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Ibiden says it has largely completed the technology-establishment phase for Intel…

2026-08-06 · 23:15 UTC ·@jukan05 ·1 min read

Brief

Ibiden reports it has mostly finished technology establishment for Intel EMIB-T and is moving into yield improvement, citing bonding of the silicon bridge and core formation as key technical hurdles. The company plans staged Gama plant startup from end of FY2027 with earnings contribution in FY2028; the author reads this as a de facto 2028 EMIB‑T ramp confirmation.

Why it matters

Ibiden says it has largely completed the technology-establishment phase for Intel EMIB-T and is entering the yield‑improvement phase, claiming this timing puts it ahead of “one or two” competitors.

Key details

  • Ibiden identifies the main technical difficulties as bonding the silicon bridge and core formation for EMIB-T.
  • The Gama plant will be brought online in stages starting at the end of FY2027 and is expected to contribute to earnings from FY2028; if demand arises earlier Ibiden will use existing facilities.
Source evidence

Ibiden (largest substrate supplier for intel EMIB) — earnings call Q&A

Q) What is the development status and technical difficulty of EMIB-T, and when does mass production start?

A) We understand that one or two competitors are also developing the relevant technology. Ibiden has largely completed the technology-establishment phase and is about to enter the yield-improvement phase ahead of full-scale mass production, which we believe puts us ahead of competitors.

The technical difficulty lies in the bonding of the silicon bridge and in the core formation process.

The Gama plant will be brought online in stages starting at the end of FY2027 and will contribute to earnings from FY2028. If demand materializes before then, we plan to accommodate it using existing facilities.

Reads like a de facto confirmation of 2028 EMIB-T ramp.

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