AI TRENDS | TSMC CoWoS Shortage Puts Intel EMIB-T in Focus

According to Jin10, reports said TSMC's CoWoS orders are fully booked through 2027, and some customers must wait more than a year to receive orders. In the face of the ongoing supply bottleneck at TSMC, Intel's new technology is drawing attention as an alternative. MediaTek said on a recent earnings call that it plans to use both CoWoS and EMIB-T to develop artificial intelligence application-specific integrated circuits at scale, while Broadcom and Meta are also considering a shift from CoWoS to EMIB to cut costs, and Google and Nvidia have shown strong interest in EMIB-T.