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@LIWEI_TWCapital · 2026-10-12 20:20

Intel EMIB-T: A Potential 4× Capacity Ramp Bernstein’s Oct. 8 view: growing CPU demand could push $TSM to prioritize scarce cleanroom space for wafer fabs, expanding the role of Intel and OSATs in advanced packaging. 2027 → 2028 year-end monthly capacity model: $INTC EMIB-T: 25K → 100K $ASX + $AMKR combined: 60K → 100K $TSM: 160K → 170K Figures are CoWoS-equivalent wafers; Intel’s panel-based capacity is converted. TSMC’s CPU-related revenue could reach the high-$30Bs in 2027, versus ~$25B in 2026. Qualification, yields and utilization will determine how much forecast capacity becomes revenue. Liwei's Full $INTC Analysis on Substack: https://liweitwcapital.substack.com/p/intc-part-ii-the-literal-backbone?r=8wchkc

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