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The single-chip era is giving way to massive, interconnected systems. Intel's New Mexico advanced packaging fab is pushing the boundaries of what’s physically possible. By stacking chips using Foveros technology and interconnecting them with EMIB, Intel Foundry is scaling packages to 8x the industry’s reticle limit today—and 12x by... show more

Intel News

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AI needs the "brain power" of multiple chips. At Fab 9 in New Mexico, Intel Foundry creates systems of chips using Foveros 3D stacking to optimize space for laptops to be thinner with longer lasting batteries. 💻 Watch how Foveros is created 👇

AI needs the "brain power" of multiple chips. At Fab 9 in New Mexico, Intel Foundry creates systems of chips using Foveros 3D stacking to optimize space for laptops to be thinner with longer lasting batteries. 💻 Watch how Foveros is created 👇

Intel

41,222 Aufrufe • vor 2 Monaten

New episode: Advanced packaging for AI chips, from wire bonds to TSMC CoWOS and Intel EMIB. Packaging is no longer an afterthought. It is the chip, and Intel's EMIB challenges TSMC's CoWOS. - Three CoWOS flavors: silicon, organic RDL, local bridges - EMIB embeds tiny bridges into the substrate, no interposer - EMIB-T and EMIB-M add through-silicon vias and power capacitors - Google is booking 3M TPUs on EMIB via MediaTek by 2028 - Package sizes keep climbing: 5.5x reticle today, 40x ahead Chapters: (0:00) "There Is No Chip Without the Packaging" (0:28) Intro and SpaceX IPO Day (5:15) What We're Covering: CoWOS, EMIB, Google (7:40) Simple Packaging: Wire Bonds to Flip Chip (17:07) What Makes Packaging "Advanced" (33:44) CoWOS: Three Flavors Explained (45:30) EMIB: Intel's Embedded Bridge Approach (52:47) EMIB-T and EMIB-M (57:31) CoWOS vs. EMIB Trade-offs (1:02:18) Google's 3M TPU EMIB Order Austin Lyons Vikram Sekar

New episode: Advanced packaging for AI chips, from wire bonds to TSMC CoWOS and Intel EMIB. Packaging is no longer an afterthought. It is the chip, and Intel's EMIB challenges TSMC's CoWOS. - Three CoWOS flavors: silicon, organic RDL, local bridges - EMIB embeds tiny bridges into the substrate, no interposer - EMIB-T and EMIB-M add through-silicon vias and power capacitors - Google is booking 3M TPUs on EMIB via MediaTek by 2028 - Package sizes keep climbing: 5.5x reticle today, 40x ahead Chapters: (0:00) "There Is No Chip Without the Packaging" (0:28) Intro and SpaceX IPO Day (5:15) What We're Covering: CoWOS, EMIB, Google (7:40) Simple Packaging: Wire Bonds to Flip Chip (17:07) What Makes Packaging "Advanced" (33:44) CoWOS: Three Flavors Explained (45:30) EMIB: Intel's Embedded Bridge Approach (52:47) EMIB-T and EMIB-M (57:31) CoWOS vs. EMIB Trade-offs (1:02:18) Google's 3M TPU EMIB Order Austin Lyons Vikram Sekar

Semi Doped

66,710 Aufrufe • vor 1 Monat

$AMKR is hitting new ATHs after they announced a 10-year agreement with $TSM to expand advanced semiconductor packaging and testing capabilities in Arizona, strengthening the U.S. chip supply chain. The partnership aims to support growing AI and high-performance computing demand by increasing advanced packaging capacity and speeding time to market for customers.

$AMKR is hitting new ATHs after they announced a 10-year agreement with $TSM to expand advanced semiconductor packaging and testing capabilities in Arizona, strengthening the U.S. chip supply chain. The partnership aims to support growing AI and high-performance computing demand by increasing advanced packaging capacity and speeding time to market for customers.

