Alex
@Alex_Intel_
🇺🇲🦅
参加 October 2013
441 フォロー中 5.3K ファン
Bernstein Taiwan analysts have 2028 EMIB production when converted to a CoWOS equivalent (modeling purposes) as greater than all 2025 CoWoS, and around 1/3 market share in 2028
EMIB is very efficient, and Intel Malaysia is a very large facility. In addition Intel has Amkor Korea to help output
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