Ibiden Co., a major supplier of chip package substrates for Nvidia AI semiconductors, is accelerating production to meet increased demand, according to CEO Koji Kawashima.

Its new factory in Gifu prefecture will start production at 25% capacity by late 2025 and reach 50% by March 2026.

The company, which supplies substrates to Intel, AMD, Samsung, and TSMC, plays a crucial role in transferring signals from semiconductors to circuit boards.

Amid competition from Taiwan’s Unimicron and Nvidia rivals like Marvell and Broadcom, Ibiden’s advanced mass-production capabilities strengthen its market position.