Trade Whisperer(@TradexWhisperer):$INTC EMIB substrate yields reportedly jumped from ~30% in 2Q26 to ~45% now. Next targets: 50% by 4Q26, 60% by 1Q27. Google expected to adopt EMIB-T in 2027. AWS testing. Intel CEO Lip-Bu Tan on substrates: Intel "has to prepay" suppliers to secure capacity. Advanced packaging is the next chokepoint after HBM $TSM $ASX $AMKR

4hours ago

$INTC EMIB substrate yields reportedly jumped from ~30% in 2Q26 to ~45% now. Next targets: 50% by 4Q26, 60% by 1Q27. Google expected to adopt EMIB-T in 2027. AWS testing. Intel CEO Lip-Bu Tan on substrates: Intel "has to prepay" suppliers to secure capacity. Advanced packaging is the next chokepoint after HBM $TSM $ASX $AMKR

Trade Whisperer@TradexWhisperer

2026.09.25 18:50

$TSM $ASX $AMKR CoWoS capacity doubles again by 2028e. 18k wpm in 2023. 370k wpm by 2028e. That's ~20x in five years. And TSMC can't carry it alone. The non TSMC slice (Amkor, ASE, UMC) grows to roughly 110k wpm by 2028e, nearly a third of the market.