
- TSMC is developing an EMIB-like packaging approach to compete with Intel's EMIB technology as demand for AI chip integration increases pressure on existing CoWoS capacity.
- Construction of TSMC's 1.4nm fab in central Taiwan is ahead of schedule, with the first fab building expected to be completed before April 2027.
- Supply-chain sources cited by TrendForce expect pilot production and mass production timing to accelerate if construction continues at its current pace, with mass production seen by mid-2028.