Ibiden Co.,Ltd.

4062.T
Electronic Components
2026/10/29 11:49 Updated
Market Cap: $35.9B (¥5.7T)
Stock Price: $63.30 (¥10,000)
Exchange Rate: 1 USD = ¥157.98

Notice Regarding Capital Expenditure for High-Performance IC Package Substrates (Acquisition of Fixed Assets)

Resolved approximately 1510 hundred million yen in capital expenditure. Production capacity at the Gifu Kawama site and overseas factories will be expanded to meet increased demand for high-performance IC package substrates for AI servers. Sequential start-up planned from fiscal 2029. Impact on the current fiscal year is expected to be minor.

Importance:
Page Updated: October 29, 2026
IR Disclosure Date: October 29, 2026

Key Figures

  • Key Figure 1: approx. 1,510 hundred million yen
  • Key Figure 2: Sequential start-up from fiscal 2029
  • Key Figure 3: Unknown

AI要約

Overview of Capital Investment

A resolution was passed to make capital investments to increase production capacity for high-performance IC package substrates, primarily for AI servers, at the Kawama site (3-200 Kawama-cho, Ogaki City, Gifu Prefecture) and other overseas factories. The investment amount is approx. 1,510 hundred million yen, and sequential start-up is planned from fiscal 2029. The target is capacity expansion for CPUs, where demand is expected to increase.

Future Impact and Outlook

The impact of this investment on consolidated results for the current fiscal year is expected to be minor, and the strengthened long-term supply capacity is expected to support business growth. However, specific contributions to revenue and profit, and the investment payback period, are unknown.

This page uses AI to summarize IR materials from TDnet. Please refer to the original document for investment decisions.

Ibiden Co.,Ltd.

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