Ibiden's Price Target Soars on AI Boom
Update: 2025-11-13
Description
Bernstein raises Ibidens price target to sixteen thousand five hundred yen, predicting a significant expansion in electronics profit margin from twenty percent to nearly thirty percent, driven by AI boom and Intel collaboration. Nvidia remains key growth driver, with new customers in networking and specialized AI chips, and AMDs AI products expected to boost revenue in the next two years. Positive outlook for Ibiden as it capitalizes on the growing AI market.
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