Ibiden Shares Jump 12.6% on Intel Forecast

Ibiden Co. shares jumped 12.6% in Tokyo trading Thursday, leading gains on the Nikkei index.
The surge followed Intel’s second‑quarter revenue forecast beating Wall Street expectations, driven by AI server processor demand.
Intel is a key customer, and higher utilization of Ibiden’s Intel‑related capacity is expected.
Mizuho analysts note the near‑term story centers on Intel server CPUs reviving Ibiden’s utilization rates.