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![semivision_tw Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1881240196756504576.png) SemiVision👁️👁️ [@semivision_tw](/creator/twitter/semivision_tw) on x 1065 followers
Created: 2025-07-07 01:07:09 UTC

In NVIDIA’s substrate supply chain, #Ibiden holds a market share of approximately 65–75%, #Unimicron around 15–25%, and #Kinsus about 5–10%. The Japanese leader Ibiden has most of its high-end capacity fully occupied by #NVIDIA. Unimicron has a proven track record of supplying substrates for NVIDIA’s Blackwell series as well as high-end HDI boards for server OAM modules.




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