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17.08.26 - 02:06
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T-glass demand surges as IC substrate makers see shortages through 2028 (Digitimes)
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As the global AI computing infrastructure boom drives rapid demand growth for GPUs, CPUs, and ASICs, the ABF substrate industry is set to swing into shortage in 2026, with the supply-demand gap expected to widen in 2027-2028. That has lifted order visibility for IC substrate makers in Taiwan, Japan, and South Korea, with the outlook now stretching as far as 2029-2030. Companies including Ibiden, Unimicron, Kinsus, Nan Ya Printed Circuit Board, Leading, and Samsung Electro-Mechanics are all moving into a new round of capacity expansion....
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24.04.26 - 05:45
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Asia: Nikkei Rises 203 pts or 0.3% at Half-day; Ibiden (4062.JP) Surges 12% (AAStocks)
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Japanese equities advanced in the morning session today (24th), as gains in US semiconductor stocks lifted related Japanese shares. Easing concerns over the situation in the Middle East also supported the broader market. The Nikkei 225 opened 267 points higher and once surged 546 points in early trading to a peak of 59,687. At t......
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05.02.26 - 01:06
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Japan′s Ibiden channels US$3.3bn into IC substrate expansion for AI servers (Digitimes)
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Ibiden plans to invest JPY500 billion (about US$3.3 billion) over three years starting in fiscal 2026 to expand production of its core IC package substrates. By fiscal 2028, capacity allocated to generative AI servers and high-performance server products is expected to reach around 2.5 times current levels based on product area....
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03.02.26 - 08:54
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Ibiden Co.,Ltd. Bottom Line Climbs In Nine Months (AFX)
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TOKYO (dpa-AFX) - Ibiden Co.,Ltd. (IBIDF) announced a profit for its nine months that Increased, from the same period last yearThe company's bottom line came in at JPY31.000 billion, or JPY107.09 ......
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18.11.25 - 04:06
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Samsung′s glass substrate samples fall short of requirements (Digitimes)
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Samsung Electronics has been in active discussions with Samsung Electro-Mechanics (Semco), Japan's Ibiden, and Shinko Electric Industries regarding collaboration on semiconductor glass substrates. However, reports indicate that they have not yet advanced to formal sample evaluation because of Samsung's assessment of the technology and market potential of glass substrates....
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