Tag: #packaging9 results
TSMC is reportedly developing a 'quasi-EMIB' packaging technology in collaboration with Kinsus Interconnect Technology to compete with Intel's EMIB. This move aims to address CoWoS capacity shortages and reduce costs for mid-range AI chips.
BOE is pivoting from traditional display panels to AI infrastructure by developing glass-based packaging substrates. This technology is critical for next-generation AI chip packaging, offering superior performance over organic substrates.
Analyst Jeff Pu reports Intel's EMIB packaging tech achieved 90% yield, matching FCBGA while enabling higher interconnect density for AI data center chips. EMIB-T variant supports large-scale HBM integration. Intel plans EMIB-T expansion to over 12x reticle by 2028.
Samsung Electronics will complete its Wonyang new factory this year to push dual-track HBM packaging strategy. The site starts advanced HBM production next year, easing Tianan plant capacity strain. Wonyang's existing general DRAM lines will shift to Vietnam.
Fujitsu and 1FINITY showcased first wafers and engineering samples of next-gen MONAKA CPU at MWC 2026. The processor targets data centers and high-performance computing with 144 cores and 3.5D packaging. It has entered the runnable stage.
Intel CFO David Zinsner announced at Morgan Stanley conference that first EMIB and EMIB-T packaging customers are expected by H2 this year. These deals are projected to generate tens of billions in revenue for Intel.
Ajinomoto will invest 1.2 billion yen via subsidiary Ajinomoto Fine Tech to buy land in Gifu for a new ABF plant. The facility targets semiconductor packaging expansion, with construction starting in 2028 and production in 2032.
Investor rumors claimed Boje Shares exclusively supplies TSMC's CoWoS packaging line with superior 0.1mL/min leak detection. The company clarified no direct business cooperation with TSMC. This addresses speculation on advanced semiconductor equipment.
BE Semiconductor Industries NV shares reached record highs Tuesday. Bank of America analysts hiked their price target to the highest level. They argue the market underestimates demand for the firm's products.