Sam Badawi

30,821 Aufrufe • vor 1 Monat

.bubble boi's new thesis for Intel is all about advanced packaging, which he says is the new Moore's Law: "Up until this point, Intel's thesis was really a fab turnaround." "Now, I've completely changed my logic. It's about advanced packaging. Advanced packaging to me is the new Moore's Law." "You've kind of already seen this with Vera Rubin, where they can't actually do four dies on one package. They had to change that at the last second." "If you look out to Feynman, the packaging of silicon is a huge bottleneck." "It already was a bottleneck. In 2025, Nvidia was 60% of TSMC's advanced packaging. So everyone else was out there to fend for themselves." "So any kind of advanced packaging that comes to market, that allows people to scale compute way more than I think just shrinking a node does. I mean, shrinking a node's great, but the way Nvidia's timeline — and I think all the hyperscalers as well — [has gone], they want more HBM, they want more radical-sized dies, and they all want it in one package." "That's really where things are headed towards, and I think the market's not pricing that in. I think this is a real sea change to the semi industry."

.bubble boi's new thesis for Intel is all about advanced packaging, which he says is the new Moore's Law: "Up until this point, Intel's thesis was really a fab turnaround." "Now, I've completely changed my logic. It's about advanced packaging. Advanced packaging to me is the new Moore's Law." "You've kind of already seen this with Vera Rubin, where they can't actually do four dies on one package. They had to change that at the last second." "If you look out to Feynman, the packaging of silicon is a huge bottleneck." "It already was a bottleneck. In 2025, Nvidia was 60% of TSMC's advanced packaging. So everyone else was out there to fend for themselves." "So any kind of advanced packaging that comes to market, that allows people to scale compute way more than I think just shrinking a node does. I mean, shrinking a node's great, but the way Nvidia's timeline — and I think all the hyperscalers as well — [has gone], they want more HBM, they want more radical-sized dies, and they all want it in one package." "That's really where things are headed towards, and I think the market's not pricing that in. I think this is a real sea change to the semi industry."

TBPN

75,325 Aufrufe • vor 2 Monaten

Pushing the boundaries of what’s possible. The Air Force Research Lab - AFRL is creating seamless #partnerships between pilots and autonomous systems through tech that can understand and adapt to human intent, allowing the U.S. to stay ahead of the #technology hype curve.

Pushing the boundaries of what’s possible. The Air Force Research Lab - AFRL is creating seamless #partnerships between pilots and autonomous systems through tech that can understand and adapt to human intent, allowing the U.S. to stay ahead of the #technology hype curve.

Armed with Science

23,391 Aufrufe • vor 1 Jahr

Many still don’t understand why Elon is building Terafab Terafab is an extension to all the chip makers in the world It’s not about replacement, not a rivalry and absolutely not competing It’s being built to fulfill the massive chip orders that Tesla, SpaceX and xAI actually need TSMC’s most advanced 2nm capacity is totally booked through 2028 Tesla signed a massive $16.5 billion deal with Samsung back in July 2025 to produce AI6 chips at their Taylor, Texas factory and Samsung is building a Tesla Exclusive chip manufacturing plant to full fill this orders When Elon announced Terafab on March 21, 2026...he made it clear: “That rate is much less than we’d like. We either build the Terafab or we don’t have the chips, and we need the chips, so we build the Terafab” He basically told the chip makers: “Produce as much as you comfortably can. We will take them all. Actually we want even more” Even today Elon said: "SpaceX/Tesla will be always be major customers of TSMC and not competitors in the normal sense of the word" Current production rates are much less than they need....That’s why Terafab exists Terafab is an extension to every chip maker… not competition, not rivalry, absolutely not Even Intel has joined as a partner Even if chip supply improves, massive bottlenecks still exist with memory and advanced packaging You simply can't risk those supply chain breaks at this scale That’s why Terafab is being built to vertically integrate everything - chips, memory, advanced packaging all under one roof, targeting 1 terawatt of AI compute capacity per year This is a ludicrous amount of chips that no chipmaker currently produces at this scale. I don't think even TSMC and Samsung truly understand these numbers yet It’s about building the capacity the future actually demands

