Worth reading
14Immaterial
Scored from 4 of 5 sectionsDirection
Improvement
Direction inferred from the company’s description.Scale
5
Trillion yen (over US$31 billion)Wording
Avoiding a definitive answer
How definitive the wording is.Items stated in the management plan
FormulatedTotal investment planApproximately ¥5 trillion (over US$31 billion)
Key initiatives
01Continuous construction of production facilities at the Yokkaichi and Kitakami plants
02Related infrastructure
03Strengthening technology
04Achieving medium- to long-term bit growth and ensuring a stable supply
Plan assumptionsSubject to government support, In light of market trends
| Item | Details |
|---|---|
| Plan name | Investment Plan with SanDisk Corporation |
| Plan period | Start year: Not disclosed; final year: 2032 (as stated in the document: by 2032) |
| Progress against the plan | Formulated |
| Total investment plan | Approximately ¥5 trillion (over US$31 billion) |
| Plan assumptions | Subject to government support, In light of market trends |
| Key initiatives | Continuous construction of production facilities at the Yokkaichi and Kitakami plants, Related infrastructure, Strengthening technology, Achieving medium- to long-term bit growth and ensuring a stable supply |
| Publication date | 27 August 2026 |
Items this document does not state (18)
Sales TargetOperating profit targetOperating profit margin targetNet income targetROE targetROIC targetPayout ratio / DOE policyTreasury share acquisition policyCost of capitalSelf-assessment of PBR and share priceInvestment amount by sectorSegment targetNon-financial targetsResults under the previous planReason for revision or withdrawalSize of the Target MarketRisks identifiedDate of board resolution
These are items the company does not state in this document. We do not leave them blank, nor fill them in from other sources or by inference.
The reasons the company gives
The company's own explanation, not something inferred from the numbers.To respond to strong demand for innovative flash memory technologies resulting from the growing adoption of AI across society, and to achieve medium- to long-term bit growth and a stable supply in light of market trends. The plan is subject to government support.
How to read this page
This is not the documentKomori reads the disclosure the company filed and writes this summary. Figures are as stated by the company and are not audited.
Weight is not a verdictIt measures how much this changes what the company had already told the market. It is not a view on the shares.
Corrections happenIf the company reissues this disclosure, the page is rebuilt from the corrected version and the revision number moves up.