Ibiden vs Shennan Circuits
Shennan Circuits is larger by market cap ($39.0B vs $36.0B). Shennan Circuits reports higher tracked revenue ($3.5B vs $1.7B). Both are primarily Substrates companies.
Shared segment: Materials.
Side-by-side
| Ibiden | Shennan Circuits | |
|---|---|---|
| Market cap | $36.0B | $39.0B |
| Revenue | $1.7B (FY2026) | $3.5B (FY2025) |
| Primary segment | Substrates | Substrates |
| Market position | leader | major |
| Country | Japan | China |
| Tracked suppliers | 1 | 0 |
| Tracked customers | 9 | 7 |
| Chokepoint / criticality | 81/100 | 68/100 |
Market caps/revenue from the wafergraph dataset · data as of 2026-08-12. Criticality is a graph-derived chokepoint score (0–100). Coverage is partial; "Unpriced" means no reliable market cap.
How Ibiden and Shennan Circuits compare
- Size: Shennan Circuits is the larger company by market cap.
- Revenue: Shennan Circuits reports higher tracked revenue.
- Supply-chain criticality: Ibiden has the higher chokepoint score (81/100 vs 68/100).
- Footprint: Ibiden (Japan) vs Shennan Circuits (China).