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Home » Nvidia Supplier Ibiden Eyes Faster Expansion for AI Demand
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Nvidia Supplier Ibiden Eyes Faster Expansion for AI Demand

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(Bloomberg) — Ibiden Co., the dominant supplier of chip package substrates used in Nvidia Corp.’s advanced semiconductors, may need to accelerate the pace of increasing its production capacity to meet demand , according to its general director. officer.

Most read on Bloomberg

Sales of the 112-year-old company’s AI substrates are robust, with customers buying everything Ibiden has, CEO Koji Kawashima said, adding that demand is expected to last at least until next year.

Ibiden is building a new substrate factory in Gifu Prefecture, central Japan, which is expected to come online at 25% production capacity around the last quarter of 2025 before reaching 50% by March 2026. But that might not be enough, Kawashima said. The company is in talks about when it will bring the remaining 50% of capacity online.

“Our customers have concerns,” he said in an interview. “We are already being asked about our next investment and the next capacity expansion.”

Shares of Ibiden rose 5.5% in Tokyo on Monday, their biggest intraday rise in more than a month.

Ibiden’s customers include Intel Corp., Advanced Micro Devices Inc., Samsung Electronics Co. and Taiwan Semiconductor Manufacturing Co., as well as Nvidia, according to data compiled by Bloomberg. Many of them consult the Japanese company early in product development, because the substrates – which help transmit signals from the semiconductors to the circuit board – must be matched to each chip. Substrates must be designed to withstand the heat of an Nvidia graphics processing unit to form a complete AI chip package with components such as memory.

Founded as an electric utility company in 1912, Ibiden developed expertise in semiconductors through a partnership with Intel that Kawashima cultivated by waiting outside the Santa Clara company every day to arrest engineers and executives for product feedback in the early 1990s. At one point, Intel accounted for about 70 to 80 percent of Ibiden’s revenue from chip package substrates. That figure fell to around 30% in the fiscal year ending March as the U.S. chipmaker struggled to implement a turnaround that recently saw the ouster of CEO Pat Gelsinger.

Dependence on Intel has hurt Ibiden’s stock, down about 40% this year. In October, Ibiden lowered its earnings outlook after weak demand for components used in general-purpose servers outpaced growth linked to AI servers. But while emphasizing the importance of expanding business with chipmakers other than Intel, Kawashima said he was confident in Intel’s ability to bounce back.

“Intel’s overall technology is very sophisticated,” the 61-year-old said. “Intel has lifted us up and opened many doors. Our relationship with Intel will always be our treasure, and Intel will always be an important customer.

While many foreign chipmakers are unwilling to move their latest technologies to the United States, Intel is likely to play a key role in Washington’s goal of boosting cutting-edge semiconductor production capabilities in the country, Kawashima said. Ibiden itself does not have any manufacturing facilities in the United States. He has no plans to build any because of the cost of labor and logistics, Kawashima said, regardless of U.S. President-elect Donald Trump’s plans to impose tariffs on a wide range of products.

All of Nvidia’s AI semiconductors now use Ibiden’s substrates, although Taiwanese competitors such as Unimicron Technology Corp. are eyeing this area. But it won’t be easy to break Ibiden’s position as the dominant supplier, according to Hideki Yasuda, an analyst at Toyo Securities.

“Nvidia’s AI chips need sophisticated substrates, and Ibiden is the only one that can mass produce them with good yield,” he said. “Taiwanese competitors will not be able to take much share in Ibiden.”

AI semiconductors account for more than 15% of Ibiden’s sales of around 370 billion yen ($2.3 billion), and that percentage is expected to rise further. Nvidia said it has begun full production of its next-generation Blackwell chips after encountering some initial technical challenges.

Read: Nvidia partner Hon Hai bolsters capacity to meet ‘crazy’ demand for AI

In the long term, Nvidia could face increasing competition from application-specific chips from Marvell Technology Inc. and Broadcom Inc., as well as in-house silicon from Google and Alphabet Inc.’s Microsoft Corp. In theory, Ibiden should be able to fit all, as the design and package material of the AI ​​chip will likely remain similar to Nvidia’s, according to Kawashima.

(Adds stock price movement in 5th paragraph.)

Most read from Bloomberg Businessweek

©2024 Bloomberg LP

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