Intel联手Amkor，剑指台积电

Core Viewpoint - Intel is advancing its AI semiconductor packaging technology at the Amkor factory in Incheon, South Korea, marking the first time it has outsourced this process, which was previously developed exclusively in its own fabs [1][2]. Group 1: AI Semiconductor Packaging Technology - Intel has established the advanced packaging technology "EMIB" at the Amkor K5 factory, which was chosen for its advanced equipment and infrastructure to support major North American tech companies like Nvidia and Apple [1][2]. - EMIB is a 2.5D packaging technology that connects different semiconductors, enhancing performance and cost-effectiveness compared to traditional silicon interposers [1][2]. - The next-generation EMIB technology, "EMIB-T," is set to enter mass production next year, integrating through-silicon vias (TSV) to improve speed and performance, which is crucial for AI semiconductor applications [2][4]. Group 2: Advanced Packaging Techniques - Intel has introduced several breakthroughs in chip packaging technology, including EMIB-T, which enhances power delivery efficiency and communication speed between chips [3][4]. - The new EMIB-T technology supports larger chip package sizes up to 120x180 mm and can accommodate over 38 bridges and more than 12 rectangular photoresist sizes [6]. - Intel's new decoupled heat sink technology aims to address thermal management challenges associated with increasing chip power consumption, improving the thermal interface material coupling by reducing gaps by 25% [6][7]. Group 3: Competitive Positioning and Market Strategy - Intel's wafer foundry aims to leverage advanced packaging technologies to provide comprehensive chip production solutions, allowing integration of various chip types from multiple suppliers [8]. - The company is also offering packaging services that do not require any Intel-manufactured components, which helps attract new customers and expand its foundry business [8]. - Contracts for packaging services are becoming a significant revenue stream for Intel's foundry business, with clients including major industry players like AWS and Cisco [8].