Ibiden Q1: BEAT AND RAISE 🔥
Sales ¥123B (+26% YoY), OP ¥26.9B (+52%)ABF substrates doing all the work - Electronics sales +38%, segment margin 27.6%.How to identify short supply: advances received jumped ¥74B in ONE quarter to ¥155B. Customers are prepaying billions to lock AI substrate capacity.FY guide raised to ¥127B OP - more than DOUBLE last year. H2 ramp incoming.Source: Chips & Wafers
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