SK Hynix is testing Intel's EMIB right now！

The world's #1 HBM supplier （powering NVIDIA & the entire AI boom） just started receiving Intel EMIB substrates and is running real 2.5D packaging tests with HBM + logic chips.

This could finally crack TSMC's CoWoS monopoly - and hand Intel a massive boost in the AI packaging race （and explain why it's stock explode） Less Taiwan dependency. More U.S. power？ $INTC on the comeback trail？