semiconductor earnings · X 热门 · 2026-09-30 02:14 UTC

# semiconductor earnings — X 热门讨论 (2026-09-30 02:14 UTC)

## @SemiconductorsX (Semiconductor Insider) · 09-29 18:34 · ♥30 ↻2 💬3 Morgan Stanley: Intel’s EMIB-T capacity can support roughly 2.5 million TPU units by 2028. $INTC $GOOGL

Morgan Stanley still treats Intel EMIB-T as the primary solution for the relevant TPU SKUs, with TSMC CoWoS used as overflow rather than a full replacement.

MediaTek confirmed on its earnings call that it is using Intel EMIB-T for its Google AI ASIC work.

Google is expected to begin using EMIB-T in 2027; TSMC CoWoS remains the volume workhorse for the rest of the industry through 2028. https://x.com/SemiconductorsX/status/2105003335237706171