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Ibiden

4958.TTSE· JPwww.ibiden.co.jp

ABF substrate; Japan share leader.

近 30 天股價

¥3,1900.00%

市值 ¥130.3B

價格警報

最新估值

尚未有估值資料。

在 BOM 上的位置

NVIDIA Vera Rubin · Vera Rubin NVL721 row
  • secondaryABF substrate· 99%
NVIDIA Vera Rubin · Vera Rubin NVL144 CPX1 row
  • secondaryABF substrate· 99%
NVIDIA Vera Rubin · NVL576 Ultra1 row
  • secondaryABF substrate· 99%
AMD Instinct MI400 Series · AMD Instinct MI4501 row
  • secondaryABF substrate· 99%
AMD Instinct MI400 Series · AMD Instinct MI455X (Helios Rack)1 row
  • secondaryABF substrate· 99%

在 research 中被提到

  • MI455X Helios 機架——AMD 第一個正面對打 NVL72 的 rack-scale 系統

    …冷甚至延伸到 DIMM。單 GPU 熱密度超過 1200 W,傳統氣冷已經不可能 cover。 - **封裝**:CoWoS-L 3.5D(TSMC),每顆 MI455X 一個 package;ABF 高層數基板由 Unimicron / Ibiden / AT&S 多源供應。 ## 供應鏈關鍵節點 **HBM4 三家**:Samsung 被 TrendForce 2026-03-19 點名為 MI455X **主要** HBM4 供應商,這是它從 NVIDIA-SK H…

財報 highlight

期別RevenueGross profitOperating incomeEPS毛利率營益率YoYQoQSource
2026Q1¥19.79B¥0——0.0%—+8.90%+11.23%yahoo-finance2
2025Q4¥17.79B¥0——0.0%——-6.09%yahoo-finance2
2025Q3¥18.95B¥0——0.0%——+1.19%yahoo-finance2
2025Q2¥18.73B¥0——0.0%———yahoo-finance2

法說 / IR events

尚未整理法說或 IR event。

競爭對手

尚未有競爭對手資料。

相關公司

在 BOM 上跟該公司同列出現的廠商 — 可能是同層 supplier、補位 source、或客戶端,不一定是競爭關係。

  • 欣興3037.TW
  • AT&SATS.VI

新聞 timeline

  • Ibiden - Wikipedia
    2026-05-17 · en.wikipedia.org

    Ibiden Co., Ltd is a Japanese electronics company headquartered in Ogaki, Gifu prefecture that manufactures electronics-related products, such as printed

  • IBIDEN Electronics Malaysia Reviews (43) - Glassdoor
    2026-05-17 · glassdoor.com

    IBIDEN Electronics Malaysia has an employee rating of 3.4 out of 5 stars, based on 43 company reviews on Glassdoor which indicates that most employees have

  • Ibiden Co.,Ltd. (IBIDF) - Yahoo Finance
    2026-05-17 · finance.yahoo.com

    Ibiden Co.,Ltd., together with its subsidiaries, manufactures and sells electronic and ceramics products in Japan, Asia, North America, and internationally.

  • IBIDEN CO.,LTD. - LinkedIn
    2026-05-17 · linkedin.com

    For over a century, IBIDEN Group has been a cornerstone of our community, starting as a hydroelectric power company dedicated to regional economic growth.

  • IBIDEN Co Ltd Company Profile - IBIDEN Co Ltd Overview - GlobalData
    2026-05-17 · globaldata.com

    # IBIDEN Co Ltd: Overview. IBIDEN Co Ltd (IBIDEN) manufactures and markets electronics and ceramic products. IBIDEN is headquartered in Ogaki City, Gifu, Japan. Gain a 360-degree view of IBIDEN Co Ltd and make more informed decisions for your business. View IBIDEN Co Ltd financials. ## Signals available in IBIDEN Co Ltd report. Gain access to our premium signals and make informed decisions for your business. ## IBIDEN Co Ltd premium industry data and analytics. Install Base provides a holistic and a granular view of the IT product/service deployments from leading vendors. Improve competitive bidding with insights into all publicly disclosed IT services contracts for IBIDEN Co Ltd (including IT outsourcing, business process outsourcing, systems integration & consulting and more). IT Client

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