Haesung DS vs Ibiden
Ibiden is larger by market cap ($36.0B vs $690M). Ibiden reports higher tracked revenue ($1.7B vs $461M). Haesung DS's primary segment is Packaging Materials (Leadframes, Bonding Wire); Ibiden's is Substrates.
Shared segment: Materials.
Side-by-side
| Haesung DS | Ibiden | |
|---|---|---|
| Market cap | $690M | $36.0B |
| Revenue | $461M (FY2025) | $1.7B (FY2026) |
| Primary segment | Packaging Materials (Leadframes, Bonding Wire) | Substrates |
| Market position | niche | leader |
| Country | South Korea | Japan |
| Tracked suppliers | 0 | 1 |
| Tracked customers | 7 | 9 |
| Chokepoint / criticality | 50/100 | 81/100 |
Market caps/revenue from the wafergraph dataset · data as of 2026-08-12. Criticality is a graph-derived chokepoint score (0–100). Coverage is partial; "Unpriced" means no reliable market cap.
How Haesung DS and Ibiden compare
- Size: Ibiden is the larger company by market cap.
- Revenue: Ibiden reports higher tracked revenue.
- Supply-chain criticality: Ibiden has the higher chokepoint score (81/100 vs 50/100).
- Footprint: Haesung DS (South Korea) vs Ibiden (Japan).