SK海力士正在测试英特尔的EMIB技术! 这家全球排名第一的HBM供应商(为英伟达及整个AI热潮提供动力)刚开始接收英特尔EMIB基板,并正在运行真实的2.5D封装测试,结合HBM与逻辑芯片。 这可能最终打破台积电CoWoS的垄断——让英特尔在AI封装竞赛中获得巨大推动(并解释其股价暴涨原因) 减少对台湾依赖。 增强美国实力? 英特尔正重返赛道?
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?