Nvidia 供應商 Ibiden 考慮加快擴張以滿足 AI 需求
Ibiden Co.作爲英偉達（Nvidia）尖端半導體的主要芯片封裝基板供應商，正在考慮加快生產能力的提升，以應對日益增長的市場需求。Ibiden首席執行官川島浩二(Koji Kawashima)表示，公司的 AI 用途基板銷售強勁，客戶正在迅速消耗現有庫存，這種需求預計將持續到明年。目前，Ibiden在日本岐阜縣正在建設一座新的封裝基板工廠，預計將在2025年第四季度以25% 的產能投入使用，並在2026年3月達到50% 的產能。然而，川島浩二指出，這樣的產能可能仍然無法滿足市場需求。他透露，公司正在與客戶洽談
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