With aggressive AI demand burdening TSMC's packaging resources, supply chain reports from Taiwan continue to suggest that Intel's EMIB-T packaging technology is gaining traction with Google. Intel has marketed EMIB, short for Embedded Multi-die Interconnect Bridge, as an alternative to TSMC's Chip-on-Wafer-on-Surface (CoWoS) technology to assemble AI GPUs with components such as memory. Google is expected to be a major EMIB customer, and today's…
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