Ibiden (largest substrate supplier for intel EMIB) — earnings call Q&A Q) What is the development status and technical difficulty of EMIB-T, and when does mass production start? A) We understand that one or two competitors are also developing the relevant technology. Ibiden has largely completed the technology-establishment phase and is about to enter the yield-improvement phase ahead of full-scale mass production, which we believe puts us ahead of competitors. The technical difficulty lies in the bonding of the silicon bridge and in the core formation process. The Gama plant will be brought online in stages starting at the end of FY2027 and will contribute to earnings from FY2028. If demand materializes before then, we plan to accommodate it using existing facilities. ---------------------------------------- Reads like a de facto confirmation of 2028 EMIB-T ramp. $INTC

Ibiden (largest substrate supplier for intel EMIB) — earnings call Q&A Q) What is the development status and technical difficulty of EMIB-T, and when does mass production start? A) We understand that one or two competitors are also developing the relevant technology. Ibiden has largely completed the technology-establishment phase and is about to enter the yield-improvement phase ahead of full-scale mass production, which we believe puts us ahead of competitors. The technical difficulty lies in the bonding of the silicon bridge and in the core formation process. The Gama plant will be brought online in stages starting at the end of FY2027 and will contribute to earnings from FY2028. If demand materializes before then, we plan to accommodate it using existing facilities. ---------------------------------------- Reads like a de facto confirmation of 2028 EMIB-T ramp. $INTC

Source:https://x.com/jukan05/status/2085504954786365485