3 days ago
TSMC adopting an EMIB-like technology validates Intel's packaging approach, though packaging represents only about 10 to 15 percent of TSMC's $120 billion in revenue.
Intel's EMIB targets cost-sensitive AI ASICs for hyperscalers like Google and AWS, while CoWoS dominates high-bandwidth GPU training workloads.
TSMC is expanding CoWoS capacity over 80% annually, and rising competition should grow the overall packaging market rather than redistribute share.
Act now: the ****** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Taiwan Semiconductor Manufacturing didn't make the cut. Grab the names FREE today.
The artificial intelligence boom has reshaped the semiconductor industry in an unexpected way. Manufacturing the world's most advanced chips is no longer the biggest bottleneck. Packaging them has become just as important.
#emib #Manufacturing #NVIDIA
Intel's EMIB targets cost-sensitive AI ASICs for hyperscalers like Google and AWS, while CoWoS dominates high-bandwidth GPU training workloads.
TSMC is expanding CoWoS capacity over 80% annually, and rising competition should grow the overall packaging market rather than redistribute share.
Act now: the ****** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Taiwan Semiconductor Manufacturing didn't make the cut. Grab the names FREE today.
The artificial intelligence boom has reshaped the semiconductor industry in an unexpected way. Manufacturing the world's most advanced chips is no longer the biggest bottleneck. Packaging them has become just as important.
#emib #Manufacturing #NVIDIA
1 month ago
Intel Corporation (NASDAQ:INTC) is one of the best fast growth stocks to buy according to hedge funds. On June 26, Goldman Sachs initiated coverage of the stock with a Neutral rating and $150 price target. The firm anticipates favorable trends in the server CPU market driven by agentic AI along with upside potential from Intel's foundry business. However, it also believes that the stock's recent rally has priced in much of this optimism.
On June 23, BofA Securities ******* yst Vivek Arya raised the price target on the stock to $160.00 (from $135.00) while maintaining a Buy rating. Mizuho also raised its price target on Intel Corporation (NASDAQ:INTC) a day earlier to $135 from $128, keeping the Neutral rating unchanged. The firm cited Intel's growing strength in advanced chip packaging as a potential long-term revenue driver.
The revision came after Mizuho hosted an expert call on advanced packaging, where ******* ysts examined how chipmakers are racing to find new ways to connect and stack chips together. The firm noted that this technique has become increasingly critical as traditional chip miniaturization hits its physical limits.
The call compared Intel's EMIB-T, which connects multiple chips side by side using an embedded bridge, and a competing approach from TSMC called CoWoS-L. Mizuho established that both approaches are gaining traction with customers and are seen as front-runners in the 2.5D packaging ******* e.
Mizuho's ******* ysts said insights from the expert call convinced them that Intel's EMIB-T holds a cost advantage over TSMC's CoWoS-L. They however noted that Intel will need to get its production yields up to 99% before that advantage fully converts into market share.
On June 23, BofA Securities ******* yst Vivek Arya raised the price target on the stock to $160.00 (from $135.00) while maintaining a Buy rating. Mizuho also raised its price target on Intel Corporation (NASDAQ:INTC) a day earlier to $135 from $128, keeping the Neutral rating unchanged. The firm cited Intel's growing strength in advanced chip packaging as a potential long-term revenue driver.
The revision came after Mizuho hosted an expert call on advanced packaging, where ******* ysts examined how chipmakers are racing to find new ways to connect and stack chips together. The firm noted that this technique has become increasingly critical as traditional chip miniaturization hits its physical limits.
The call compared Intel's EMIB-T, which connects multiple chips side by side using an embedded bridge, and a competing approach from TSMC called CoWoS-L. Mizuho established that both approaches are gaining traction with customers and are seen as front-runners in the 2.5D packaging ******* e.
Mizuho's ******* ysts said insights from the expert call convinced them that Intel's EMIB-T holds a cost advantage over TSMC's CoWoS-L. They however noted that Intel will need to get its production yields up to 99% before that advantage fully converts into market share.
1 month ago
Intel Corporation (NASDAQ:INTC) is one of the 15 Best AI Stocks That Will Make You Rich in 10 Years.
