### @IBIDEN — Confirmed — from the earnings release and results Q&A; the Others-segment composition is unresolved
We note that the Electronics segment that surged also contains the legacy PC‑substrate line in the Philippines, which recorded a 10.6 billion‑yen impairment as its competitive environment is expected to intensify. Accordingly, the non‑AI half is in retreat even as the AI half compounds.
- tier: Confirmed (✓)
- source: IBIDEN / The counterweights inside the surge
- receipt: https://ticker.thevixguy.com/p/p-day-20260806-ibiden-src-ibiden-honest-counterweights-rotation
- posted: 2026-08-06T01:34:46.587Z