It’s still an extremely challenging proposition. “Packaging is not as easy as saying, ‘I want to run 100,000 wafers per month,’” says Jim McGregor, a longtime chip industry analyst and the founder of Tirias Research, referring to a continuous flow of chips in various stages of production. “It really comes down to whether Intel’s [packaging] fabs can make deals. If we see them expanding those operations more, that’s an indicator that they have.”
Last month, Anwar Ibrahim, the prime…

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