Many still don’t understand why Elon is building Terafab Terafab is an extension to all the chip makers in the world It’s not about replacement, not a rivalry and absolutely not competing It’s being built to fulfill the massive chip orders that Tesla, SpaceX and xAI actually need TSMC’s most advanced 2nm capacity is totally booked through 2028 Tesla signed a massive $16.5 billion deal with Samsung back in July 2025 to produce AI6 chips at their Taylor, Texas factory and Samsung is building a Tesla Exclusive chip manufacturing plant to full fill this orders When Elon announced Terafab on March 21, 2026...he made it clear: “That rate is much less than we’d like. We either build the Terafab or we don’t have the chips, and we need the chips, so we build the Terafab” He basically told the chip makers: “Produce as much as you comfortably can. We will take them all. Actually we want even more” Even today Elon said: "SpaceX/Tesla will be always be major customers of TSMC and not competitors in the normal sense of the word" Current production rates are much less than they need....That’s why Terafab exists Terafab is an extension to every chip maker… not competition, not rivalry, absolutely not Even Intel has joined as a partner Even if chip supply improves, massive bottlenecks still exist with memory and advanced packaging You simply can't risk those supply chain breaks at this scale That’s why Terafab is being built to vertically integrate everything - chips, memory, advanced packaging all under one roof, targeting 1 terawatt of AI compute capacity per year This is a ludicrous amount of chips that no chipmaker currently produces at this scale. I don't think even TSMC and Samsung truly understand these numbers yet It’s about building the capacity the future actually demands

X Freeze

53,291 Aufrufe • vor 3 Monaten

Lip-Bu Tan with Jim Cramer on Mad Money Key Updates: 18A Execution Intel’s 18A yield is improving around 7–8% per month, which Tan described as the industry-standard scale-up rate. Defect-density targets were also reached ahead of year-end, supporting confidence in Panther Lake volume shipments. Foundry Customer Momentum Tan said outside customers are now knocking on Intel’s door after seeing the progress on 18A yield and defect density. He also said Intel has multiple customers engaged on 14A, with a 0.5 PDK already available. 14A Roadmap For 14A, Intel is targeting risk production in 2028 and volume production in 2029, putting it on an equal timeline with TSMC. EMIB / Advanced Packaging EMIB (which he called the best) and advanced packaging may be much bigger than expected …potentially billions, not just hundreds of millions. Some customers are even prepaying to help Intel secure tight supply-chain materials. Customer Demand Demand is accelerating too. Tan said one customer wanted to triple its forecast, but Intel needs a few quarters to catch up. Government Support Tan also said he updates President Trump and Howard Lutnick from time to time, and credited their support for understanding the strategic importance of U.S.-based semiconductor R&D, manufacturing, and capacity. Bottom line: The market can argue over candles. But the actual Intel story is execution, customers, packaging demand, and U.S. strategic backing all moving in the same direction. We don’t own enough $INTC

Lip-Bu Tan with Jim Cramer on Mad Money Key Updates: 18A Execution Intel’s 18A yield is improving around 7–8% per month, which Tan described as the industry-standard scale-up rate. Defect-density targets were also reached ahead of year-end, supporting confidence in Panther Lake volume shipments. Foundry Customer Momentum Tan said outside customers are now knocking on Intel’s door after seeing the progress on 18A yield and defect density. He also said Intel has multiple customers engaged on 14A, with a 0.5 PDK already available. 14A Roadmap For 14A, Intel is targeting risk production in 2028 and volume production in 2029, putting it on an equal timeline with TSMC. EMIB / Advanced Packaging EMIB (which he called the best) and advanced packaging may be much bigger than expected …potentially billions, not just hundreds of millions. Some customers are even prepaying to help Intel secure tight supply-chain materials. Customer Demand Demand is accelerating too. Tan said one customer wanted to triple its forecast, but Intel needs a few quarters to catch up. Government Support Tan also said he updates President Trump and Howard Lutnick from time to time, and credited their support for understanding the strategic importance of U.S.-based semiconductor R&D, manufacturing, and capacity. Bottom line: The market can argue over candles. But the actual Intel story is execution, customers, packaging demand, and U.S. strategic backing all moving in the same direction. We don’t own enough $INTC

