Ibiden

Headlines · 3

1. 2d
   Ibiden to Invest ¥151 Billion in AI-Server IC Substrates

   Ibiden announced an additional investment of about ¥151 billion to expand high-performance IC substrate capacity for AI servers at its Kawama plant and overseas factories. Equipment is planned to come online from fiscal 2029, when mass production of high-performance CPU substrates is expected to begin in stages. The company also raised its FY2026 consolidated revenue target to ¥565 billion and operating profit target to ¥133 billion.

   科技新报 · 🔥 0
2. 4d
   AI Demand Reportedly Strains PCB and Chip Substrate Supply

   AI data-center demand is reportedly diverting PCB and chip-substrate production capacity from PC and consumer-electronics makers. Nikkei Asia reports that some PCB lead times have stretched to 30 months, copper-clad laminate costs have risen at least 12-fold since July 2026, and one major supplier's order book extends into 2030.

   Tom’s Hardware · 🔥 16
3. Oct 21
   NVIDIA Funds Six-Supplier AI Infrastructure Capacity Expansion

   NVIDIA announced capacity-reservation agreements with six supply-chain partners to expand substrates, advanced packaging, semiconductor testing and optical-engine capacity for its accelerated-computing and full-stack AI factory platforms. The company and its suppliers target a 2.5-fold increase in relevant substrate capacity over three years, while Amkor plans more than 300% greater advanced-packaging capacity by the end of 2028. NVIDIA will provide KYEC with a $1.1 billion capacity-reservation advance for U.S. testing facilities, and SPIL targets a 15-fold increase in co-packaged-optics engine capacity by mid-2027.

   NVIDIA Newsroom · 🔥 0

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