Nvidia 供应商 Ibiden 考虑加快扩张以满足 AI 需求
Ibiden Co.作为英伟达（Nvidia）尖端半导体的主要芯片封装基板供应商，正在考虑加快生产能力的提升，以应对日益增长的市场需求。Ibiden首席执行官川岛浩二(Koji Kawashima)表示，公司的 AI 用途基板销售强劲，客户正在迅速消耗现有库存，这种需求预计将持续到明年。目前，Ibiden在日本岐阜县正在建设一座新的封装基板工厂，预计将在2025年第四季度以25% 的产能投入使用，并在2026年3月达到50% 的产能。然而，川岛浩二指出，这样的产能可能仍然无法满足市场需求。他透露，公司正在与客户洽谈
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