### @IBIDEN — Confirmed — from the interim and full-year results Q&A
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.
- tier: Confirmed (✓)
- source: IBIDEN / Not optimistic on price, despite the share
- receipt: https://ticker.thevixguy.com/p/p-day-20260713-ibiden-src-ibiden-pricing-caution-ingest
- posted: 2026-07-13T01:54:50.929Z