SemiAnalysis
@SemiAnalysis_
参加 January 2024
35 フォロー中 167.6K ファン
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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