… Intel’s foundry business and its EMIB-T packaging technology have been at the centre of supply chain rumours lately. Google’s reported work with Chipzilla and capacity constraints at TSMC have made Intel look like an alternative to the Taiwanese outfit’s technology. …
… The same partnership could also extend into the data center market, where Intel could produce customized Xeon processors tailored for NVIDIA AI systems and hyperscale deployments. …
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… That depends on whether Job’s Mob asks Chipzilla to handle the packaging and bonding work as well. Chipzilla has been pushing its packaging services hard as the AI buildout squeezes TSMC’s capacity. …
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