bubble boi
QUALCOMM AI300 ON EMIB-T LETS GOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOO https://t.co/AeEvZXXEuf
1 hour ago•bubble boi•bubbleboi
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Note: AI-generated summary based on third-party content. Not financial advice. Read more.
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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.

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head of risk @thru_xyz.