Reported 3 days ago
Ibiden Co., a key supplier of chip package substrates for Nvidia, is considering accelerating its production capacity to meet robust demand for AI substrates, as noted by CEO Koji Kawashima. Despite building a new factory in Japan that aims to reach operational capacity in 2026, he expresses concerns that this may not suffice to satisfy customer needs. With significant clients like Intel and AMD, Ibiden is maintaining a strategic focus on expanding its partnerships beyond Intel, which has historically been a major revenue source, despite recent challenges impacting its performance.
Source: YAHOO