Bond.az – Mizuho has identified a group of Japanese component and materials suppliers positioned to benefit from rising demand for high-core server CPUs driven by artificial intelligence workloads.
The bank highlighted substrate makers, specialty glass producers, and advanced materials companies as key beneficiaries of the AI-driven server upgrade cycle.
Ibiden – The substrate maker stands to benefit from stronger demand for high-core server CPUs across both x86 and ARM architectures. Mizuho sees potential for long-term supply agreements and price hikes.
Nittobo – The T-glass manufacturer is well positioned to capture rising demand tied to high-core server CPU buildout. T-glass is seen as a key part of the bullish materials thesis for 2026-2027.
Ajinomoto – The producer of ABF film used in advanced chip packaging could benefit from surging server CPU demand. Long-term supply deals and price increases are possible.
Mitsui Kinzoku – The maker of microthin copper foil is a beneficiary of accelerating high-core CPU adoption in data centers. Demand from x86 and ARM platforms underpins the outlook.
Resonac – The supplier of copper clad laminate for PCBs rounds out the list of likely winners from the AI-driven server CPU upgrade cycle.
This article was generated with AI support and reviewed by an editor.
