World No.2 in FC-BGA substrates
Shinko Electric Industries
World No.2 in FC-BGA package substrates (~18% share). A Fujitsu affiliate strong in CPU substrates for Intel and AMD; transitioning to high-layer AI substrates.
6967.T Updated Jun 21, 2026
Shinko Electric IndustriesWorld No.2 in FC-BGA substrates
Financials & Segments
- Total revenue · World No.2 in FC-BGA substrates
- Segments · World No.2 in FC-BGA substrates
Revenue from
- Intel High confidence· Market share 18 · 2024 · global FC-BGA share
Provides FC-BGA package substrates to Intel.Confirms JA EDINET / company IR Published Jun 25, 2025: "Annual securities report: revenue, customers, business." - AMD Medium confidence
Provides FC-BGA package substrates to AMD.
Pays to
- Resonac Medium confidence
Buys ABF film and substrate materials from Resonac. - 동박·빌드업 소재 (비공개) Low confidence
Materials and R&D (undisclosed).
Value-chain ripple (tiers 2–3)
Following node-to-node links up to 3 tiers; each firm is shown once, at its nearest tier.
| Company | Chain | '21 | '22 | '23 | '24 | '25 | YTD |
|---|---|---|---|---|---|---|---|
| Alphabet (Google) | lead2 | +65.3 | -39.1 | +58.3 | +35.8 | +66.1 | +17.8 |
| Meta Platforms | lead2 | +23.1 | -64.2 | +194.1 | +65.9 | +13.1 | -12.3 |
| Microsoft | lead2 | +52.5 | -28 | +58.2 | +12.9 | +15.6 | -21.2 |
| Intel | lead1 | +6.1 | -46.6 | +94.6 | -59.6 | +84 | +263.1 |
| AMD | lead1 | +56.9 | -55 | +127.6 | -18.1 | +77.3 | +150.9 |
| Shinko Electric Industries | node | · | · | · | · | · | · |
| Resonac | benef1 | -2.6 | -4 | +37.5 | +30.3 | +137.9 | +105.5 |