【SAMSUNG X INTEL ㊙️】南韓媒體報導，三星晶圓代工據稱已獲得 Intel 晶片組代工訂單，將以 8nm 制程生產 Intel 下代 Core Ultra 400S 處理器所採用的 Intel 900 系列 PCH 晶片。

A faster chip, upgraded Wi-Fi, and Apple Intelligence might make their way to Apple's next set-top box.

【沒有永遠的敵人 ... ㊙️】外媒報導，香港廣發證券的報告指出，NVIDIA 與 AMD 正在評估 Intel 14A 製程節點，並考慮將部分伺服器用的 CPU、GPU 晶片交由 Intel 代工，同時亦傳出 Apple 與 Broadcom 計劃採用 Intel 的 EMIB 封裝技術，以避免單一供應商、確保

NVIDIA and AMD are reportedly evaluating Intel Foundry's 14A node, while Apple and Broadcomare considering Intel's EMIB packaging for a custom server accelerator. According to GF Securities Hong Kong, these developments reflect a growing willingness among top designers to reconsider their sources for both front-end process technology and back-end assembly. Capacity limits at alternative suppliers like TSMC are likely a key factor prompting these exploratory moves, with packaging availability now a central constraint for large design houses.

Closer to Apple, supply chain

NVIDIA and AMD are reportedly evaluating Intel Foundry's 14A node, while Apple and Broadcomare considering Intel's EMIB packaging for a custom server accelerator. According to GF Securities Hong Kong, these developments reflect a growing willingness among top designers to reconsider their sources for both front-end process technology and back-end assembly. Capacity limits at alternative suppliers like TSMC are likely a key factor prompting these exploratory moves, with packaging availability now a central constraint for large design houses.

Closer to Apple, supply chain