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[News] PSMC Reportedly Becomes Intel’s Exclusive EMIB Silicon Capacitor Supplier; UMC May See Order Boost
What happened
PSMC secures exclusive supply of Intel's EMIB-T silicon capacitors, expanding monthly capacity to 5,000 8-inch and 8,000-10,000 12-inch wafers. UMC also gains EMIB bridge orders. EMIB-T offers a 50% cost reduction over TSMC's CoWoS, creating competitive pressure on legacy packaging.
Impact and signal
High impactImpact score: 90/100
Affected components and suppliers
Silicon CapacitorsEMIB Silicon Bridges
capacity_expansionsupply_chainemibsilicon_capacitor
Source and time
Source: TrendForce · 8/3/2026 · View original source
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