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Intel is in talks with Google and Amazon to power AI chips with new packaging tech

TL;DR AI

Key summary

2 min read
  1. Intel has made advanced packaging a core part of its manufacturing strategy and sees it as a differentiator.

  2. Intel currently uses EMIB to link chiplets; Foveros provides 2.5D/3D die-stacking capabilities.

  3. A new EMIB-T adds through-silicon vias (TSVs) to the bridge to improve power delivery and signal integrity.

  4. Intel repurposed Fab 9 and Fab 11X in Rio Rancho for advanced packaging lines, supported by $500 million from the US Chips Act.

  5. Intel is in talks with Google and Amazon about advanced AI chip packaging; executives forecast packaging revenue well north of $1 billion.

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