Nvidia Supplier Ibiden Weighs Faster Expansion to Meet AI Demand [Yahoo! Finance Canada]
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Source: Yahoo! Finance Canada
Most Read from Bloomberg Sales of the 112-year-old company's AI-use substrates are robust with customers buying up all that Ibiden has, CEO Koji Kawashima said, adding that that demand is likely to last at least through next year. Ibiden is building a new substrate factory in Gifu prefecture, central Japan, expected to go online at 25% production capacity around the last quarter of 2025 before reaching 50% by March 2026. But that may not be enough, Kawashima said. The company's in talks about when to get the remaining 50% capacity online. “Our customers have concerns,” he said in an interview. “We're already being asked about our next investment and the next capacity expansion.” Ibiden's clients include Intel Corp., Advanced Micro Devices Inc., Samsung Electronics Co. and Taiwan Semiconductor Manufacturing Co., as well as Nvidia, according to data compiled by Bloomberg. Many of them consult with the Japanese company early in product development, because the substrates — which
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