LIWEI_TW Capital(@LIWEI_TWCapital):Meta’s Muse is reigniting the CPU trade. $TSM’s CoWoS bottleneck is opening a window for Intel’s EMIB-T. Liwei and @regularwang break down the technology behind Intel’s all-in-one AI play, from CPUs and EMIB-T to 14A and optical I/O.

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LIWEI_TW Capital@LIWEI_TWCapital

2026.09.21 12:01

Meta’s Muse is reigniting the CPU trade. $TSM’s CoWoS bottleneck is opening a window for Intel’s EMIB-T. Liwei and @regularwang break down the technology behind Intel’s all-in-one AI play, from CPUs and EMIB-T to 14A and optical I/O.

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