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TSMC develops EMIB-like packaging to retain AI chip orders amid CoWoS strain
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Fusion42 · 2 September 2026 · Fusion42 review
TSMC is developing an EMIB-like advanced chip packaging technology with Kinsus to alleviate shortages in CoWoS capacity and retain AI chip orders amid heavy demand. The move aims to prevent customers from shifting orders to Intel, which offers EMIB packaging, while TSMC also ramps up investments in packaging and testing capacity in Taiwan.
This Wire brief sits within Fusion42's coverage of Semiconductors.
◆ ◆ The Wire takeaway
TSMC is building a technical and capacity buffer against Intel by developing new packaging technology akin to EMIB and expanding plants. If you build components or services linked to advanced chip packaging, this opens new supplier and partner opportunities while reducing risks of losing orders.
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1 source · 3 Aug 2026
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