Why would Intel, a foundry, hire the former CEO of a memory company like SK Hynix?
Not to break into the HBM business. Seok-hee Lee reports directly to Lip-Bu Tan, overseeing advanced packaging, system integration, and back-end process and manufacturing. One phrase deserves your attention: advanced packaging.
If you've followed Intel for a while, you'll remember the EMIB-versus-CoWoS war. EMIB (Embedded Multi-die Interconnect Bridge) skips the full silicon interposer that CoWoS lays down, and instead buries a small silicon bridge only where two dies need to connect.
Round one went to CoWoS. Flagship GPUs from Nvidia and AMD wanted maximum bandwidth and minimum latency, and EMIB, limited by the bridge's area and routing density, couldn't keep up. It lost the socket. After that, EMIB lived mostly inside Intel's own CPUs. The technology didn't fail. It lost the fight to become the GPU standard.
Then the game changed.
In 2026, the bottleneck isn't the wafer. It's the package. CoWoS is capacity-short and, thanks to that large interposer, expensive. EMIB walks straight into the gap. Put the bridge only where you need it, and you get a cheaper package, freedom from reticle-size limits, and an edge on large multi-die designs. Google is evaluating EMIB for its 2027 TPU v9, and Meta is weighing it for MTIA. The explosion of custom ASICs and inference accelerators is EMIB's stage.
Intel won't beat TSMC at the leading node anytime soon. But packaging is a younger layer, less locked in, and above all, something Intel is genuinely good at. If there's a front where Intel can land a blow on TSMC, it's packaging, not the node.
In that light, hiring SK Hynix's former CEO reads as a challenge aimed squarely at TSMC, which holds the heart of GPU-plus-HBM integration. The hardest part of AI packaging is HBM integration and mass-producing it at high yield, and Lee is the man who pulled exactly that off in the HBM era. Spin packaging out as its own business unit reporting straight to the CEO, and the org chart becomes the statement of intent.
Of course, the CoWoS-locked volume at Nvidia and AMD won't move overnight. But the direction is unmistakable: make packaging a standalone weapon.
So here's the picture. TSMC's real moat isn't the leading node alone. It's the node-plus-CoWoS bundle: the AI accelerator and its HBM coming from a single house. What Intel's next-generation packaging is after is breaking that bundle apart. TSMC's base die, SK Hynix's DRAM, someone else's logic. Wherever each piece is made, Intel does the final integration. That's the goal.
- 부모 말이 먹히는 나이: 6~12세
- 손잡고 함께 걸을 수 있는 나이: 9세까지
-아이를 품에 안고 잘 수 있는 나이:10세까지
- 부모에게 ‘먼저’ 놀아달라고 하는 나이:10세까지
- 함께 보낼 수 있는 여름 방학: 단 12번
- 자식과 함께 보내는 시간의 80%: 18세 이전에 끝남
- 자식이 부모와 보내는 시간: 인생 전체의 5%
자녀와 함께할 수 있는 시간은 유통기한이 있습니다.
그 시간만큼 좋은 추억 많이 남기세요.
같이 있는 시간은 정말 짧습니다.
인터넷, 비트코인, 인공지능, 반도체, 램 등 놓치신 분들은 다가오는 우주 섹터는 놓치지 마시길 바랍니다. 잠재 마켓캡은 무한대입니다. 쉽게 비교하자면, 최근에 있었던 스타쉽 런칭은 쳇 지티피와 같은 순간이었습니다. 감탄만 하고 계신 분들이 있으시다면 멍하니 있으시지 마시고 행동을 하시는 것을 고려해 보세요. 설사 그 투자가 물리더라도, 충분히 감당할 가치가 있는 리스크 입니다.
섹터 로테이션 정복ㅣ260508
1. 로테이션이 뭔지부터 짚고 가야 함.
쉽게 말하면 큰 손들이 이미 많이 오른 섹터에서 차익실현을 하고
아직 덜 오른 섹터로 돈을 옮기는 것임.
개미 입장에서 이 흐름을 미리 읽으면 다음 주도 섹터를 선점할 수 있음.
올해 초 1월 실제로 거대한 로테이션이 있었음.
(이어서 계속 🔗)
Rotation people!! How to spot it:
Think back to january...we witnessed a HUGE rotation from software into semiconductors.
Thinking logically...that big $$$ that rode semis to ATHs is going to eventually take profit and rotate elsewhere.
Not saying the semiconductor run is
5/6
1. 미-이란 협상 진전 : 호르무즈 해협 긴장 완화 기대에 유가 하락, 다우,에센피,나스닥 모두 강세, 기술주 주도
2. 미국 고용 : 4월 ADP 민간고용 109K(예상 상회), 노동시장 견고하지만, 이란 전쟁 여파로 가스 가격 급등
3. 코스피 '7천피'시대 : 삼성전자 시총 1조달러 돌파, 반도체/AI관련주 강세
4. 4월 물가 : 유가 폭등으로 2.6% 상승
전반적으로 미-이란 긴장 완하기대가 글로벌 증시와 유가를 안정시키는 분위기.
