Ibiden

Ogaki, Gifu, Japan · AI Core · Fabrication, memory & packaging / Advanced packaging · ibiden.com

Ibiden manufactures IC package substrates, including ABF-based substrates used in advanced semiconductor packaging for high-performance processors.

Positioning

The leading maker of high-end IC package substrates under GPUs and AI CPUs; demand outpaces supply, and its own constraint is ABF film from a single supplier, which makes it the substrate bottleneck in company form.

Latest signals

  • Ibiden plans a KRW 1.28 trillion investment to expand AI-server CPU substrate capacityThe Elec
  • Nvidia is expanding AI infrastructure manufacturing capacity with six supply-chain partners.Yicai
  • ASE, PTI, Amkor, TSMC, SK hynix, Ibiden, and Unimicron are expanding advanced-packaging capacity.Electronics Weekly
  • Ibiden will invest approximately ¥500 billion over three years to expand high-performance IC package substrate capacity.Automation News Japan
  • Ibiden will make an initial ¥220 billion investment in Japanese and overseas facilities, with production starting from fiscal 2027.Automation News Japan

5 signals name Ibiden. Members see all of them, filtered by topic, source and date.

Facts, with sources

  • ABF film not secured for upsideSetback · Ibiden Q1 release via Envalith, I-Connect007, Nikhs
  • 26.4Revenue · Ibiden Q1 release via Envalith, I-Connect007, Nikhs
  • JPY 500000000000Deployment · Ibiden interim report
  • >500mRevenue band

4 facts on file. Members see all of them with the source link.

Scores, AI Core (of 10)

Deployment10
Production8
Commercials10
Progress10
Technology8
Positioning10
Firepower8
Leverage10

Traction: deployment, production, commercials, progress. Capability: technology, positioning, firepower, leverage.

Peers in Advanced packaging

14Disco · 9642ASE Technology Holding · 9152Besi · 9064Ajinomoto Fine-Techno · 8880Unimicron · 8686Nittobo · 85

The segment's suppliers, constraints and risers, for members.

Questions this page answers

What does Ibiden do?

Ibiden manufactures IC package substrates, including ABF-based substrates used in advanced semiconductor packaging for high-performance processors. The leading maker of high-end IC package substrates under GPUs and AI CPUs; demand outpaces supply, and its own constraint is ABF film from a single supplier, which makes it the substrate bottleneck in company form.

Where does Ibiden rank in ai core?

Ibiden ranks 40 of 100 on the AI Infra 100 (November 2026 edition) with a score of 91 out of 100, in Advanced packaging (Fabrication, memory & packaging). Assessment by Frontier Tech Intelligence.

Who are Ibiden's peers in Advanced packaging?

Disco (rank 14), ASE Technology Holding (rank 42), Besi (rank 52), Ajinomoto Fine-Techno (rank 64), Unimicron (rank 80), Nittobo (rank 86).

Where is Ibiden based and when was it founded?

Ibiden is based in Ogaki, Gifu, Japan.

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