Komori
Tomen Devices (2737) · InitiativeFirst statedLatest Earnings presentation materials (2026-10-28): "Advanced"

Combining the memory business with AI solutions and expanding globally

First written in FY2026. 5 of 7 entries say "Advanced", first in 2026-06-05. Latest entry: 2026-10-28.

7entries
1years
6from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst stated2026-04-24Advanced2026-07-08 – 2026-10-282026: 72026
Same theme, other companies
Integrating AI Solutions with the Memory Business and Expanding GloballyA theme 1 companies write about · 0 as a headwind · 1 as a tailwind

No other company in this theme has enough history to compare yet.

Full recordFilings, disclosures and news, newest first
  2. FY2026First statedAnnual report

    「Through Medium-Term Management Plan 2028, a three-year plan to strengthen the structure supporting reliable customer supply, grow the AI business and connect it to global expansion, we will seek to combine AI solutions with our core memory business and expand globally toward TMD-V2030.」

    For the first time, explicitly presents combining AI solutions with the core memory business and linking this to global expansion through the three-year Medium-Term Management Plan 2028.
Moved together

"Expanding total solutions for domestic growth markets" moved the same way as this thread, in the same document, in 2 of its 5 moves.

222★123
  1. ★This thread
  2. 1Expanding total solutions for domestic growth markets2×
  3. 2Dividend policy linked to consolidated earnings, targeting a payout ratio of 20–30%2×
  4. 3Medium-Term Management Plan 2028 toward TMD-V20302×

★ 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
Tomen Devices's next results are scheduled for 2026-10-28. Read the earnings preview It last moved in the Earnings presentation materials of 2026-10-28: "Advanced".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.