Added to YB: 2026-08-31
Pitch date: 2026-08-28
4062.T [neutral]
Ibiden Co.,Ltd.
Author Info
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Company Info
Ibiden Co.,Ltd. provides electronics in Japan, the rest of Asia, North America, Europe, and internationally.
Market Cap
JPY 5.6T
Pitch Price
N/A
Price Target
N/A
Dividend
0.17%
EV/EBITDA
38.88
P/E
86.22
EV/Sales
12.29
Sector
Electronic Equipment, Instruments and Components
Category
growth
IBIDEN and the Bottleneck Beneath AI
4062.T (monitor): IBIDEN’s advanced chip-substrate business faces demand exceeding substrate supply capacity: Cell 8 production stabilized, customers requested larger, more complex products, and average substrate prices rose more than expected amid the shortage, while June-quarter sales rose 26.4% and operating profit 52.4%. The key question is whether its approved ¥500 billion fiscal 2026-28 expansion can achieve commercial yields before demand slows or competing capacity qualifies; EMIB-T remains in yield improvement and staffing has constrained investment decisions.
Read full article (10 min)