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[It is reported that TSMC’s CoWoS supply shortage has caused customers to focus on Intel EMIB-T] On September 2, it was reported that TSMC’s CoWoS orders have been fully booked until 2027, and some customers even have to wait more than a year to get their orders. As TSMC's supply bottleneck persists, Intel's new technology is gaining attention as an alternative. It is reported that MediaTek officially announced in its recent financial report conference call that it plans to use both CoWoS and EMIB-T technologies to develop artificial intelligence application-specific integrated circuits (ASICs) on a large scale; Broadcom and Meta are also considering transitioning from CoWoS to EMIB to reduce costs, and Google and Nvidia have also shown strong interest in EMIB-T.
AI 🕐 2026-09-02 15:04

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