Nvidia Supplier Ibiden CEO on AI Demand

The transcript discusses the current capacity challenges and plans to start a new factory next year to meet increasing demand. It highlights the strategies being prepared to support demand in the interim and emphasizes the long-standing partnership with Intel, committing to support their recovery.

What is the company's plan to address the expected increase in demand next year?

• Start a new factory in the second half of the year

• Reduce production in existing plants

• Outsource production to another company

• Open a new factory in the first half of the year

When is the new factory expected to start contributing to production?

• Second half of next year

• Second quarter of next year

• First quarter of next year

• End of next year

How does the company plan to manage the increased demand before the new factory is operational?

• By delaying customer orders

• By importing products from overseas

• By increasing production at existing plants

• By reducing the workforce

How long has the company been in business with Intel?

• 40 years

• 20 years

• 10 years

• 30 years

What is the company's stance on its relationship with Intel?

• They are looking for new partners

• They consider Intel an important customer

• They are uncertain about the future

• They are planning to end the partnership