Chips & Wafers(@ChipsandWafers):Ibiden Q1: BEAT AND RAISE 🔥 Sales ¥123B (+26% YoY), OP ¥26.9B (+52%) ABF substrates doing all the work - Electronics sales +38%, segment margin 27.6%. How to identify short supply: advances received jumped ¥74B in ONE quarter to ¥155B. Customers are prepaying billions to lock AI substrate capacity. FY guide raised to ¥127B OP - more than DOUBLE last year. H2 ramp incoming.

Chips & Wafers

@ChipsandWafers

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Chips & Wafers@ChipsandWafers

2026.08.04 08:20

Ibiden Q1: BEAT AND RAISE 🔥 Sales ¥123B (+26% YoY), OP ¥26.9B (+52%) ABF substrates doing all the work - Electronics sales +38%, segment margin 27.6%. How to identify short supply: advances received jumped ¥74B in ONE quarter to ¥155B. Customers are prepaying billions to lock AI substrate capacity. FY guide raised to ¥127B OP - more than DOUBLE last year. H2 ramp incoming.