Nvidia Supplier Ibiden Weighs Faster Expansion for AI Demand

Ibiden Co., a leading supplier of chip package substrates for Nvidia Corp.'s advanced semiconductors, is experiencing strong demand for its AI-use substrates. According to CEO Koji Kawashima, the company may need to accelerate its production capacity to meet this demand, which is expected to continue through at least the next year.

The 112-year-old company is currently selling all the substrates it produces, indicating robust sales and a pressing need to expand production capabilities. This sustained demand highlights the critical role Ibiden plays in the semiconductor supply chain, particularly in the growing AI sector.

Key takeaways

Ibiden Co. is a leading supplier of chip package substrates for Nvidia Corp.'s advanced semiconductors.
The company may need to increase production capacity to meet rising demand.
Sales of Ibiden's AI-use substrates are strong, with all available products being purchased by customers.
CEO Koji Kawashima expects the high demand to continue at least through the next year.

Nvidia Supplier Ibiden Weighs Faster Expansion for AI Demand

Key takeaways

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