On June 25, 2026, Goldman Sachs **** yst James Schneider initiated coverage of Intel Corporation (NASDAQ:INTC) with a Neutral rating and $150 price target, representing 12% upside. Schneider expects Intel to benefit from rising server demand tied to agentic AI and sees "upside optionality" from its role as a U.S. "champion" through its foundry business and longer-term wafer outsourcing potential. Still, Schneider noted that peers such as AMD and Nvidia have better revenue visibility and more compelling opportunities at a better valuation. Goldman Sachs sees balanced risk/reward at current levels.
On June 23, BofA raised its price target on Intel to $160 from $135 and kept a Buy rating. BofA updated its semiconductor industry models and price objectives, raising its calendar year 2030 total semiconductor industry addressable market forecast to $2.7T from $2.3T, led mostly by growth in memory and data center, with additional support from recovery in auto and industrial markets.
Photo by Slejven Djurakovic on Unsplash
On June 22, Mizuho **** yst Vijay Rakesh raised the firm's price target on Intel to $135 from $128 and kept a Neutral rating. Rakesh said Intel could see EMIB-T and Foveros tailwinds and could reach 10%-15% advanced packaging market share over the long term.
On June 25, 2026, Goldman Sachs **** yst James Schneider initiated coverage of Intel Corporation (NASDAQ:INTC) with a Neutral rating and $150 price target, representing 12% upside. Schneider expects Intel to benefit from rising server demand tied to agentic AI and sees "upside optionality" from its role as a U.S. "champion" through its foundry business and longer-term wafer outsourcing potential. Still, Schneider noted that peers such as AMD and Nvidia have better revenue visibility and more compelling opportunities at a better valuation. Goldman Sachs sees balanced risk/reward at current levels.
On June 23, BofA raised its price target on Intel to $160 from $135 and kept a Buy rating. BofA updated its semiconductor industry models and price objectives, raising its calendar year 2030 total semiconductor industry addressable market forecast to $2.7T from $2.3T, led mostly by growth in memory and data center, with additional support from recovery in auto and industrial markets.
Photo by Slejven Djurakovic on Unsplash
On June 22, Mizuho **** yst Vijay Rakesh raised the firm's price target on Intel to $135 from $128 and kept a Neutral rating. Rakesh said Intel could see EMIB-T and Foveros tailwinds and could reach 10%-15% advanced packaging market share over the long term.
1 month ago
Intel (NASDAQ:INTC) is one of the 15 AI Stocks **** ysts Are Watching: Microsoft, Nvidia, and More.
Intel Corporation may benefit from tailwinds coming from advanced packaging technologies, which has led one firm to raise estimates and its price target for the stock. On June 22, Mizuho **** yst Siti Panigrahi raised the price target on the stock to $135 from $128 and reiterated a Neutral rating.
While the firm remains neutral on Intel, it is cautiously positive on the stock considering potential benefits from its advanced chip-packaging technologies. Advanced packaging allows for improved performances, enabling more computing power and supporting the needs and growing demands of AI data centers.
Photo by Slejven Djurakovic on Unsplash
Mizuho anticipates Intel's EMIB-T technology and TSMC's CoWoS-L 2.5D approaches to gain traction. Intel's, however, could be a lower cost option but will need to improve manufacturing yields to around 99% to allow the technology to become competitive and widely adoptive.
Intel Corporation may benefit from tailwinds coming from advanced packaging technologies, which has led one firm to raise estimates and its price target for the stock. On June 22, Mizuho **** yst Siti Panigrahi raised the price target on the stock to $135 from $128 and reiterated a Neutral rating.
While the firm remains neutral on Intel, it is cautiously positive on the stock considering potential benefits from its advanced chip-packaging technologies. Advanced packaging allows for improved performances, enabling more computing power and supporting the needs and growing demands of AI data centers.
Photo by Slejven Djurakovic on Unsplash
Mizuho anticipates Intel's EMIB-T technology and TSMC's CoWoS-L 2.5D approaches to gain traction. Intel's, however, could be a lower cost option but will need to improve manufacturing yields to around 99% to allow the technology to become competitive and widely adoptive.
