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TSMC and Intel Accelerate Glass Packaging Race as Market Targets $8.1 Billion
Semiconductor Angel Morales 6/25/26 Semiconductor Angel Morales 6/25/26

TSMC and Intel Accelerate Glass Packaging Race as Market Targets $8.1 Billion

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JEDEC Approves SPHBM4 to Bring HBM4 Class Bandwidth to More Affordable Packages
Semiconductor, Hardware Angel Morales 6/24/26 Semiconductor, Hardware Angel Morales 6/24/26

JEDEC Approves SPHBM4 to Bring HBM4 Class Bandwidth to More Affordable Packages

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Intel Foundry’s Rio Rancho Facility Could Become The Global Launchpad For Mass Produced Glass Substrates
Semiconductor Angel Morales 5/27/26 Semiconductor Angel Morales 5/27/26

Intel Foundry’s Rio Rancho Facility Could Become The Global Launchpad For Mass Produced Glass Substrates

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NVIDIA’s Rubin Ultra Could Hand Intel a Lifeline if UBS Is Right About EMIB T on a 4 Chip Variant
AI, Hardware, Semiconductor Angel Morales 5/18/26 AI, Hardware, Semiconductor Angel Morales 5/18/26

NVIDIA’s Rubin Ultra Could Hand Intel a Lifeline if UBS Is Right About EMIB T on a 4 Chip Variant

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Ajinomoto Reportedly Eyes 30% ABF Film Price Hike as AI Server Demand Keeps Substrate Market Tight Through 2027
Semiconductor Angel Morales 5/12/26 Semiconductor Angel Morales 5/12/26

Ajinomoto Reportedly Eyes 30% ABF Film Price Hike as AI Server Demand Keeps Substrate Market Tight Through 2027

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Intel Reportedly Places Major Taiwan Equipment Orders to Expand EMIB Capacity as Advanced Packaging Becomes a Bigger AI Battleground
Semiconductor Angel Morales 5/6/26 Semiconductor Angel Morales 5/6/26

Intel Reportedly Places Major Taiwan Equipment Orders to Expand EMIB Capacity as Advanced Packaging Becomes a Bigger AI Battleground

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Intel’s EMIB T Yield Progress Could Decide Google’s Next TPU Packaging Bet, Analyst Says
Semiconductor Angel Morales 5/6/26 Semiconductor Angel Morales 5/6/26

Intel’s EMIB T Yield Progress Could Decide Google’s Next TPU Packaging Bet, Analyst Says

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Intel EMIB Draws Fresh Attention as Analyst Cites 90% Yield and Intel Maps EMIB T Beyond 12x Reticle by 2028
Semiconductor Angel Morales 5/4/26 Semiconductor Angel Morales 5/4/26

Intel EMIB Draws Fresh Attention as Analyst Cites 90% Yield and Intel Maps EMIB T Beyond 12x Reticle by 2028

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SK hynix Verifies 12 Die Hybrid Bonded HBM Stack As HBM4 Packaging Race Accelerates, But Yield Remains Undisclosed
Semiconductor Angel Morales 4/29/26 Semiconductor Angel Morales 4/29/26

SK hynix Verifies 12 Die Hybrid Bonded HBM Stack As HBM4 Packaging Race Accelerates, But Yield Remains Undisclosed

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Intel Backed Glass Substrate Packaging Could Reach Commercialization Within 3 Years As Amkor Signals Progress
Semiconductor, Hardware Angel Morales 4/29/26 Semiconductor, Hardware Angel Morales 4/29/26

Intel Backed Glass Substrate Packaging Could Reach Commercialization Within 3 Years As Amkor Signals Progress

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TSMC CoWoS Supplier GPTC Denies China Technology Leak While Filing Lawsuit Against Former General Manager
Semiconductor, Industry Angel Morales 4/27/26 Semiconductor, Industry Angel Morales 4/27/26

TSMC CoWoS Supplier GPTC Denies China Technology Leak While Filing Lawsuit Against Former General Manager

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OpenAI Patent Outlines AI Chip Design With Up to 20 HBM Stacks, Pointing to a Bigger Packaging Play Beyond Today’s Limits
AI, Hardware Angel Morales 4/23/26 AI, Hardware Angel Morales 4/23/26

OpenAI Patent Outlines AI Chip Design With Up to 20 HBM Stacks, Pointing to a Bigger Packaging Play Beyond Today’s Limits

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TSMC Races to Expand Advanced Packaging Capacity as AI Demand Risks Outrunning Supply
Semiconductor Angel Morales 4/14/26 Semiconductor Angel Morales 4/14/26

TSMC Races to Expand Advanced Packaging Capacity as AI Demand Risks Outrunning Supply

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Intel’s Advanced Packaging Push Is Gaining Real Momentum as Customer Commitments Reach Into the Billions
Semiconductor Angel Morales 4/7/26 Semiconductor Angel Morales 4/7/26

Intel’s Advanced Packaging Push Is Gaining Real Momentum as Customer Commitments Reach Into the Billions

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Intel’s EMIB Gains Momentum as a Potential Alternative to TSMC CoWoS in the AI Packaging Race
Semiconductor Angel Morales 3/9/26 Semiconductor Angel Morales 3/9/26

Intel’s EMIB Gains Momentum as a Potential Alternative to TSMC CoWoS in the AI Packaging Race

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SMIC Plans to Strengthen Cooperation With OSAT Partners to Accelerate Advanced Packaging Development
Semiconductor Angel Morales 2/4/26 Semiconductor Angel Morales 2/4/26

SMIC Plans to Strengthen Cooperation With OSAT Partners to Accelerate Advanced Packaging Development

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Intel Showcases First Glass Core Substrate Integrated with EMIB Packaging
Hardware, Semiconductor Angel Morales 1/23/26 Hardware, Semiconductor Angel Morales 1/23/26

Intel Showcases First Glass Core Substrate Integrated with EMIB Packaging

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Intel Touts New SHIELD Defense Contract Positioning as the United States Expands a $151B Missile Defense Acquisition
Semiconductor, Hardware Angel Morales 1/21/26 Semiconductor, Hardware Angel Morales 1/21/26

Intel Touts New SHIELD Defense Contract Positioning as the United States Expands a $151B Missile Defense Acquisition

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TSMC Signals The AI Demand Wave Is Still Accelerating, With CapEx Guidance Set To Hit Record Highs
Semiconductor Angel Morales 1/16/26 Semiconductor Angel Morales 1/16/26

TSMC Signals The AI Demand Wave Is Still Accelerating, With CapEx Guidance Set To Hit Record Highs

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Intel Positions EMIB As A Stronger Alternative To Traditional 2.5D Packaging
Semiconductor Angel Morales 1/16/26 Semiconductor Angel Morales 1/16/26

Intel Positions EMIB As A Stronger Alternative To Traditional 2.5D Packaging

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