RT NEWS: #AdvancedPackaging: TSMC says nobody else is in production at 5X reticle size — and C.C. Wei hints TSMC will step in if EMIB-T falls short F...

What happened

According to an Oct 15 post, TSMC stated on its 3Q26 earnings call (10/15) that nobody else is in production at 5X reticle size, and C.C. Wei hinted that TSMC will step in if EMIB-T falls short — a conditional remark, not a confirmed plan or completed action. The call also included exchanges on CoWoS, Intel's EMIB-T and GlobalFoundries; the speakers' full remarks were not expanded in the truncated post.

Impact and signal

Affected components and suppliers

Source and time

Source: TrendForce Official (Market Data) · 10/15/2026 · View original source