
Ibiden with significant revisions to FY26 substrate sales forecast relative to original October disclosure:
👉AI server substrate: Unchanged ↔️👉Switch substrates: Upwards revision ↗️👉CPU substrates: Upwards revision ↗️👉PCs: Downwards revision ↘️Source: Chips & Wafers
The copyright of this article belongs to the original author/organization.
The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.

