Latest Tokyo Brief coverage on IBIDEN CO.,LTD., tracking filings, financial news, and market signals from Japan.
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Ibiden's board approved about ¥151bn of planned spending, centred on its Ogaki site in Gifu, to expand IC package substrates for CPUs, with sequential start-up and mass production planned from fiscal 2029.
Ibiden now expects ¥127.0bn in operating profit for the year to March 2027, up from its May forecast of ¥90.0bn, as orders for AI-server chip substrates outrun its own planning; a second 2-for-1 stock split takes effect in October, doubling the share count.
Current holdings disclosed by tracked funds.