Intel Foundry is apparently farming out some of its EMIB packaging work to Amkor over in South Korea, and people are reading this as a sign that demand for their advanced packaging tech is getting pretty wild. The company has enough capacity stateside to handle things, but outsourcing to Amkor just speeds everything up way faster than building new fabs would. EMIB is expected to drive a bunch of external foundry revenue before the 14A process drops, and supposedly big names like MediaTek, Google, Qualcomm, and Tesla are all interested.
Part of why customers are looking at Intel Foundry is because TSMC's CoWoS capacity is completely maxed out from AI companies hogging all the slots. Right at this moment, companies like NVIDIA have to ship Arizona-made wafers back to Taiwan for packaging, which costs more and takes forever. With Intel stepping in, companies can get both semiconductor production and advanced packaging services without leaving the US, which cuts down on the logistical nightmare.
Part of why customers are looking at Intel Foundry is because TSMC's CoWoS capacity is completely maxed out from AI companies hogging all the slots. Right at this moment, companies like NVIDIA have to ship Arizona-made wafers back to Taiwan for packaging, which costs more and takes forever. With Intel stepping in, companies can get both semiconductor production and advanced packaging services without leaving the US, which cuts down on the logistical nightmare.
