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What smart money is saying about IbidenJapan flag

4062.T · Technology · Hardware, Equipment & Parts · Market cap $12.00B

1 fund in our archive has pitched Ibiden — most recently TAMIM Global Equities High Conviction in September 2025.

Company profile

Ibiden Co.,Ltd. provides electronic and ceramics products in Japan, Asia, North America, Europe, and internationally. It operates through Electronics, Ceramics, and Construction segments. The company offers IC package substrate for use in data centers, personal computers, automotive electronics, and entertainment; printed circuit board for smart phones, data centers, and automotive electronics applications; diesel particulate filters; and automobile exhaust system parts for use in automobiles, buses, trucks, construction vehicles, and agricultural machines. It also provides SCR Catalyst Substrates for diesel vehicles, power stations, marine engines, diesel locomotive, glasswork, and cement works applications; ceramic honeycomb substrates for heat storage media and casting filter applications; high temperature insulating wool; and graphite specialty products. In addition, the company engages in the manufacturing and selling of the decorative interior laminates; design and construction of facilities; environmental engineering technology business; medical software package development; sale of information and communication terminals; and sale of welfare vehicles. The company was formerly known as Ibigawa Electric Power Co., Ltd. and changed its name to Ibiden Co., Ltd. in November 1982. Ibiden Co., Ltd. was founded in 1912 and is headquartered in Ogaki, Japan.

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1
Reported positions
0
Bought
0
Sold
2
Letters

Position history

Between Q3 2025 and Q2 2026, 1 fund letter reported a position in Ibiden, with no move described.

Fund letters reporting a position in Ibiden, by quarter
QuarterLettersBoughtSoldTheses
Q2 20261000
Q3 20250001

Fund activity · 1 position

  • HoldsClearBridge Investments International Growth EAFE Strategy
    June 2026
    This is benefiting Ibiden, a French manufacturer of advanced packaging equipment for semiconductors and related materials for industrial applications as well as Ireland-based data storage provider Seagate Technology, a key supplier of the hard drives supporting AI data infrastructure, where demand for low-cost, high-capacity storage is structurally rising.
    Read the letterIbiden

Fund coverage · 1 thesis

  • TAMIM Global Equities High Conviction
    September 2025

    Ibiden is a vital supplier in the semiconductor value chain, known for its high-performance printed circuit boards and integrated circuit substrates, driving innovation in computing and diversified industrial applications.

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