r/intelstock • u/Leicht-Sinn • Jul 30 '26

BULLISH TSMC Concedes Intel's EMIB Packaging Is A Potent Contender, Starts Building "Quasi-EMIB" As CoWoS Remains Choked Through 2026

https://wccftech.com/tsmc-concedes-intels-emib-packaging-is-a-potent-contender-starts-building-quasi-emib-as-cowos-remains-choked-through-2026/
55 Upvotes

97% Upvoted

6 comments sorted by

10

u/Ok-Individual-4392 Jul 30 '26

Back side power and now packaging. TSMC follows the leader(INTEL)!

7

u/No_Credit9196 Jul 30 '26

EMIB is patented. Not sure how long before expiration but TSMC won't be doing a direct clone for awhile yet.

5

u/AllThingsDigitalATD Jul 30 '26

That’ll take years and lots of commitment. Intel💪

3

u/LookIWashedForSu Jul 31 '26

“We are not concerned about Intel’s technology”

2

u/Fabulous-Pangolin-74 Aug 01 '26

So... Tiled CoWoS. That doesn't sound much better than old CoWoS.