• Ibiden’s approximately JPY 150 billion additional Gama Plant investment will ramp up in second-half FY2029, contributing to performance from FY2030.
• The investment offers upside to existing targets of JPY 1 trillion in sales and JPY 300 billion in operating profit.
• Electronics operating margin is expected to reach approximately 35%; management expects capacity shortages to persist until around 2030 despite competitors’ expansion.
• Management expects to review the medium-term plan within this fiscal year once investment plans are finalized.
• The Oct. 30, 2026, second-quarter presentation featured CEO Koji Kawashima, Senior Executive Officer Shinji Miyazaki and senior manager Yasuhito Hirose.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Ibiden Co. Ltd. published the original content used to generate this news brief on November 02, 2026, and is solely responsible for the information contained therein.