$OUST expanded its $NVDA partnership to bring Rev8 digital lidar integrations across the Nvidia Jetson platform.
Ouster is giving robots better “eyes” with color-aware 3D sensing helping them see, map and understand the physical world in real time.
나는 기업에 투자한게 아니라 도박을하고 노름을 한거였네. 어쩌다 이렇게됐는지 참.
언제부터였을까. 다시는 안그럴 수 있을까.
그러지 말아야지하면서도 또 하고 있는나를보니 한심스럽구나. 적지 않은나이 나쁘지않은 직장.
모두 처음엔 가족들을 위해서겠지. 그만하고 다시 돌아가자.
39K Followers 8K FollowingI eat, sleep, and breathe stocks. Don't know why someone would have a real job. Tweets are for entertainment purposes only. I'm not a financial advisor.
6K Followers 5K FollowingBusiness man.
I am investing in $PLTR, $RKLB, $SPCX, $RDW, $IRDM, $ABCL, $CCJ, $USAR 🚀.
What industries align with the spirit of the times?
335 Followers 4K FollowingMy mission is to make people happy and make them money.
Founder of "Trade to Close" subscription service. Content for informational and educational purposes.
5K Followers 2K FollowingGeopolitical investment news, literature, remote classes for grades 3-12 in ELA, test review, or media literacy, canvas art, painted pots, gardening, and more!
3K Followers 3K Following🌿 Together with Nature 🌿
자연을 소중히 여기고, 자연과 더불어 살아가는 삶 속에서 서정적인 음악과 함께 진정한 행복을 찾아 가는 공간입니다.
It is a space where we cherish nature, live in harmony with it.
962 Followers 593 FollowingQuantum $INFQ + Heavy Rare Earth $CRML . Tracking risks and high conviction, not vibes and hype. High risk tolerance. news + politics (you been warned)
8K Followers 269 FollowingPhD in EE, former AI researcher, now in strategic planning. I aim to spot and share the changes that advancing technology will bring—before they arrive.
131K Followers 753 FollowingI always take profit or sell if it’s going bad. Trading is extremely risky. Small stocks long term can result in full loss. Read: https://t.co/nw6tSxIx3W
2K Followers 331 FollowingLithium-focused researcher decoding critical mineral extraction, battery production, storage, and recycling, while occasionally exploring EV op-eds.
4K Followers 2K FollowingMicrocaps, jr. resources, out-of-favor cyclicals. Not Financial Advice. May buy or sell at any time. Navy vet, homeschool dad.
91K Followers 152 FollowingI eat, sleep, and breathe stocks. Don't know why someone would have a real job. Tweets are for entertainment purposes only. I’m not a financial advisor.
2K Followers 508 FollowingEnabling superior care experiences with a comprehensive no-code, low-code digital health platform that brings together your unique workflows
13K Followers 2K FollowingSemiconductor Engineer, Ph.D. 🇰🇷🇺🇸
📍 San Jose
Startup & Big Tech Vet
John's Papa
Silicon Valley Trivopaedia: Tech, Money, Food & Chips. Life in the SV
3K Followers 159 FollowingIndependent analyst delivering deep, data-driven research on companies shaping the future and identifying key market turnarounds.🚫 NFA
338 Followers 31 Following뉴욕 기업 파산/구조조정 변호사; 델라웨어 파산법원 로클럭 (전); 골드만 삭스 에널리스트 (전); NYU J.D., Harvard A.M. in Statistics, Auckland Univ. B.A. in Economics (First-Class Honors). CFA III.
13K Followers 2K Following⭐️주식을 매개체로 세상을 배우며, 항상 열린 마음으로 끊임없이 배우겠습니다.👍🏻강한 멘탈리티를 통해 비로소 진정한 투자가 완성됩니다. 📚읽은 책, 일상, 운동도 기록합니다. $NBIS $CCJ $ORBX $KEEL / $PLTR (2023.11.1~2026.5.28)
248K Followers 16 Following*Not affiliated with Anthropic.
A public project to see which LLM outperforms the market.
$150M invested alongside Grok, Chat, & Claude on @joinautopilot
8K Followers 254 FollowingGlobal strategist. 16 years in corporate strategy & multi-billion dollar deals. Now in Florence — tracking US, European & Korean markets. Plant early. 🌱
1K Followers 188 FollowingI’ve been monitoring my stocks for at least one or two years before I write about them. And I monitor them EVERY single day.
NFA.
#bullisheveryday
🎱