Global Battle for Advanced Chip Packaging Dominance — The New Frontier in the AI Chip Race
As traditional process nodes approach physical limits, advanced chip packaging (such as 2.5D/3D packaging, chiplets, hybrid bonding, etc.) has become key to improving performance and reducing power consumption. The explosive demand for AI accelerators has made advanced packaging capacity a globally scarce resource. TSMC leads with its CoWoS technology, while Samsung and Intel are racing to catch up. Governments are incorporating advanced packaging into their technology sovereignty strategies, intensifying competition in the global supply chain.