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[News] PSMC Reportedly Secures Intel EMIB Certification for Silicon Capacitors, Eyes 10K 12-inch Wafer Capacity by 2027

What happened

PSMC reported a 27% QoQ revenue increase to NT$17.29 billion and a 28% gross margin, driven by a 45% DRAM price hike in July. The company secured Intel EMIB certification for silicon capacitors and targets 10k 12-inch wafers/month by 2027, while collaborating with Micron on HBM and advanced memory processes.

Impact and signal

High impactImpact score: 98/100

Affected components and suppliers

DRAMSilicon CapacitorsSilicon InterposersHBMGaN

Power Semiconductor Manufacturing CorpIntel TSMC Micron NVIDIA

shortageprice-hikecapacity-expansionearnings-beat

Source and time

Source: TrendForce · 7/14/2026 · View original source

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[News] PSMC Reportedly Secures Intel EMIB Certification for Silicon Capacitors, Eyes 10K 12-inch Wafer Capacity by 2027

What happened

Impact and signal

Affected components and suppliers

Source and time

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