Sep. 1 at 3:39 PM
$INTC HUGE
Intel now hiring EMIB-T specific Substrate Program Integrator jobs
Intel’s own related job language talks about meeting foundry external customer demand for EMIB-T.
CEO Lip-Bu Tan has already stated that several customers showed strong interest and agreed to help prepay substrate suppliers to lock capacity:
"If you are serious to use our EMIB-T, can you help me on the substrate prepay? They jump on it."
Substrate supply is tight, with Taiwan and Japan suppliers also seeking commitments.
David Zinsner at DB conference also added timelines as customer bring-up support later this year, revenue starting to grow in 2H27, becoming a steady business in 2028.
We know the possible external users being
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Google TPUs, talks with
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Amazon on Trainium,
$SKHY
SK Hynix testing EMIB for HBM, and other ASIC names considering it.
This job is consistent with Intel preparing EMIB-T for outside customers and already having serious interest plus substrate prepay talk
https://x.com/imnotharsh/status/2094797079407108273?s=20
