TSMC Concedes Intel’s EMIB Packaging Is A Potent Contender, Starts Building “Quasi-EMIB” As CoWoS Remains Choked Through 2026

Om avsnittet

## Episode Summary In this episode, we cover: - **TSMC Concedes Intel’s EMIB Packaging Is A Potent Contender, Starts Building “Quasi-EMIB” As CoWoS Remains Choked Through 2026** (wccftech) - [Read more](https://wccftech.com/tsmc-concedes-intels-emib-packaging-is-a-potent-contender-starts-building-quasi-emib-as-cowos-remains-choked-through-2026/) - **NVIDIA cuts over half of Asian buyers from AI chip whitelist in China crackdown - TweakTown** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMixwFBVV95cUxPa29BYkxaSElxRlUxSDhKamF6eGdNOUF5ajJ1di05NE53LXZnZEVYeUFicnZqS1R0SkxyRzhaNVFIQUszSHRmM3htU2lmaFhudFVVdzlnUHVIeDNudl9LQi1tM1RzUFdBRGlkUEFBenFQSlRwNlRNNFNrbjJXSm9aTTZ6LWhHZENIcXdFSTlYU3BoTnQ3dEw0eGxJSVN5OW9SYUhLNGtrWkFIZ3pXNG5XeXd3Vlh5X3NuR1RfZ1NxeUZqVUMybFVv?oc=5) - **U.S. trade official says 'very few' Nvidia H200 AI chips have been shipped to China - CNBC** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMicEFVX3lxTFBZdWd2RUZkOHBLZ3lpeVdGMFZCT1Vpd2FiUXR6c0xWMGhUMkwxLUtVY1dSdnlJNGVKMVN2aTVpNlA4UHJNQUJQSGJiNTVsemVvZ0lEakxvOG1kU2tTeXptLW91Tm1GbmtlSjg2dWlOdkXSAXZBVV95cUxQWVdMZURKQTVEMER2bE8wTmtMczA0NzBDa3NjMGV4aUdRNVdoT1Z6QlA3cFoxYnlOak8ta282ZWU1NnZLYk9oT3lYNzlPYW8xZmh3eVE2aTRmTDFxZXByU3FueERPT0wzNDg4dGpMazA1U0RjVEJn?oc=5) - **Nvidia's Biggest Risk Isn't Custom AI Chips From Broadcom or AMD -- It's Something That's Hidden in Plain Sight - Yahoo Finance** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMinAFBVV95cUxQTFNKZFpKOW1YMENScXJlbjJHbmZSS2xNZzdUZnNfVlFoYlN2TlBKempoejlYRnhURmZwcWVZbjFNWjc3NHZoMlVtV3NFaXZvM1hneU5aTEVJV2dob1pnSXhwWnBJbk5lNERaLUhRZnA1aXVzdnZnc1EzanFIdEFqZV9mVGNVU0YxcG1lZVdHRjlZQnNrUkstaDZ4VUE?oc=5) - **AI Chips Today - NVIDIA and Silvaco Partner to Elevate Semiconductor Design - Yahoo Finance UK** (google_gpu) - [Read more](https://news.google.com/rss/articles/CBMihAFBVV95cUxOMFZiaklUeVQtNE1UYnZUM25YZ1QwdldrYmlmWlA4YzBZNmFnOE43RzhKd3JpYTNXT25HUldpdjFZVjc1Z2RvS2FQTGNCRElUVGw4dVFkQW9LeFpBLTJ3cllzZTZNVGppRUlURV8wMXVlSk9YbC1lTnpFYTN4aHQ4bUowZk0?oc=5) --- *Sponsored by Ada, Ago Consulting, and Zen Semiconductor*

Om avsnittet

Fler avsnitt

This AI Chip Stock Just Signed Massive Deals With 3 Hyperscalers, and It Still Looks Like a Great Buy Right Now (Hint: Not Nvidia or Intel) - finance.yahoo.com

Piecemakers bets edge AI devices will diverge from reliance on HBM — custom-designed memory fuses DRAM stack directly to the processor using hybrid bonding

Apple Eyes NVIDIA’s NVLink Fusion For Its M8-Based Baltra Servers, Signaling A Return To Enterprise Hardware After 2011 Exit

NVIDIA H100 & H200 Wholesale Supplier in Dubai Announces Bulk GPU Availability for Hong Kong Buyers - Muddy River Sports

Fujitsu's Monaka AI Chip to Ship to Super Micro Next Year, Manufactured by TSMC on 2nm Process - finance.biggo.com

China's AI accelerator supplier Biren posts 2,000% year-over-year revenue growth — US export controls benefit homegrown chips as Nvidia and AMD exit market

AI Chip Demand Keeps TSMC Stock And Large Cap Tech Shares In Play - simplywall.st

AI Chip Startup d-Matrix Taps Nvidia's NVLink Fusion to Break Into Data-Center Inference Market - finance.biggo.com

Data center infrastructure startup TensorWave raises $350M to help break Nvidia's AI chip monopoly - SiliconANGLE

Vera Rubin NVL72 vs GB200 NVL72? Inference TCO & Architecture Analysis