Revised forecast
Fiscal year ending December 2026 · Cumulative second quarterThe bar length represents the relative magnitude of change, based on the item that changed the most in this document.
For 300mm wafers, demand is expected to grow for leading-edge logic products and DRAM related to AI, as well as NAND for server SSDs. However, customer inventory normalization for non-leading-edge logic products is expected to continue, while demand for 200mm and smaller wafers is expected to remain sluggish. As part of its business structural reforms, the company will advance the upgrading of 300mm manufacturing equipment, reorganize its production operations for 200mm and smaller wafers, and pursue greater efficiency and improved profitability.
| Item | Details |
|---|---|
| Net Sales | Not disclosed → ¥213,400 million |
| Operating profit | Not disclosed → ¥-7,700 million |
| Ordinary income | Not disclosed → ¥-14,400 million |
| Profit attributable to owners of the parent | Not disclosed → ¥-15,400 million |
| Net income per share | Not disclosed → -44.04 yen |
| Fiscal Period Covered | Fiscal year ending December 2026 |
| Period Covered | Cumulative second quarter |
| Previous-period results | Cumulative consolidated second-quarter period of the fiscal year ending December 2025: net sales of ¥205,372 million, operating income of ¥7,457 million, ordinary income of ¥4,720 million, quarterly net income attributable to owners of the parent of ¥3,081 million, and quarterly net income per share of ¥8.81 |
| Reason for the revision | For 300mm wafers, demand is expected to grow for leading-edge logic products and DRAM related to AI, as well as NAND for server SSDs. However, customer inventory normalization for non-leading-edge logic products is expected to continue, while demand for 200mm and smaller wafers is expected to remain sluggish. As part of its business structural reforms, the company will advance the upgrading of 300mm manufacturing equipment, reorganize its production operations for 200mm and smaller wafers, and pursue greater efficiency and improved profitability. |
| Dividend forecast revision | The second-quarter-end dividend is ¥10.00, the year-end dividend is undetermined, and the annual total is undetermined. Revised from the most recently announced dividend forecast. |
| Consolidated / non-consolidated | Consolidated |
Items this document does not state (2)
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.In the semiconductor market, demand related to AI remained firm, while demand for consumer, industrial and automotive applications remained sluggish, and customers continued to normalize wafer inventories for non-leading-edge logic products. Demand for end products also remained stagnant for 200mm and smaller wafers.