A2THEZ

34,705 Aufrufe • vor 2 Monaten

today, intel announced that it will join terafab. terafab started in march as a chip project in austin backed by tesla, spacex, and xai, with the goal of combining logic, memory, and advanced packaging to reach 1 terawatt of compute each year. that gives terafab deeper semiconductor capability as it pushes toward future ai, robotics, and space infrastructure.

today, intel announced that it will join terafab. terafab started in march as a chip project in austin backed by tesla, spacex, and xai, with the goal of combining logic, memory, and advanced packaging to reach 1 terawatt of compute each year. that gives terafab deeper semiconductor capability as it pushes toward future ai, robotics, and space infrastructure.

tetsuo

14,987 Aufrufe • vor 3 Monaten

British man in China couldn't be more excited by how "amazing" and "advanced" it is to be able to pay for things with a biometric palm scan. 🤦‍♂️ "It is the most advanced technology in the world. It's more advanced than facial recognition. It's more advanced than fingerprints. It's amazing!"

British man in China couldn't be more excited by how "amazing" and "advanced" it is to be able to pay for things with a biometric palm scan. 🤦‍♂️ "It is the most advanced technology in the world. It's more advanced than facial recognition. It's more advanced than fingerprints. It's amazing!"

Wide Awake Media

151,375 Aufrufe • vor 8 Monaten

PsiQuantum is manufacturing America's quantum future. Today, the company announced that we have signed a Letter of Intent with the U.S. Department of U.S. Department of Commerce for $100 million in proposed federal incentives under the CHIPS and Science Act to advance American quantum computing and semiconductor leadership. With this planned funding, combined with PsiQuantum's existing U.S.-anchored supply chain, the company will accelerate the domestic manufacturability and performance of our state-of-the-art components, including Barium Titanate (BTO) for higher-performance optical switches, high-temperature single-photon detectors, and advanced packaging approaches. Learn more:

PsiQuantum is manufacturing America's quantum future. Today, the company announced that we have signed a Letter of Intent with the U.S. Department of U.S. Department of Commerce for $100 million in proposed federal incentives under the CHIPS and Science Act to advance American quantum computing and semiconductor leadership. With this planned funding, combined with PsiQuantum's existing U.S.-anchored supply chain, the company will accelerate the domestic manufacturability and performance of our state-of-the-art components, including Barium Titanate (BTO) for higher-performance optical switches, high-temperature single-photon detectors, and advanced packaging approaches. Learn more:

PsiQuantum

24,568 Aufrufe • vor 1 Monat

Elon Musk on America’s critical chip shortage: “What’s the limiting factor? We see the limiting factor as being able to make chips - both logic, memory, and packaging There is not a single high-volume computer memory fab in America right now. Zero Micron is building one in Idaho, but it won’t reach volume production until 2028 Others in New York are targeting 2029–2030 Even under the best-case assumptions, it’s not enough to meet the demand that AI will require That’s why we need to build the TerraFab. Otherwise, there simply won’t be enough chips”

Elon Musk on America’s critical chip shortage: “What’s the limiting factor? We see the limiting factor as being able to make chips - both logic, memory, and packaging There is not a single high-volume computer memory fab in America right now. Zero Micron is building one in Idaho, but it won’t reach volume production until 2028 Others in New York are targeting 2029–2030 Even under the best-case assumptions, it’s not enough to meet the demand that AI will require That’s why we need to build the TerraFab. Otherwise, there simply won’t be enough chips”

