Google Explores Intel EMIB-T Packaging to Power $4-5B TPU Chips
Intel has held discussions with Google over deploying EMIB and EMIB-T advanced chip packaging for AI processors, with EMIB-T mass production ramping at its Rio Rancho facility employing 2,700 staff. KeyBanc projects Google’s use of EMIB-T in its tensor processing units may yield $4-5 billion in revenue.
1. Discussion on Advanced Packaging
Intel has engaged Google in talks to adopt its EMIB and EMIB-T packaging methods for AI processors, highlighting improved power efficiency and space savings compared with traditional chip-on-substrate approaches.
2. Production Preparation at Rio Rancho
Intel has prepared for mass production of EMIB-T at its Rio Rancho, New Mexico facility, which employs approximately 2,700 people, signaling readiness to fulfill large-scale customer orders.
3. Revenue Potential for Google
Analyst projections estimate that Google’s adoption of EMIB-T in its tensor processing units could drive $4-5 billion in packaging-related revenue, underscoring significant growth prospects for Intel’s foundry services.