
Qualcomm’s AI300 is expected to use Intel’s EMIB-T packaging. Amazon is evaluating EMIB-T for Trainium 4, while Intel reportedly expects EMIB-M design wins with Amazon’s Trainium 3 and Microsoft’s Cobalt 400; EMIB-M ASPs are about 5× lower than EMIB-T, with estimated revenue of $200M–$300M per program annually.