Ibiden vs Soitec
Ibiden is larger by market cap ($36.0B vs $5.3B). Ibiden reports higher tracked revenue ($1.7B vs $675M). Both are primarily Substrates companies.
Shared segment: Materials.
Side-by-side
| Ibiden | Soitec | |
|---|---|---|
| Market cap | $36.0B | $5.3B |
| Revenue | $1.7B (FY2026) | $675M (FY2026) |
| Primary segment | Substrates | Substrates |
| Market position | leader | leader |
| Country | Japan | France |
| Tracked suppliers | 1 | 0 |
| Tracked customers | 9 | 5 |
| Chokepoint / criticality | 81/100 | 84/100 |
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 Soitec compare
- Size: Ibiden is the larger company by market cap.
- Revenue: Ibiden reports higher tracked revenue.
- Supply-chain criticality: Soitec has the higher chokepoint score (84/100 vs 81/100).
- Footprint: Ibiden (Japan) vs Soitec (France).