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EMIB
20 atoms · 跨 8 天 · 首见 2026-05-12 · 最近 2026-07-01
三色: 🟦 fact 12 · 🟥 take 8 · stance ▲10/▼2/◆0
来源: X 20
时态: fresh:19 · aging:1
标签: 好观点:8 · 好数字:7 · 好思考:5 · 好信源:3 · 好问题:1
叙事 (narrative) (5)
- 2026-05-12
[老化中] · reticle scaling projection
EMIB-M projected to reach 8 to 12x by 2026 to 2027 versus CoWoS-S at roughly 3.3x today
tags: 好数字·好思考 · → daily
value: qty=8 to 12x · date=2026-2027
- 2026-06-14 · per_waf_packaged_dies_compared_to_CoWoS
The silicon wafer to number of packaged dies is much higher on EMIB vs CoWoS
tags: 好观点 · → daily
value: direction=higher
- 2026-06-09 · 广泛需求
Nah you need EMIB for everything else and CPO + EMIB was far off anyway
tags: 好思考 · → daily
- 2026-06-20 · lost to CoWoS for flagship GPUs
Round one went to CoWoS. Flagship GPUs from Nvidia and AMD wanted maximum bandwidth and minimum latency, and EMIB, limited by the bridge's area and routing density, couldn't keep up. It lost the socket.
tags: 好观点 · → daily
- 2026-06-20 · 文章提及
@damnang2: I think now is a good time to revisit my EMIB article. I am planning to write a follow up piece on this topic soon
tags: 好问题 · → daily
预测 (forecast) (2)
- 2026-06-23 · 最适合定制推理ASIC芯片
the chip EMIB fits best is the inference custom ASIC… fastest-growing demand right now… That gap becomes Intel's stage
tags: 好观点·好思考 · → daily
- 2026-07-01 · cost advantage vs CoWoS
roughly 30-40% under CoWoS
tags: 好数字 · → daily
value: approx_qty=30-40% under
事实 (fact) (13)
- 2026-07-01 · 容量约为CoWoS的5%
EMIB capacity was around 5% of CoWoS
tags: 好数字·好思考 · → daily
value: qty=5%
- 2026-05-18 · time to yield
It took 10 years for EMIB to get to the point where it yielded enough for production
tags: 好数字·好信源 · → daily
value: qty=10 years
- 2026-06-14 · per_waf_packaged_die_count
There's maybe 400-500 EMIBs per wafer
tags: 好数字 · → daily
value: qty=400-500 · unit=EMIBs
- 2026-07-01 · architecture freedom
EMIB never had a ceiling. Intel embeds the exact same idea, silicon bridge only where the dies talk, straight into the organic package substrate. No wafer. No RDL-on-silicon. So there is no reticle chain and no round-to-square math to fix
tags: 好思考 · → daily
value: direction=no reticle limit, no round-to-square waste
- 2026-07-01 · package size capability
scales to a 120 x 180mm package
tags: 好数字 · → daily
value: approx_qty=120 x 180mm
- 2026-06-30 · 不受光罩尺寸限制
EMIB isn't bound by the interposer reticle limit.
tags: 好观点 · → daily
value: qty= · date=
- 2026-06-30 · 比CoWoS更具可扩展性
EMIB is not bound by the reticle limit, so it’s a much more scalable technology.
tags: 好观点 · → daily
value: qty= · date=
- 2026-06-30 · 成本更低
EMIB packaging is meaningfully cheaper, since it drops the costly interposer entirely.
tags: 好观点 · → daily
value: qty= · date=
- 2026-06-30 · 硅利用率更高
EMIB also uses silicon far more efficiently than CoWoS.
tags: 好观点 · → daily
value: qty= · date=
- 2026-06-23 · 首次出现于
EMIB는 사실 2014년부터 있었습니다
tags: 好信源 · → daily
value: date=2014
- 2026-06-23 · 在GPU-HBM连接中输给CoWoS-S
GPU-HBM 연결에선 CoWoS-S에 밀렸습니다
tags: 好信源 · → daily
- 2026-05-18 · UCIe-A 速率
EMIB can do 32 Gbps UCIe-A per lane.
tags: 好数字 · → daily
value: qty=32 Gbps per lane
- 2026-05-12 · 影响AI ASIC的优势
no interposer improving manufacturing yield and cost
tags: 好观点 · → daily
value: qty=no interposer
时间轴 (近 20)
- 2026-07-01 ·
fact · 容量约为CoWoS的5% · → daily
- 2026-07-01 ·
fact · architecture freedom · → daily
- 2026-07-01 ·
fact · package size capability · → daily
- 2026-07-01 ·
forecast · cost advantage vs CoWoS · → daily
- 2026-06-30 ·
fact · 不受光罩尺寸限制 · → daily
- 2026-06-30 ·
fact · 比CoWoS更具可扩展性 · → daily
- 2026-06-30 ·
fact · 成本更低 · → daily
- 2026-06-30 ·
fact · 硅利用率更高 · → daily
- 2026-06-23 ·
forecast · 最适合定制推理ASIC芯片 · → daily
- 2026-06-23 ·
fact · 首次出现于 · → daily
- 2026-06-23 ·
fact · 在GPU-HBM连接中输给CoWoS-S · → daily
- 2026-06-20 ·
narrative · lost to CoWoS for flagship GPUs · → daily
- 2026-06-20 ·
narrative · 文章提及 · → daily
- 2026-06-14 ·
narrative · per_waf_packaged_dies_compared_to_CoWoS · → daily
- 2026-06-14 ·
fact · per_waf_packaged_die_count · → daily
- 2026-06-09 ·
narrative · 广泛需求 · → daily
- 2026-05-18 ·
fact · time to yield · → daily
- 2026-05-18 ·
fact · UCIe-A 速率 · → daily
- 2026-05-12 ·
fact · 影响AI ASIC的优势 · → daily
- 2026-05-12 ·
narrative · reticle scaling projection · → daily
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