X Freeze

11,882 Aufrufe • vor 1 Monat

Elon Musk: For the next few years, I think America is likely to win the artificial intelligence race. But that early lead is fragile and short-lived. Ultimately, the global victor will be decided by a single factor: it will be a function of who controls the AI chip fabrication. The factories that make the AI chips, who controls them? That is where the real power lies. If those facilities are controlled, if more of them are controlled by China, then China will win the future of AI. Right now, almost all the advanced AI chip factories, they call them fabs, are located in Taiwan. That immense concentration of manufacturing creates a massive vulnerability for the rest of the globe. If China invades Taiwan, what happens to the world? Well, if they were to invade in the near term, the entire world would essentially be cut off from advanced AI chips overnight. Everything would grind to a halt. Currently, one hundred percent of advanced AI chips are made in Taiwan. We are relying entirely on a single location for the critical hardware that will define the next era of human technology and military dominance. Bringing that manufacturing power back home and securing our own supply chain is absolutely essential for national security, and the harsh reality is that we are simply not doing enough to prepare.

Elon Musk: For the next few years, I think America is likely to win the artificial intelligence race. But that early lead is fragile and short-lived. Ultimately, the global victor will be decided by a single factor: it will be a function of who controls the AI chip fabrication. The factories that make the AI chips, who controls them? That is where the real power lies. If those facilities are controlled, if more of them are controlled by China, then China will win the future of AI. Right now, almost all the advanced AI chip factories, they call them fabs, are located in Taiwan. That immense concentration of manufacturing creates a massive vulnerability for the rest of the globe. If China invades Taiwan, what happens to the world? Well, if they were to invade in the near term, the entire world would essentially be cut off from advanced AI chips overnight. Everything would grind to a halt. Currently, one hundred percent of advanced AI chips are made in Taiwan. We are relying entirely on a single location for the critical hardware that will define the next era of human technology and military dominance. Bringing that manufacturing power back home and securing our own supply chain is absolutely essential for national security, and the harsh reality is that we are simply not doing enough to prepare.

Ian Miles Cheong

408,156 Aufrufe • vor 3 Monaten

🗣️ New wrong-way driving technology is coming to a road near you. We’re installing one of the most advanced wrong-way driver warning and detection systems in the country on Utah freeways. Check it out in action. 👇

🗣️ New wrong-way driving technology is coming to a road near you. We’re installing one of the most advanced wrong-way driver warning and detection systems in the country on Utah freeways. Check it out in action. 👇

Utah DOT

31,083 Aufrufe • vor 3 Jahren

This is NVIDIA Rubin. Six new chips designed to deliver one incredible AI supercomputer. Built with extreme codesign across compute, networking, and software, Rubin sets a new standard for building and deploying the most advanced AI systems at the lowest possible cost. #CES2026

This is NVIDIA Rubin. Six new chips designed to deliver one incredible AI supercomputer. Built with extreme codesign across compute, networking, and software, Rubin sets a new standard for building and deploying the most advanced AI systems at the lowest possible cost. #CES2026

NVIDIA Newsroom

31,665 Aufrufe • vor 6 Monaten

.Maria Bartiromo gets it: Space is so important because that’s where our satellites are! U.S. Department of Transportation and NASA are working together to maintain American dominance in orbit by operating as one government eliminating barriers. Together, we’re pushing the boundaries of what’s possible with cutting-edge technology to usher in the next phase of space exploration 🇺🇸🚀🌎

.Maria Bartiromo gets it: Space is so important because that’s where our satellites are! U.S. Department of Transportation and NASA are working together to maintain American dominance in orbit by operating as one government eliminating barriers. Together, we’re pushing the boundaries of what’s possible with cutting-edge technology to usher in the next phase of space exploration 🇺🇸🚀🌎

