Ibiden plans additional JPY 150 billion investment in Gama plant capacity expansion
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- Ibiden plans an additional JPY 150 billion investment in Gama Plant's Cell6, beyond the previously announced JPY 220 billion.
- Cell6 will produce high-performance IC package substrates for AI ASICs, with operations starting progressively in FY2029.
- Ono Plant's Cell8, backed by JPY 280 billion in investment, will begin operations progressively in FY2027, producing substrates for AI GPUs.
- AI GPU and ASIC substrate demand is projected to rise 5.4-fold from CY2026 to CY2030; general-purpose server CPU substrate demand increases 2.5-fold.
- Total substrate demand is expected to significantly exceed industry supply capacity as packages become larger and more multilayered.
Disclaimer:
This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Ibiden Co. Ltd. published the original content used to generate this news brief on October 30, 2026, and is solely responsible for the information contained therein.
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