lead in AI chips—is reportedly teaming up with SK hynix to co-develop next-generation AI accelerators, South Korea’s Newsis reports.

At the Intel AI Summit on July 1, SK hynix VP Jung Woo-seok revealed that the company is collaborating with Intel on integrating HBM into its Gaudi AI accelerator, according to the report.

According to Intel, its 2024-launched Gaudi 3 packs eight HBM2E devices. Notably, to gain ground in the AI chip race, its next Gaudi chip—code-named Jaguar Shores—may adopt SK hynix’s cutting-edge HBM4, as per Newsis.

However, SK hynix stated that while it has maintained a long-standing partnership with Intel, nothing has been finalized yet regarding HBM4 collaboration, the report adds.

While Intel’s AI chips may rely on SK hynix for its latest HBM, another report from the bell reveals that the collaboration might be reciprocal, with Intel possibly exploring manufacturing HBM base dies for SK hynix—though details remain uncertain. Meanwhile, the Korean Economic Daily has previously reported that SK hynix plans to produce HBM4 chips using TSMC’s cutting-edge 3nm process.

It is worth noting that if Intel’s 2026-bound Jaguar Shores adopts SK hynix’s HBM4, it would bring its specs in line with NVIDIA’s and AMD’s next-gen AI chips. Both NVIDIA’s Rubin and AMD’s MI400—also expected in 2026—are rumored to feature HBM4 as well.

Read more

• [News] Intel’s First Overseas Foundry Connect in Seoul Sparks SK hynix HBM Buzz
• [News] Intel Reportedly Faces New U.S. AI Chip Crackdown on China for High-end Products Like Gaudi

(Photo credit: Intel)