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Intel Might Have Gained Ground on TSMC’s Packaging Dominance as Booming AI Demand Overwhelms the Industry’s Undisputed Leader

With the demand for its CoWoS chip packaging technology booming, TSMC might be losing some market share to Intel, suggests data from SemiAnalysis Chipbook. CoWoS, which is short for chip-on-wafer-on-substrate (CoWoS), is a key step in the AI chip manufacturing process. It involves combining multiple GPUs and memory chips in a single package, which is then used in a data center or other computing infrastructure. Export Data Suggests Intel Might Be Gaining Market To Meet CoWoS Packaging Shortage While TSMC’s well-oiled chip manufacturing machine has ensured that global AI computing chips, primarily GPUs, have not been in short supply despite […]

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