Reliance on Intel has hurt Ibiden’s stock, down around 40% this year. In October, Ibiden revised down its profit outlook after sluggish demand for components used in general purpose servers outweighed AI server-related growth. But while noting it was important to expand business with chipmakers other than Intel, Kawashima said he was confident Intel will bounce back.
"Intel’s overall technology is very sophisticated,” the 61-year-old said. "Intel raised us up and opened so many doors. Our relationship with Intel will always be our treasure, and Intel will forever be an important customer.”
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"Intel’s overall technology is very sophisticated,” the 61-year-old said. "Intel raised us up and opened so many doors. Our relationship with Intel will always be our treasure, and Intel will forever be an important customer.”
Nvidia supplier Ibiden weighs faster expansion for AI demand
Sales of the 112-year-old company’s AI-use substrates are robust, with customers buying up all that Ibiden can sell, CEO Koji Kawashima said in an interview.
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