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Ibiden Co.,Ltd. (4062.T)

3,886.00

+108.00

+(2.86%)

At close: 3:30:00 PM GMT+9

Ibiden Weighs Capacity Boost Amid Surging AI Substrate Demand

Ibiden is ramping up capacity to meet surging demand for AI-use substrates, primarily driven by Nvidia.

GuruFocus.com 3 months ago

IBIDY

NVDA
What Ibiden’s AI Struggles Reveal About Nvidia (NVDA) And Co’s Future

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 plans so they can manage their future supply chains effectively. Since Ibiden is a supplier for most of the major semiconductor companies in the US, this […]

Insider Monkey 3 months ago

NVDA

IBIDY
The Unsung Hero Behind Nvidia's AI Revolution: Ibiden's Race to Meet Explosive Demand

How a 112-Year-Old Japanese Company Became Indispensable to the AI Semiconductor Boom

GuruFocus.com 3 months ago

IBIDY

NVDA
AI Surge Pressures Nvidia Supplier Ibiden to Expand Amid Substrate Shortage Risks

Nvidia supplier Ibiden eyes production boost amid AI-driven substrate demand, with delays potentially impacting market leadership

GuruFocus.com 3 months ago

NVDA

IBIDY
Nvidia Supplier Ibiden Weighs Faster Expansion for AI Demand

(Bloomberg) -- 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 demand, according to its chief executive officer.Most Read from BloombergIs This Weird Dome the Future of Watching Sports?NYC’s Subway Violence Deters Drive to Bring Workers Back to OfficeDon’t Shrink the BusNYC Congestion Pricing to Take Effect After Years of DelaysNYC Congestion Pricing Take

Bloomberg 3 months ago

IBIDY

NVDA

INTC

Performance Overview

Return	4062.T	Nikkei 225 (^N225)
YTD	-18.24%	-10.50%
1-Year	-34.74%	-5.11%
3-Year	-23.52%	+34.28%

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Ibiden Co.,Ltd. (4062.T)

Ibiden Weighs Capacity Boost Amid Surging AI Substrate Demand

What Ibiden’s AI Struggles Reveal About Nvidia (NVDA) And Co’s Future

The Unsung Hero Behind Nvidia's AI Revolution: Ibiden's Race to Meet Explosive Demand

AI Surge Pressures Nvidia Supplier Ibiden to Expand Amid Substrate Shortage Risks

Nvidia Supplier Ibiden Weighs Faster Expansion for AI Demand

Performance Overview