Ibiden, a Japanese firm that supplies AI-use substrates to US companies, has announced something strange: Companies are ...

Ibiden Co., the dominant supplier of chip package substrates used in Nvidia Corp.’s cutting-edge semiconductors, may need to ...

Nvidia's next-gen Blackwell chips, the lifeblood of AI applications, depend entirely on Ibiden's advanced substrates, which ...

Microsoft invests $80B in AI data centers, expands Copilot Plus to mini PCs, Musk vs OpenAI continues, Nvidia's $1B ...

Chip stocks are surging in premarket trading Monday after Taiwan's Foxconn posted record fourth-quarter revenue, driven by ...

Ibiden, a Japanese firm that supplies ... we can expect many more billions to be poured into AI during the year. We believe Nvidia is again going to be the biggest beneficiary of this spending ...

Substrates must be made to withstand the heat of an Nvidia graphics processing unit to form an AI chip package complete with ...

Ibiden Co, the dominant supplier of chip package substrates used in Nvidia Corp’s cutting-edge semiconductors, might need to ...

Ibiden Co, the leading supplier of chip package substrates critical to Nvidia Corp’s advanced semiconductors, is evaluating ...

All of Nvidia’s AI semiconductors now use Ibiden’s substrates, although Taiwanese rivals such as Unimicron Technology Corp are eyeing the field. But it won’t be easy to break Ibiden’s ...