IBIDEN Loading... : Bullish and Bearish Analyst Opinions
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22:54
Aug 05
Aug 05
Ibiden substrate supplier for AI ASICs
Ibiden is a key substrate supplier for Broadcom's ASIC chips used in Google TPU. The company reported very strong earnings and upward guidance, and announced a dedicated ASIC semiconductor factory, signaling robust demand for custom AI chips. It is a direct AI infrastructure play beyond NVIDIA.
MED
06:14
Aug 05
Aug 05
Ibiden surged 24% on strong earnings and an upgrade.
Ibiden surged 24% on strong earnings and an upgrade, but the author is reporting news without stating a personal position or forward call.
LOW
15:39
Jun 29
Jun 29
A new HIP-3 ticker for IBIDEN has been purchased for 500 HYPE worth over 36,000 dollars by user.
A new HIP-3 ticker for IBIDEN has been purchased for 500 HYPE worth over 36,000 dollars by user tradexyz.
00:42
May 29
May 29
The author jokingly asks Jensen to bless Ibiden too.
The author jokingly asks Jensen to bless Ibiden too, referencing a rumor about Nvidia investing in a rival supplier, but takes no position.
LOW
03:23
May 19
May 19
The tweet mentions Ibiden as the main focus but lacks a forward-looking directional view.
The tweet mentions Ibiden as the main focus but lacks a forward-looking directional view or explicit trade endorsement.
HIGH
03:21
May 19
May 19
Author endorses Intel CEO's bullish substrate demand commentary.
Author endorses Intel CEO's bullish substrate demand commentary, signaling tight supply chain and strong customer prepayments that bode well for Ibiden's substrate business.
HIGH
About IBIDEN Analyst Coverage
Buzzberg tracks IBIDEN across 4 sources. 1 bullish vs 0 bearish calls from 4 analysts. Sentiment: predominantly bullish (17%). 6 total trade ideas tracked. Past 7 days: 1 bullish, 1 watch. Latest voices: Lee Kwon-hee, TheValueist, HyperliquidNews.