Substrates companies

27 companies in the Substrates part of the semiconductor & AI value chain.

Market share

Substrates market share 2024

Companies

  • Ajinomoto — Supplies effectively all ABF build-up film, the insulator in advanced CPU/GPU substrates. monopoly · TSE:2802 · $10.0B rev · Japan
  • Corning Incorporated — Optical fiber, cable, and glass materials maker; top global producer of optical fiber for AI data center interconnect and a first-mover in glass-core substrates for advanced chip packaging. leader · NYSE:GLW · $15.6B rev · United States
  • Unimicron — Largest Taiwanese ABF substrate maker serving major fabless customers. leader · TWSE:3037 · $4.1B rev · Taiwan
  • Ibiden — Leading IC package substrate maker; key supplier for Intel and AI packages. leader · TSE:4062 · $1.7B rev · Japan
  • Soitec — Dominant supplier of engineered SOI substrates for RF and FD-SOI chips. leader · Euronext Paris:SOI · $675M rev · France
  • Shengyi Technology — Copper-clad laminates and substrate materials for PCBs. major · SSE:600183 · $4.2B rev · China
  • Shennan Circuits — Chinese PCB and IC substrate maker. major · SZSE:002916 · $3.5B rev · China
  • Kyocera — Ceramic packages, substrates, and electronic components. major · TSE:6971 · $13.0B rev · Japan
  • Nan Ya PCB — Formosa-group package substrate and PCB maker. major · TWSE:8046 · $1.2B rev · Taiwan
  • Furukawa Electric — Optical fiber, components, and electronic materials maker. major · TSE:5801 · $7.6B rev · Japan
  • Zhen Ding Technology — World's largest PCB maker; flexible and IC substrate supplier to Apple. major · TWSE:4958 · $5.7B rev · Taiwan
  • Kinsus Interconnect — Pegatron-affiliated IC substrate manufacturer. major · TWSE:3189 · $1.2B rev · Taiwan
  • TTM Technologies — North America's largest PCB maker; RF and substrate components. major · NASDAQ:TTMI · $2.9B rev · United States
  • LG Innotek — LG affiliate making IC substrates, camera modules, and components. major · KRX:011070 · $15.4B rev · South Korea
  • AT&S — Austrian high-end IC substrate and PCB maker expanding advanced packaging. major · Vienna:ATS · $2.1B rev · Austria
  • Kingboard Holdings — Major maker of copper-clad laminates and PCB materials. major · HKEX:0148 · $5.8B rev · Hong Kong
  • Mitsubishi Gas Chemical — Cleaning chemicals and BT substrate resin maker. major · TSE:4182 · $2.6B rev · Japan
  • Nippon Electric Glass — Japanese glass maker; supplies through-glass-via (TGV) glass core substrates for advanced chip packaging and image sensor cover glass. major · TSE:5214 · $2.0B rev · Japan
  • Simmtech — Korean maker of semiconductor substrates and memory-module PCBs. major · KOSDAQ:036710 · $468M rev · South Korea
  • Samsung Electro-Mechanics — Samsung affiliate making IC substrates, MLCCs, and camera modules. major · KRX:009150 · $8.0B rev · South Korea
  • SCHOTT AG — German specialty glass maker owned by the Carl Zeiss Foundation; supplies fused quartz for etch/epitaxy/diffusion equipment, photomask blank glass, and photostructurable FOTURAN glass wafers. major · Germany
  • Shinko Electric Industries — Package substrate and leadframe maker; taken private by JIC and delisted from TSE in June 2025. major · Japan
  • ITEQ — Copper-clad laminate and prepreg maker for high-speed PCBs. niche · TWSE:6213 · $1.0B rev · Taiwan
  • Daeduck Electronics — Korean PCB and IC-substrate manufacturer. niche · KOSPI:353200 · $751M rev · South Korea
  • Haesung DS — Korean leadframe and package-substrate maker. niche · KRX:195870 · $461M rev · South Korea
  • Absolics Inc. — SKC subsidiary building a first-of-its-kind glass core substrate mass-production fab in Covington, Georgia. niche · United States
  • Doosan Electro-Materials — Korean copper-clad laminate and IC-substrate materials maker. niche · South Korea

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