Japanese "ibiden" is considering expanding quickly to meet the request of artificial intelligence

Ibiden, the most important supplier of the bottom layer of the slides used in the latest semiconductor “invitation”, should increase the velocity of the production to keep up with demand, according to CEO of the company, Koji Kawashima. ‘Ibiden’ sales – set 112 years ago – see a lower layer used in artificial intelligence, a major recovery, amid the purchase of customers in full production, and demand is likely to continue until the end of the next decade, according to Kawashima. He added that the company is building a new factory for the production of the lower layer in Guevo County in Central -Japan, and it is expected to operate 25% of its production capacity when it starts at the end of the first quarter, before it is increased to 50% by March 2026. However, this is not sufficient. The company holds talks on the upcoming date to increase its production capacity for the remaining 50%. “Our clients are concerned. We receive inquiries about our next investment and the upcoming production capacity,” Kawashima said in an interview. Customers of major chip enterprises rose 5.5% in Tokyo on Monday. In addition to “Invidia”, the list of “infiden” customers “Intel” businesses, “Advanced Micro Device”, “Samsung Electronics” and “Taiwan Simonkinder Manovakoring”, according to the data collected by “Bloomberg”. Most customers consult with the Japanese business at an early stage of product development, as the bottom layer that helps transfer signals from semiconductors to the electric circuit plate should be manufactured for each slide. The bottom layer should also be manufactured to resist the heat of the “Invite -produced” Fees Processing Unit to form a complete coverage for artificial intelligence chips with other components, such as memory -cutting. The consequences of the “Intel” crisis, Ibiden “was founded in 1912” ibiden “as a company for electricity, and gained experience in semiconductors thanks to the partnership with” Intel “, which strengthened Kawashima in the early 1990s by stopping their headquarters in Santa Clara daily and implementing them and asking them about their opinions. Certain stage was Intel about 70% to 80% of Ebiden’s turnover from the bottom layer of chips, and this percentage dropped to about 30% during the financial year ending in March, as the US chips maker experienced problems to switch to the profitability, as it was recently dismissed of the CEO Pat Gloner’s dismissal. dropped. But despite Kawachima’s indication of the importance of expanding the extent of the activity with other chips manufacturers, unlike “Intel”, he expressed his confidence that she would recover from her crisis. Kawashima, 61, added that: “(Intel) technology is generally very sophisticated. It also has strengthened our abilities and our position and we have provided many opportunities. Our relationship will always be appreciated, and it will remain one of the most important customers.” The future of the Chips Market in America, and he pointed out that in the absence of a large number of foreign slides manufacturers, the most recent technology for the United States is unwilling to play an important role in achieving Washington’s goal of increasing the local productive capacity of the latest semiconductors, and that “ibiden” itself does not have the cost of the manufacturing facilities. not, but also does not have the workmake. Regardless of US President -Donald Trump planned to set up a large group of products. All semiconductors use the artificial intelligence that Invidia is currently accurately monitoring the lower layers of the cover produced by ‘Ebiden’, but the competitive Taiwanese companies, such as ‘Unimicron Technology’, accurately monitor the field. But the “ibiden” removal from its position as an important source will not be easy, according to the analyst at Toyo Securities, Hediki Yasuda. He added that “the artificial intelligence chips produced by (invitations) needed sophisticated lower layers, and (ibiden) are the only company leading to large quantities with good production income”, and “Taiwan competitors will not be able to reduce the part of (Ebids) in the market.” An upcoming competition with ‘Invidia’ is the semiconductors of artificial intelligence more than 15% of ‘abiden’ sales of about 370 billion Japanese yen ($ 2.3 billion), and this percentage is expected to increase to a greater extent. Invidia has indicated that it will start producing the new Blackwell chips with full production capacity after facing some technical challenges in the beginning. Kawashima concluded that invitations in the long run an increasing competition of the special uses of discs produced by Marvell technology and ‘broadcast’, as well as the manufacture of chips in Google, are attached to ‘Alphabet’ and ‘Microsoft’. In theory, it is assumed that “ibiden” is capable of meeting all their needs, as the design of design and artificial intelligence sheets will remain similar to those who probably use “Invidia”.