PSMC has been qualified as a supplier for Embedded Multi Die Interconnect Bridge's (EMIB) SiCap technology. The company plans to significantly increase its 12-inch SiCap production capacity, aiming for 8-10K wafers per month by the second half of 2027, up from an earlier projection of 3K wafers per month by the end of 2026. This expansion leverages a mature DRAM process and is specifically targeted for EMIB packaging applications. AI
IMPACT Increased capacity for advanced packaging technologies like EMIB is crucial for the development and deployment of more powerful AI hardware.
RANK_REASON Significant capacity expansion announcement for a key semiconductor packaging technology. [lever_c_demoted from significant: ic=1 ai=0.7]
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