Nvidia Supplier Ibiden Weighs Faster Expansion for AI Demand (1)

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.

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 next year.

Ibiden is building a new substrate factory in Gifu prefecture, central Japan, expected to go online at 25% production capacity around the last quarter of 2025 before ...