SemiAnalysis
@SemiAnalysis_
Joined January 2024
35 Following 167.6K Followers
Is EMIB really chipping away at CoWoS?
CoWoS has owned advanced packaging for years. TSMC keeps adding capacity aggressively but it still isn't enough to satisfy customer demand.
Intel stepped in with a compelling alternative with EMIB — and customers are responding. (1/3)🧵
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