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    Kimi K3 launch triggers a new AI market shake-up
    56min ago
    Commentary: Gulf state's Sovereign Wealth Fund pours into ASEAN, eyeing stake in AI infrastructure supply chains
    56min ago
    TSMC's Kumamoto plant boosts Kyushu IC output by 60%, but local firms lag
    56min ago
    WAIC 2026: Biren unveils 1,024-GPU NPO optical interconnect super node
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    WAIC 2026: Enflame showcases China’s first glass-based CoPoS AI chip sample
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    NEWS TAGGED IBIDEN
    Monday 20 July 2026
    Samsung struggles to secure AI chip substrates, report says

    Samsung Electronics is reportedly facing difficulties securing large-format FC-BGA package substrates for custom AI chips, as suppliers...

    Tuesday 16 June 2026
    TSMC reportedly teams with Ibiden, Innolux to push CoPoS, glass substrates

    TSMC is accelerating its advanced packaging roadmap for AI chips, expanding CoWoS capacity while publicly disclosing new progress in...

    Monday 4 May 2026
    AI chip demand ignites embedded substrate race among Samsung, Ibiden, Unimicron
    Samsung Electro-Mechanics (Semco) has moved early to commercialize embedded semiconductor substrates, but the window is rapidly closing as Japan's Ibiden and Taiwan's Unimicron prepare...
    Friday 6 March 2026
    Intel’s EMIB gains traction as CoWoS alternative, reviving IC substrate investment
    The global AI surge has sharply increased demand for advanced chips, leaving TSMC's CoWoS capacity in tight supply. Intel's advanced packaging strategy is set to reach a critical turning...
    Thursday 5 February 2026
    Japan's Ibiden channels US$3.3bn into IC substrate expansion for AI servers

    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...

    Tuesday 18 November 2025
    Samsung's glass substrate samples fall short of requirements
    Samsung Electronics has been in active discussions with Samsung Electro-Mechanics (Semco), Japan's Ibiden, and Shinko Electric Industries regarding collaboration on semiconductor glass...
    Tuesday 4 November 2025
    Ibiden raises fiscal 2025 financial forecast as GenAI orders exceed expectations
    Japanese IC substrate giant Ibiden announced an upward revision of its fiscal year 2025 financial forecast, running April 2025 to March 2026, with revenue, operating profit, and net...
    Tuesday 23 September 2025
    Nvidia-Intel alliance to boost long-term demand for ABF substrates
    Nvidia and Intel have announced a rare partnership to jointly develop next-generation AI data center and PC platform chips. Despite predominantly negative market interpretations, the...
    Tuesday 7 January 2025
    Ibiden's exclusive position in AI chip substrate market rooted in deep ties with Intel
    Japanese manufacturer Ibiden has established itself as a dominant player in the IC substrate market for AI chips, driven by Nvidia's strong demand for these substrates. Ibiden emphasized...
    Thursday 19 December 2024
    Chinese automakers weigh Nissan tie-up amid US market challenges
    Chinese automakers, including NIO, XPeng Motors, BYD, and Taiwan's Foxconn, are reportedly exploring partnerships with cash-strapped Nissan, leveraging its global distribution networks...
    Wednesday 4 December 2024
    Ibiden plans 40% output boost for AI server IC substrates in 2025
    Japanese IC substrate maker Ibiden is ramping up production capacity in response to rising demand linked to generative AI, with plans centered on renovating its current facilities...
    Wednesday 6 November 2024
    Ibiden and Shinko Electric optimistic about AI, but standard server demand remains weak
    Japanese IC substrate manufacturer Ibiden has lowered its overall performance forecast for the fiscal year 2024 (April 2024 to March 2025). Similarly, another IC substrate company,...
    Thursday 25 July 2024
    Weakening Japanese yen increases pressure on Taiwan ABF substrate suppliers
    The Japanese yen's depreciation will provide Japan-based ABF substrate companies with an additional advantage over their Taiwanese counterparts, in addition to technology leadership,...
    Thursday 27 June 2024
    Ibiden scales up AI chip substrate capacity for Nvidia supply chain
    Ibiden, the Japanese electronic component supplier, used to be seen as an Intel supply chain partner.
    Friday 3 May 2024
    Ibiden's fiscal slump: IC substrates drive profit plunge, amid promising AI demand
    Japan-based IC substrate manufacturer Ibiden saw a decline in its fiscal performance for 2023 (April 2023 to March 2024).
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    BIZ FOCUS
    Jun 1, 08:00
    LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE
    Friday 29 May 2026
    Datotek Introduces AI PSSD Sustainable Storage Solutions at COMPUTEX 2026
    Thursday 28 May 2026
    VIA Labs Announces MST Hub Controllers for Multi-Display USB-C Docking
    Thursday 28 May 2026
    AGI Debuts DDR5 R-DIMM and Smart Industrial Solutions at COMPUTEX 2026
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