
#Ibiden ($4062.T), the primary supplier of #ABF substrates for $NVIDIA(NVDA.US) $Taiwan Semiconductor(TSM.US) #CoWoS packages, raises current year and next year guidance.
"Due to improved product mix resulting from orders for high-value-added products for generative AI significantly exceeding initial expectations, as well as the effects of increased production volume, sales and each profit item exceeded the initial plan"Source: Chips & Wafers
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