Agentic AI Is Pulling CPUs Back Into the Spotlight, and Major Supplier’s Substrate Order Book Proves It

Ibiden raised its Electronics segment forecast for fiscal 2026 as demand for CPU-linked general-purpose server products strengthens.

The company expects production load to keep rising through 2026 and 2028 as AI servers, ASICs, and server CPUs expand.

Weakening PC demand is being offset by early gains in substrate orders tied to agentic AI and broader server spending.

The report points to AI investment expanding beyond GPUs, with CPU and substrate suppliers seeing growing upstream demand.