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Ibiden expands AI packaging substrate capacity for Intel from 2029
What happened
On October 29, Ibiden raised its fiscal 2026 forecast, projecting consolidated net profit to rise 40% year-over-year to JPY89 billion (US$563 million) and revenue to increase 36% to JPY565 billion. The company also announced an additional JPY151 billion in capital investment to expand advanced IC packaging substrate capacity for generative AI servers and CPUs; per the title, the expansion for Intel is from 2029. The source does not provide further detail on what the 2029 date represents for capacity readiness.
Impact and signal
Medium impactImpact score: 60/100
Affected components and suppliers
advanced IC packaging substrate
Ibiden
AI封装基板产能扩张资本投资财年预测上调generative AI serversCPUs
Source and time
Source: DigiTimes Asia · 10/30/2026 · View original source
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