Ibiden, a Japanese firm that supplies AI-use substrates to US companies, ... What Ibiden’s AI Struggles Reveal About Nvidia ...

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 ...

Ibiden, a supplier of Nvidia for chip package substrates, may need to increase production capacity to meet robust demand from AI chip customers. Skip to content.

Amid a surge in demand for AI chip package substrates, Ibiden Co., a significant supplier for Nvidia Corp. NVDA, is evaluating the possibility of hastening its production capacity expansion.

Ibiden, a Japanese firm that supplies AI-use substrates to US companies, has announced something strange: Companies are asking it to increase its production and lay its future capacity expansion ...

Ibiden Co., the dominant supplier of chip package substrates used in Nvidia Corp.’s cutting-edge semiconductors, may need to dial up the pace of production capacity increases to keep up with ...

Ibiden, a Japanese firm that supplies AI-use substrates to US companies, has announced something strange: ... What Ibiden’s AI Struggles Reveal About Nvidia (NVDA) And Co’s Future. Jabran Kundi . Mon, ...

“Nvidia’s AI chips need sophisticated substrates, and Ibiden is the only one that can mass produce them at a good production yield,” he said. “Taiwanese competitors won’t be able to take ...

Ibiden also needs to accommodate custom chip makers like Google, Broadcom, and Marvell among others. What this tells us is that AI spending isn’t slowing down anytime soon.

Sales of the 112-year-old company’s AI-use substrates are robust, with customers buying up all that Ibiden can sell, CEO Koji Kawashima said in an interview.