According to reports, TSMC's CoVos orders are already full until 2027, and some customers will even have to wait more than a year to get their orders. As TSMC's supply bottleneck continues, Intel's new technology is receiving attention as an alternative. According to reports, MediaTek officially announced in a recent earnings conference call that it plans to simultaneously use CoWOS and EMIB-T technology to develop artificial intelligence-specific integrated circuits on a large scale; Broadcom and Meta are also considering transitioning from CoWOS to EMIB to reduce costs, while Google and Nvidia are also showing strong interest in EMIB-T.

According to reports, TSMC's CoVos orders are already full until 2027, and some customers will even have to wait more than a year to get their orders. As TSMC's supply bottleneck continues, Intel's new technology is receiving attention as an alternative. According to reports, MediaTek officially announced in a recent earnings conference call that it plans to simultaneously use CoWOS and EMIB-T technology to develop artificial intelligence-specific integrated circuits on a large scale; Broadcom and Meta are also considering transitioning from CoWOS to EMIB to reduce costs, while Google and Nvidia are also showing strong interest in EMIB-T.