Intel is reportedly deepening its cooperation with Taiwan's AUO Optronics, strategically positioning itself in Micro LED advanced packaging, targeting the CPO and high-density computing integration markets.
Intel is extending its advanced packaging strategy to the Micro LED substrate field and is reportedly collaborating deeply with Taiwanese panel giant AUO to jointly advance CPO (Co-Packaged Optics) and high-density computing chip integration solutions, according to Taiwan's Economic Daily News on September 21. Intel has obtained a U.S. authorized patent named "IC Package with Micro LEDs," which involves embedding semiconductor chips into a glass substrate and achieving electrical interconnection between Micro LEDs and the packaging substrate through Through-Glass Vias (TGVs). AUO Chairman Paul Peng previously stated at an investor conference that the company has completed its layout in advanced packaging and glass substrates and is co-developing with partners. Analysts believe this move will provide Intel with differentiated competitive advantages in the AI computing packaging race and open a window for AUO to transform into high-value advanced packaging.
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Source:华尔街见闻 · Source Link
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