Alex(@Alex_Intel_):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 $INTC

2026.08.17 00:18

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 $INTC