AT&S vs Ibiden
Both are primarily Substrates companies. AT&S has a tracked market cap of $9.3B; Ibiden is currently unpriced in the dataset. AT&S reports higher tracked revenue ($2.0B vs $1.7B).
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Side-by-side
| AT&S | Ibiden | |
|---|---|---|
| Market cap | $9.3B | Unpriced |
| Revenue | $2.0B (FY2026) | $1.7B (FY2026) |
| Primary segment | Substrates | Substrates |
| Market position | major | leader |
| Country | Austria | Japan |
| Tracked suppliers | 0 | 1 |
| Tracked customers | 8 | 9 |
| Chokepoint / criticality | 68/100 | 81/100 |
Market caps/revenue from the wafergraph dataset · data as of 2026-10-09. Criticality is a graph-derived chokepoint score (0–100). Coverage is partial; "Unpriced" means no reliable market cap.
How AT&S and Ibiden compare
- Revenue: AT&S reports higher tracked revenue.
- Supply-chain criticality: Ibiden has the higher chokepoint score (81/100 vs 68/100).
- Footprint: AT&S (Austria) vs Ibiden (Japan).
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Cite as: wafergraph, “AT&S vs Ibiden”, https://wafergraph.com/compare/ats-vs-ibiden (data as of 2026-10-09).
Frequently asked questions3
- Is AT&S bigger than Ibiden?
- By tracked revenue, AT&S is larger ($2.0B vs $1.7B).
- What's the difference between AT&S and Ibiden?
- AT&S is a major in Substrates based in Austria; Ibiden is a leader in Substrates based in Japan. Both operate in the Materials segment.
- Who are AT&S's and Ibiden's suppliers?
- wafergraph tracks 0 suppliers for AT&S and 1 for Ibiden; Ibiden's include Ajinomoto.