封装技术对决！英特尔EMIB挑战台积电CoWoS

芯财富pro03-08

由于供应限制迫使美国客户寻求其他选择，英特尔的封装服务被视为台积电CoWoS的可行替代方案。英特尔EMIB封装订单到2026年下半年或将达到数十亿美元营收；为晶圆代工业务带来新前景先进封装技术已成为现代人工智能架构计算能力的主要驱动力，与半导体一样，CoWoS等解决方案对于英伟达和AMD等公司而言至关重要。随着人工智能热潮的兴起，台积电一直主导着先进封装市场，但随着对CoWoS及衍生产品的需求激增...

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Intel EMIB Challenges TSMC CoWoS","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"TSMG":0.6,"04335":1.95,"TSMX":0.6,"TSMZ":0.6,"STSM":0.6,"TSM":1.9,"LINT":0.6,"INTC":1.95,"TSMY":0.6,"TSMU":0.6,"03145":0.6,"INTW":0.6},"content_text":"由于供应限制迫使美国客户寻求其他选择，英特尔的封装服务被视为台积电CoWoS的可行替代方案。英特尔EMIB封装订单到2026年下半年或将达到数十亿美元营收；为晶圆代工业务带来新前景先进封装技术已成为现代人工智能架构计算能力的主要驱动力，与半导体一样，CoWoS等解决方案对于英伟达和AMD等公司而言至关重要。随着人工智能热潮的兴起，台积电一直主导着先进封装市场，但随着对CoWoS及衍生产品的需求激增，供应瓶颈问题日益凸显，需要时间才能解决。与此同时，封装客户将英特尔的EMIB视为合适的备选方案，这也是英特尔称该技术需求将带来数十亿美元收入的原因。英特尔首席财务官大卫·津斯纳表示，关于EMIB或EMIB-T。这看起来对我们来说是一个很棒的产品，而且我认为我们已经从客户那里获得了非常好的反响。最初，当我思考这个问题并与投资者讨论时，我一直在向大家强调：“嘿，这就像……你知道，想想这些数亿美元的订单，与晶圆订单（价值数十亿美元）相比，简直天壤之别。”你知道，你应该这样想。不过，我已经修改了之前的说法，因为实际上即将完成数十亿美元的年度交易。年初时，关于客户寻求EMIB封装的讨论就已出现，尤其是在黄仁勋在宣布50亿美元收购英特尔的交易时，盛赞英特尔的封装解决方案之后。EMIB和EMIB-T近期备受关注的主要原因之一是英特尔先进的封装产能不受限制。除了EMIB带来的技术优势之外，产能的可用性对于无晶圆厂制造商来说也是一个重要的卖点。报告显示，近期市场对英特尔先进封装解决方案的信心显著提升，这主要得益于该公司与日本和基板供应商的紧密合作。英特尔的供应商正在提高产能，希望抓住封装产品需求增长的机遇。这间接表明，EMIB技术的应用正从概念阶段过渡到实际订单阶段。英特尔的EMIB和EMIB-T技术目前被视为一种可行的解决方案，尤其适用于那些优先考虑成本效益、大规模物理封装和设计灵活性而非绝对峰值带宽的应用场景。这意味着ASIC、移动SoC和定制芯片将成为采用英特尔封装服务的主要目标。英伟达正在考虑在Feynman芯片中使用EMIB技术，而苹果、联发科和高通也可能将应用于各自的定制芯片解决方案。英特尔先进封装 (AP) 服务的另一大卖点在于对本土制造的高度重视。目前，美国除了英特尔之外没有其他 AP 工厂，这意味着对于那些向台积电亚利桑那工厂下单的无晶圆厂制造商而言，他们实际上需要将“半成品”解决方案运往台湾进行封装。EMIB解决方案弥补了这一缺口，这也是该公司在后端领域前景广阔的原因之一。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.42.0","shortVersion":"4.42.0","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2617669572","isCrawlerRequest":true}