Tuesday, August 12th 2025

Apple M5 Silicon Adopts LMC Packaging, Paving the Way for CoWoS

According to the well-known Apple insider Ming-Chi Kuo, Apple has reworked a part of its semiconductor supply chain by awarding Taiwan's Eternal Materials exclusive roles in supplying key packaging compounds for its 2026 iPhone and Mac processors. Eternal will supply molding underfill, known as MUF, for the A20 iPhone packages and a liquid molding compound, or LMC, for the high-end M5 Mac processors. TSMC has completed the qualification of these materials and validation for CoWoS use is underway, which could lead to initial shipments in 2026 and a larger role for Eternal in 2027 and 2028. This is noteworthy because it places a Taiwanese materials supplier into a space long dominated by Japanese firms and aligns Apple and TSMC around packaging choices that enable higher memory bandwidth and denser compute layouts.

For the iPhone, transitioning from InFO to wafer-level multi-chip module packaging with MUF reduces material consumption. It simplifies assembly by combining underfill and molding into a single wafer-level process, which is expected to improve yields and lower costs. For Macs, adopting CoWoS-compatible LMC for M5 packages provides better structural integrity, enhanced thermal paths, and more consistent manufacturing outcomes, while leaving full CoWoS adoption for future chip generations. Eternal reportedly beat established Japanese suppliers such as Namics and Nagase to win these orders, which could prompt OSAT partners and other manufacturers to trial the new compounds. It also sets a clear path for Apple to scale more complex multi-die designs in the coming years as it prepares the groundwork for CoWoS and later CoPoS-based processors.
Source: Ming-Chi Kuo
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11 Comments on Apple M5 Silicon Adopts LMC Packaging, Paving the Way for CoWoS

#1
zenlessyank
The CoW OS goes moo. I didn't know Apple bought Gateway!

I will see myself out.
Posted on Reply
#2
kondamin
I hope there is enough interposer capacity by then
Posted on Reply
#3
pat-roner
Yes, I totally understand what all of this means! Amazing (i hope)
Posted on Reply
#4
Xajel
kondaminI hope there is enough interposer capacity by then
They're already building more capacity for it as demand is growing and is expected to grow more and more.
Posted on Reply
#5
Dirt Chip
A very technical post, didn’t understand much.
Would be nice to have a schematic pic of the different tech to make sense to all those blunt abbreviations.
:confused:

Anyway, I guess good for apple. I don’t but their product either way..
Posted on Reply
#6
kondamin
Dirt ChipA very technical post, didn’t understand much.
Would be nice to have a schematic pic of the different tech to make sense to all those blunt abbreviations.
:confused:

Anyway, I guess good for apple. I don’t but their product either way..
basically it's about a company that perfected a technique to put a filler material between the interposer and the IC

document is the first thing i found when looking for MUF.

it's not all that exciting if I'm being honest
Posted on Reply
#7
bonehead123
And it's the CoWoWs & CoPo's for the win, hahahaha :D

/s
Posted on Reply
#8
mikesg
As well as CoWoS reducing costs, CoPoS means square wafers so costs go down. Manufacturing of all Apple silicon moved to America so it should level out costs after a few years.
Posted on Reply
#9
kondamin
mikesgAs well as CoWoS reducing costs, CoPoS means square wafers so costs go down. Manufacturing of all Apple silicon moved to America so it should level out costs after a few years.
I doubt the rest of the world is going to be getting made in US apple silicon
Posted on Reply
#10
mikesg
I'd bet the whole world would get US-made Apple silicon. They're still with TSMC, and it's something other countries can be sanctioned/restricted with, which is common in current US diplomacy.
Posted on Reply
#11
kondamin
mikesgI'd bet the whole world would get US-made Apple silicon. They're still with TSMC, and it's something other countries can be sanctioned/restricted with, which is common in current US diplomacy.
I’m not touching politics, simply looking at capacity
Posted on Reply
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