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Google reportedly taps Intel's EMIB-T for next-gen TPUs, challenging TSMC's packaging dominance

By PulseAugur Editorial · [2 sources] ·

Google is reportedly shifting its next-generation Tensor Processing Unit (TPU) production, codenamed Humufish, from TSMC's CoWoS-L advanced packaging to Intel's EMIB-T technology. This move, if accurate, signifies a significant challenge to TSMC's dominance in the AI and HPC processor packaging market. Intel's EMIB-T offers an alternative by using embedded silicon bridges instead of large interposers, potentially circumventing reticle size limitations and improving power delivery for demanding AI accelerators. AI

IMPACT This shift could signal increased competition in advanced chip packaging, potentially impacting AI hardware supply chains and costs.

RANK_REASON Reported shift in major cloud provider's hardware sourcing strategy for AI accelerators, challenging incumbent supplier.

Read on Tom's Hardware →

AI-generated summary · Google Gemini · from 2 sources. How we write summaries →

Google reportedly taps Intel's EMIB-T for next-gen TPUs, challenging TSMC's packaging dominance

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Significant
Reported shift in major cloud provider's hardware sourcing strategy for AI accelerators, challenging incumbent supplier.
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2 independent sources
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infra, product
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High
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56 days old
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COVERAGE [2]

  1. Tom's Hardware TIER_1 English(EN) · Anton Shilov ·

    Intel's EMIB packaging gains traction as chip designers look to skirt TSMC's CoWoS constraints — Google's reported decision for 9th-gen TPUs highlights Intel's attractive alternative

    Google has reportedly chosen Intel's EMIB-T over TSMC's CoWoS-L for its next-generation TPU, codenamed Humufish. But will Google be alone in its alleged decision?

  2. Mastodon — mastodon.social TIER_1 English(EN) · [email protected] ·

    Intel's EMIB packaging gains traction as chip designers look to skirt TSMC's CoWoS constraints — Google's reported decision for 9th-gen TPUs highlights Intel's

    Intel's EMIB packaging gains traction as chip designers look to skirt TSMC's CoWoS constraints — Google's reported decision for 9th-gen TPUs highlights Intel's att… Google has reportedly chosen Intel's EMIB-T over TSMC's CoWoS-L for its next-generation TPU, codenamed Humufish. Bu…

    LINKS tomshardware.com/…/intels-emib-packaging-… tomshardware.com/tech-industry

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