Secretary Sean Duffy

20,706 Aufrufe • vor 11 Monaten

Elon has locked capacity across every major advanced foundry on Earth. TSMC. Samsung on 2nm in Texas. Intel via Tera Fab. This isn’t allocation hunting. It’s building sovereign AI chip infrastructure as Taiwan risks mount. Triple redundancy where the rest of the industry has none. The supply chain moat of the century is taking shape in Austin. *** thanks to David Carbutt and team for the edit

Elon has locked capacity across every major advanced foundry on Earth. TSMC. Samsung on 2nm in Texas. Intel via Tera Fab. This isn’t allocation hunting. It’s building sovereign AI chip infrastructure as Taiwan risks mount. Triple redundancy where the rest of the industry has none. The supply chain moat of the century is taking shape in Austin. *** thanks to David Carbutt and team for the edit

Farzad 🇺🇸 🇮🇷

34,886 Aufrufe • vor 2 Monaten

ELON MUSK: "We're starting off with an advanced technology fab here in Austin, and I'd like to thank Greg Abbott and the state of Texas for the support. So in the advanced technology fab, we will have all of the equipment necessary to make a chip of any kind logical memory, and we will also have all of the equipment necessary to make the masks. So in a single building, we can create a mask, make the chip, test the chip, make another mask, and have an incredibly fast recursive loop for improving the chip design. To the best of my knowledge, this doesn't exist anywhere in the world. We're really going to push the limit of physics in compute, and we're going to try a bunch of wild and crazy things, which you can do if you've got that fast iteration loop that I can't emphasize enough the importance of being able to make it, to test it and and then make and then change the design, do another one, and have that in a single building."

ELON MUSK: "We're starting off with an advanced technology fab here in Austin, and I'd like to thank Greg Abbott and the state of Texas for the support. So in the advanced technology fab, we will have all of the equipment necessary to make a chip of any kind logical memory, and we will also have all of the equipment necessary to make the masks. So in a single building, we can create a mask, make the chip, test the chip, make another mask, and have an incredibly fast recursive loop for improving the chip design. To the best of my knowledge, this doesn't exist anywhere in the world. We're really going to push the limit of physics in compute, and we're going to try a bunch of wild and crazy things, which you can do if you've got that fast iteration loop that I can't emphasize enough the importance of being able to make it, to test it and and then make and then change the design, do another one, and have that in a single building."

DogeDesigner

16,950,773 Aufrufe • vor 4 Monaten

$AVGO helps hyperscalers build the custom chips and networking fabric needed to run massive AI systems. If $GOOGL, $META, OpenAI or Anthropic want to build their own inference chips then Broadcom is one of the first calls because it has the IP, packaging expertise and networking portfolio required to scale custom AI systems. Thats why Broadcom remains one of the strongest infrastructure positions in the AI economy.

$AVGO helps hyperscalers build the custom chips and networking fabric needed to run massive AI systems. If $GOOGL, $META, OpenAI or Anthropic want to build their own inference chips then Broadcom is one of the first calls because it has the IP, packaging expertise and networking portfolio required to scale custom AI systems. Thats why Broadcom remains one of the strongest infrastructure positions in the AI economy.

Shay Boloor

77,765 Aufrufe • vor 1 Monat

America is locked in an AI dominance race with China. Allowing the Chinese Communists to purchase advanced U.S. AI chips would supercharge China’s AI and military technology development. Read our full backgrounder identifying favorable and unfavorable outcomes from the Beijing Summit:

America is locked in an AI dominance race with China. Allowing the Chinese Communists to purchase advanced U.S. AI chips would supercharge China’s AI and military technology development. Read our full backgrounder identifying favorable and unfavorable outcomes from the Beijing Summit:

Heritage Foundation

946,221 Aufrufe • vor 2 Monaten