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Ibiden Co, the dominant supplier of chip package substrates used in Nvidia Corp’s cutting-edge semiconductors, might need to ...
Ibiden, a supplier of Nvidia for chip package substrates, may need to increase production capacity to meet robust demand from ...
Ibiden, a Japanese firm that supplies AI-use substrates to US companies, has announced something strange: Companies are ...
Bernstein analyst David Dai CFA maintained a Hold rating on SUMCO Corporation (3436 – Research Report) on January 3 and set a price target of ...
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 ...
Sales of the 112-year-old company’s AI-use substrates are robust, with customers buying up all that Ibiden can sell, CEO Koji ...
Ibiden also needs to accommodate custom chip makers like Google, Broadcom, and Marvell among others. What this tells us is that AI spending isn’t slowing down anytime soon.
Microsoft invests $80B in AI data centers, expands Copilot Plus to mini PCs, Musk vs OpenAI continues, Nvidia's $1B ...