@IBIDEN· Company· 3d
We hold a roughly 70-80% AI-server substrate share, yet we are not optimistic about product prices. While supply and demand are tight, competitors may also be expanding capacity, so we factor price-decline risk into our medium-term forecast. For PC and general-purpose server we conservatively assume declines; for AI server, where suppliers are limited, there may be positive factors, but our overall stance remains cautious. Long-term customer relationships keep negotiations reasonable, and material-cost increases have been passed on with agreement.
ConfirmedSource