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TSMC is moving in on Intel’s turf; Why Intel is up anyway
['Louis Juricic', 'Min Read']
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Intel's stock remains strong today despite a report from The Information indicating that Taiwan Semiconductor Manufacturing Co. (TSMC) is developing an "EMIB-like" advanced packaging technology, potentially challenging a key advantage for Intel's Foundry business.
Here is why Intel's stock is holding up today, despite the long-term threat from TSMC.
The report from The Information detailed that Taiwan Semiconductor Manufacturing Co. (TSMC) is developing a new advanced packaging technology internally referred to as "EMIB-like."
While TSMC dominates the current AI packaging market with its CoWoS (Chip-on-Wafer-on-Substrate) technology, CoWoS is bottlenecked.
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