Mediatek basically was ignored on handset weakness for two years, then TPU upside tripled the stock in the 6 months after we wrote about it in November. I’m wondering if there’s a version of this for Trainium. Is it just Alchip?

💻 #Googlebook# chip lineup is taking shape—and #Intel# is officially in. However, Team Blue isn’t alone, with #Google# also said to be working with #Qualcomm# and #MediaTek# on the broader silicon mix and hardware standards.💡More: 🔗

I didn’t realize this, but it looks like AWS may be using EMIB for a lower-end version of Trainium through MediaTek. Similar to the TPU v9 program handled by MediaTek, next-generation Trainium seems likely to use both EMIB and CoWoS. $INTC

Some quick thoughts on Intel's EMIB-T packaging for the new 2H27 Google TPU (Humufish). Based on my industry checks: 【How to read EMIB-T's 90% yield?】 1. Given Intel's track record running EMIB in mass production, hitting 90% technology validation yield on EMIB-T (still under development) is a very positive but reasonable data point. 2. Intel benchmarks EMIB production/assembly yield against FCBGA. Industry FCBGA yield today is generally above 98%. 3. On yield, getting from 90% to 98% is harder than getting from project kickoff to 90%. And technology validation yield ≠ final production yield, especially with some Humufish specs still unfinalized. So long-term, I'm positive on Intel's advanced packaging story. Near to mid-term, I'm staying cautious on how they get there. 【From 90% to 98%. Looks like just a few points. Does Google care? Absolutely】 1. Google recently asked TSMC how much it could save by placing wafer orders for Humufish's main compute die (designed in-house by Google) directly, rather than routing them through MediaTek. 2. Google and MediaTek have run a semi-COT model since day one (8t). MediaTek's mark-up sits mostly on the parts it designs itself, so whether Google places the wafer orders for main compute die directly isn't a key swing factor for MediaTek's earnings trajectory. 3. But Google even probing whether it can squeeze out the pass-through mark-up on wafer orders tells you something: Google has shifted from easygoing buyer to hard-nosed on cost. The reason is simple: to take on Nvidia head-on, cost is Google's edge, which makes EMIB-T production yield Google's problem to solve. For context, TSMC's yield target on 5.5-reticle CoWoS in 2026 also starts at 98%. 【TSMC's position】 1. My understanding is TSMC is still working out how much advanced-node capacity to allocate to Humufish in 2H27, for two reasons: (1) it still wants the back-end packaging orders, though looks unlikely for now, and that's by design on Google's part; and (2) it's still gauging actual back-end output from EMIB-T, to avoid misallocating scarce advanced-node capacity. 2. Humufish's effective back-end output hinges on both EMIB-T and substrates, and both need to be tracked together. 3. On the Humufish semi-COT model, TSMC also prefers MediaTek to place the wafer orders for the main compute die. Beyond the close working relationship, the key point is MediaTek is TSMC's third-largest advanced-node customer in 2025. If TPU orders shift, MediaTek's scale makes it a natural buffer for TSMC to rebalance its wafer allocation mix.

The Iranians are claiming otherwise on the initial mediated agreements via Pakistan 'US MUST comply with agreement' on 'comprehensive ceasefire in Lebanon' — Iran Parliament Speaker Ghalibaf 'America should withdraw from 'Israel First' mistake'

SECRETARY RUBIO: We’re the only country in the world that can mediate and bring a conclusion to the war between Russia and Ukraine. The President wants to see the war end and if there’s something we can do to help it end, we are going to do it.

Samsung and its South Korean labor union are set to join a new round of government-mediated pay talks on May 18, in a bid to avert a strike at the tech giant, which accounts for nearly a quarter of the country's exports. More here:

China imports roughly 40% of its oil through the Strait of Hormuz. Xi's offer to mediate with Iran isn't altruism, it's supply chain protection dressed up as diplomacy. Trump should take the help and keep both eyes open.

Der Spiegel writes that some European and German politicians are now proposing that Angela Merkel could become Europe’s representative to mediate the Russia-Ukraine peace deal negotiations They argue that she has credibility in Europe, unlike Schröder, and speaks fluent Russian