### @IBIDEN — Confirmed — from the results Q&A
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.
- tier: Confirmed (✓)
- source: IBIDEN / The share, stated plainly and then bounded
- receipt: https://ticker.thevixguy.com/p/p-day-20260713-ibiden-src-ibiden-substrate-share-ingest
- posted: 2026-07-13T03:49:59.462Z