September 23, 2025 /SemiMedia/ — Japan’s Ibiden said it will expand production of IC substrates for generative AI servers, aiming to meet surging demand from the global artificial intelligence boom. The company is a key supplier of substrates used in Nvidia’s advanced AI chips and holds a leading position in the global AI server substrate market.

Ibiden plans to upgrade equipment during fiscal 2025, expanding output across three factories to five production lines. By 2027, its substrate capacity measured by area will rise 150% from 2024 levels. Demand for AI-related substrates is expected to nearly double in fiscal 2025. The company targets electronic business sales of 380 billion yen ($2.57 billion) in the fiscal year ending March 2028, up 93% from fiscal 2025.

While AI server products are growing strongly, demand for PC and general server substrates remains stagnant. Ibiden said its Philippines plant will remain focused on PC-related production and stressed it has no plans to build IC substrate facilities in the United States, citing difficulties in securing qualified engineers.

Company profile:
Founded in 1912 and headquartered in Gifu, Japan, Ibiden specializes in electronic components and ceramic products. The company is a global leader in semiconductor IC substrates and serves as a key supplier to major international chipmakers.