MURATA
🔬 Silicon capacitors are becoming important for Intel's EMIB packaging, benefiting suppliers like SEMCO and Murata
Silicon capacitors are becoming important for Intel's EMIB packaging, benefiting suppliers like SEMCO and Murata. SEMCO's unique position as the only company with both silicon capacitor and substrate businesses allows it to supply turnkey solutions to Intel, driving its stock surge.
Evidence & details
- +SEMCO secured a silicon capacitor supply contract worth over $1 billion for Intel's EMIB.
- +SEMCO's silicon capacitor revenue was only a few million dollars last year, indicating rapid ramp.
- +SEMCO is the only company operating both silicon capacitor and substrate businesses, maximizing bargaining power.
- +Murata maintains a close relationship with Ibiden, Intel's first-vendor for substrates, positioning it to benefit.
- âš¡Rise of Intel's EMIB packaging technology
- âš¡Intel's need to source silicon capacitors externally
- âš¡Turnkey supply model for substrates and capacitors
- −Dependence on Intel's EMIB adoption and volume
- −Competition from existing suppliers like Murata and TSMC
- −Potential technology shifts or supplier diversification by Intel
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Why Are Silicon Capacitors Becoming Important? And Why Is SEMCO's Stock Surging? The reason silicon capacitors have failed to grow into a large market until now is clear. TSMC, which holds an overwhelming share in substrates for AI packaging, has historically sourced silicon cap…
Thesis: Silicon capacitors are becoming important for Intel's EMIB packaging, benefiting suppliers like SEMCO and Murata. SEMCO's unique position as the only company with both silicon capacitor and substrate …
Silicon capacitors are becoming important for Intel's EMIB packaging, benefiting suppliers like SEMCO and Murata. SEMCO's unique position as the only company with both silicon capacitor and substrate businesses allows it to supply turnkey solutions to Intel, driving its stock surge.
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