AI 导读
EMIB 真的在蚕食 CoWoS 吗？ CoWoS 多年来一直主导先进封装。台积电持续激进扩产，但仍不足以满足客户需求。 Intel 带着一个有吸引力的替代方案 EMIB 入场——客户正在回应。(1/3)🧵 https://t.co/SyqT8HkFD9
正文
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)🧵 https://t.co/SyqT8HkFD9
来源：@SemiAnalysis_ · x.com