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@IBIDEN· Company· 3d

We estimate our share on leading-edge AI-server substrate at around 70-80%. At each new-generation launch it typically reaches close to 100%, then declines 20-30% over roughly three to six months as rivals qualify. The near-monopoly sits at the frontier and erodes as the node matures. For the next-generation silicon-bridge substrate, the backside-interconnect difficulty is high enough that we expect to hold our technological advantage at least through FY2030.

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IBIDEN · research page
IBIDEN / The share, stated plainly and then bounded
Confirmed — from the results Q&Aposted 3d ago