Morgan Stanley: Amazon Trainium3/4 to drive Intel EMIB-M packaging, capacity scaling 8x by 2028
pstAsiatech · x · 2026-10-10
Per a cited note from pequityresearch, Morgan Stanley sees Amazon's Trainium3, the upcoming Trainium4, and Amazon's in-house server CPU as the major customers of Intel's EMIB-M advanced packaging.
On capacity: EMIB-T is expected to average around 5kwpm in 2026, scaling to 15-20kwpm in 2027 and 40-45kwpm in 2028 — a roughly 8-9x expansion driven by AI training chip demand.
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