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On the 4th, Ibiden, a Japanese powerhouse in the IC substrate industry, made an announcement stating that its board of directors had given formal approval to an investment plan for its electronics business. The investment scheme entails a total outlay of roughly 500 billion yen (equivalent to approximately 22.2 billion RMB). This investment will be rolled out over the fiscal years from 2026 to 2028. The core objective of this plan is to ramp up the production capacity of high - performance IC substrates. The products resulting from this expansion are earmarked for application in the realms of AI servers and high - performance servers. Ibiden enjoys a preeminent position in the global AI chip substrate market, with prominent clients such as NVIDIA, Intel, and AMD.
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