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Google & Meta Lock In EMIB, H200 Smuggling & Apple's Ohio Fab Deal
Audio is available on Spreaker — see link below.
Intel's EMIB packaging wins formal commitments from Google and Meta as CoWoS scarcity reshapes AI infrastructure. Plus: H200 chips seized on the Japan smuggling route, Samsung's unresolved HBM tensions, and Apple locks in Intel's Ohio fab with a 2032 supply deal.
Audio is available on Spreaker — see link below.
Intel's EMIB packaging is now a formal commitment from Google and Meta, not a roadmap slide, and that changes the competitive landscape for TSMC's CoWoS in ways that matter to everyone tracking AI infrastructure. Here's the core shift.
The silicon capacitor piece of this story deserves attention on its own. These components address voltage droop in high-power AI workloads, which is a real bottleneck as chip power densities climb.
Taiwan's coast guard seized fifty SuperMicro servers carrying restricted Nvidia H200 chips, routed through Japan before heading toward China. One shipment had already cleared through Hong Kong.
Intel formally signed a chip supply agreement with Apple, backed by the U.S. Commerce Department. The deal removes the biggest uncertainty hanging over the Ohio One fabrication plant, locking in a twenty thirty-two operational date and tying Apple capital expenditure to the capacity ramp.
Samsung's memory chip wage standoff ended May twenty-first. The stock hit a record three hundred twenty-three thousand won by May twenty-seventh.
One development that cuts against Apple's established narrative: full Gemini model queries inside Apple Intelligence are now routing through Google Cloud using Nvidia confidential compute. That decision was formalized in recent weeks.
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