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Ibiden Accelerates Chip Substrate Production to Tame AI Demand
Ibiden Co. is cranking up production to keep pace with AI's insatiable appetite. CEO Koji Kawashima announced plans to boost capacity beyond the new Japan factory, backed by a 40.5 billion yen government subsidy for high-performance substrates. With IC board sales for generative AI set to triple in FY2024, Ibiden holds over 50% market share and powers Nvidia's GPUs via TSMC. Despite Intel stepping back, Ibiden’s joining the TSMC 3DFabric Alliance keeps them optimistic and ahead in the semiconductor race.
