# Ibiden

> Markdown twin of https://roboterminal.app/companies/ibiden · https://roboterminal.app/companies/ibiden.md

## On shared sources

- [Amkor](https://roboterminal.app/companies/amkor) (1)
- [Intel](https://roboterminal.app/companies/intel) (1)
- [NVIDIA](https://roboterminal.app/companies/nvidia) (1)
- [Samsung Electro Mechanics](https://roboterminal.app/companies/samsung) (1)
- [Shinko](https://roboterminal.app/companies/shinko) (1)
- [UBS](https://roboterminal.app/companies/ubs) (1)
- [Unimicron](https://roboterminal.app/companies/unimicron) (1)

## Pulse

- [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2113156402135064665)
  According to Korean media, Samsung Electro Mechanics just signed the biggest substrate contract in its history, and the customer is $NVDA. The multibillion dollar deal covers the substrates that sit u…
- [@pequityresearch on X](https://x.com/pequityresearch/status/2109844323059527998)
  UBS: "EMIB-T execution is also better than feared. As we've been flagging, Ibiden's yield improvement is ahead of plan and have reached the ~50% target for mass production." $INTC
- [@smsehy on X](https://x.com/smsehy/status/2098268261024760022)
  Advanced packaging substrates from Japanese suppliers like Ibiden and Shinko are the true physical bottleneck in accelerated compute. Front-end wafer capacity cannot clear customer delivery schedules …

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Source: Roboterminal · https://roboterminal.app/companies/ibiden.md