What does Ibiden make?

Ibiden makes FC-BGA substrates.

Who are Ibiden's key suppliers?

Ibiden's tracked suppliers include Ajinomoto.

Who are Ibiden's customers?

Ibiden's tracked customers include Intel, NVIDIA, AMD, TSMC, Samsung Electronics, SK hynix, Micron Technology, SMIC, GlobalFoundries.

What part of the semiconductor supply chain is Ibiden in?

Ibiden operates in the Substrates segment, where it is a market leader.

Ibiden

Ibiden is a leader in the Materials segment of the semiconductor & AI supply chain, headquartered in OGAKI, JP. Its key suppliers include Ajinomoto. Its key customers include Intel, NVIDIA, AMD.

Leading IC package substrate maker; key supplier for Intel and AI packages.

Ticker: TSE: 4062
Headquarters: OGAKI, JP
Founded: 1912
Revenue: $1.7B (FY2026) · -25.7% YoY
Net income: $399M
Operating margin: 21.1%
Market position: leader
Value-chain segment: Substrates
Key products: FC-BGA substrates

About Ibiden

Ibiden, headquartered in Japan, operates in the Substrates segment of the semiconductor & AI supply chain and is positioned as a market leader there. Its key products include FC-BGA substrates. wafergraph maps 1 tracked supplier and 9 tracked customers for Ibiden across the value chain. It has a supply-chain criticality score of 81/100, with 236 companies downstream of it.

Ibiden Co., Ltd. is a Japanese electronics company headquartered in Ogaki, Gifu prefecture that manufactures electronics-related products, such as printed circuit boards and IC packaging. The company also makes ceramics products, including particulate filters for diesel engines, for which it has a 50% market share in Europe.

Role in the chain

Ibiden is a market leader in Materials (Substrates), headquartered in Japan. Leading IC package substrate maker; key supplier for Intel and AI packages.

Diligence questions

The dataset records 1 tracked supplier for Ibiden. Which of those edges are researched (named in a filing or primary source) versus segment-inferred, and what happens if one of them stops shipping?
1 of Ibiden's tracked suppliers are a monopoly or leader (including Ajinomoto). Which of those are actually single-source for the process step you care about?
The dataset names 9 tracked customers for Ibiden. How concentrated is demand among those names, and which of them have a documented second source in this graph?
Ibiden is positioned as a leader in Materials. How replaceable is this vendor on the process step you are buying?
Ibiden is headquartered in Japan. What jurisdiction, export-control or logistics risk sits at that HQ, versus at the fabs or plants the filings actually name?
Ibiden trades as TSE:4062. What does the latest reported period say about capacity and backlog versus the graph position above?

Full diligence pack for Ibiden