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RT NEWS: [Breaking] Google Reportedly Sticks With Intel EMIB-T Despite 35% Substrate Yields as HumuFish Schedule Tightens Uncertainty is growing over ...
What happened
According to industry sources (reportedly, unconfirmed), Google is reportedly sticking with Intel EMIB-T despite substrate yields of only 35%, as the HumuFish variation's schedule tightens. Industry sources point to the HumuFish variation as a key area of concern, with reported yield problems. Uncertainty is growing over potential delays to Google's TPU v9; the source does not state that any delay has occurred and gives no specific timeline, with the reported yield problems serving as the stated cause of concern.
Impact and signal
Medium impactImpact score: 58/100
Affected components and suppliers
TPU v9HumuFishEMIB-T substrate
yieldrumorTPUIntel EMIB-Tschedule delay
Source and time
Source: TrendForce Official (Market Data) · 10/21/2026 · View original source
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