Komori
Rigaku Holdings (268A) · TargetAdvanced

High growth in the semiconductor process control business

First written in FY2024. 9 of 11 entries say "Advanced", first in FY2025-H1. Latest entry: FY2026-H1.

11entries
2years
7from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseFirst statedFY2024AdvancedFY2025-H1AdvancedFY2025 – FY2026-H12025: 220252026: 92026
Same theme, other companies
High growth in semiconductor process control equipmentA theme 2 companies write about · 0 as a headwind · 2 as a tailwind

1 other company's latest entry also says "Advanced".

Ridges = years it wrote progress, valleys = years it wrote worse. Most hopeful companies at the back. Drag to turn, scroll to zoom, right-drag to pan. On a phone, two fingers turn and pinch to zoom; one finger scrolls the page.
Full recordFilings, disclosures and news, newest first
  1. FY2026-H1AdvancedAnnual report

    「The semiconductor process control instruments business recorded revenue of ¥12,791 million, up 18.2% year on year, as it successfully captured growing demand for memory and logic applications and new product projects progressed smoothly.」

    First-half revenue from semiconductor process control instruments increased 18.2% year on year, reflecting demand for memory and logic products and progress on new product projects. This represents concrete progress toward the existing approximately 18% average annual growth target, but does not state that the target through 2026 has been fully achieved.
  2. FY2025AdvancedAnnual report

    「In the semiconductor process control instruments business, demand for analytical and metrology products in the semiconductor market shifted from volume production to development, concentrating revenue and high-margin projects in the fourth quarter. We successfully closed these projects, and full-year revenue increased 19.0% year on year.」

    Full-year revenue from semiconductor process control instruments increased 19.0% year on year, exceeding the existing approximately 18% average annual target for the year. However, the disclosure does not state that the target through 2026 has been fully achieved.
  3. 2026-03-04Cited as achievedGeneral Meetings of Shareholders

    「In the semiconductor process control instruments business, demand for analytical and metrology products in the semiconductor market shifted from volume production to development, concentrating revenue and high-margin projects in the fourth quarter. We successfully closed these projects, and full-year revenue increased 19.0% year on year.」

    The disclosure reported 19.0% year-on-year full-year revenue growth in the semiconductor process control equipment business. It did not explicitly state that an existing growth target had been achieved.
  4. FY2025-H1AdvancedAnnual report

    「Revenue in the semiconductor process control instruments business increased 16.6% year on year, maintaining solid growth. We promoted sales by capturing demand for logic and foundry applications, particularly in Japan and Asia excluding China, where demand for AI semiconductors is expanding. Although volume-production investments were delayed, sales for semiconductor memory applications in Asia also grew as demand for DRAM (HBM) and 3D NAND for data centers increased.」

    First-half revenue in the semiconductor process control instruments business increased 16.6% year on year. The disclosure describes demand capture in AI semiconductors, logic/foundry, DRAM (HBM) and 3D NAND, but does not state that the existing approximately 18% average annual growth target was achieved.
  5. FY2024First statedAnnual report

    「We aim to achieve average annual revenue growth of approximately 18% or higher, exceeding the 8.9% CAGR of the semiconductor X-ray metrology instruments market from 2023 to 2026.」

    The Group has set a target of average annual revenue growth of approximately 18% or more from 2023 to 2026 for semiconductor process control instruments by expanding beyond X-ray metrology into optical and CD metrology and through external partnerships.
Moved together

"Service Strategy by Customer Segment" moved the same way as this thread, in the same document, in 5 of its 11 moves.

544433★123456
  1. ★This thread
  2. 1Service Strategy by Customer Segment5×
  3. 2Strengthening the Business Portfolio Through Focus and M&A4×
  4. 3Advancing the Lab-to-Fab Strategy4×
  5. 4Entry into the advanced packaging inspection market4×
  6. 5Research and Development Investment and Open Innovation3×
  7. 6Strengthening Differentiated X-ray Core Technology Capabilities3×

★ is this thread; numbers match the list above. The number on a line is how many documents both moved the same way in; lines between the other threads count the documents they moved together in too. Threads that move together often sit closer.

When this could move next
No upcoming earnings preview for Rigaku Holdings yet. It last moved in the Financial results briefing materials of 2026-08-07: "Advanced".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
High growth in the semiconductor process control business | Rigaku Holdings Corporation (268A) | Komori