MediaTek clears the FUD with Morgan Stanley; analyst unconcerned about EMIB-T yields
BenBajarin · x · 2026-09-30
Analyst Ben Bajarin says MediaTek (MTK) management has cleared up the FUD from the previous day in talks with Morgan Stanley. He adds he's not worried about EMIB-T (Intel's advanced packaging) yields either—capacity demand is so high that all foundry capacity will be used.
A supply-chain take: packaging capacity tightness remains the main story, and yield concerns are likely overblown.
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