Revised forecast
Fiscal year ending December 2026 · Cumulative third quarterThe bar length represents the relative magnitude of change, based on the item that changed the most in this document.
The previous forecast was "—", and no forecast before the replacement or reason for the revision was provided. Assumptions underlying the forecast include strong demand for 300mm wafers for AI-related advanced logic and DRAM, growth in demand for NAND driven by the expansion of server SSDs, optimization of customer wafer inventories, and a gradual recovery in demand for wafers of 200mm or smaller.
| Item | Details |
|---|---|
| Net Sales | Not disclosed → ¥333,000 million |
| Operating profit | Not disclosed → ¥-6,300 million |
| Ordinary income | Not disclosed → ¥-11,100 million |
| Profit attributable to owners of the parent | Not disclosed → ¥-12,800 million |
| Net income per share | Not disclosed → -36.6 yen |
| Fiscal Period Covered | Fiscal year ending December 2026 |
| Period Covered | Cumulative third quarter |
| Previous-period results | Cumulative consolidated period for the third quarter of the fiscal year ended December 2025: net sales of ¥304,436 million, operating income of ¥5,869 million, ordinary income of ¥2,175 million, quarterly net loss attributable to owners of the parent of ¥995 million, and quarterly net loss per share of ¥2.85 |
| Reason for the revision | The previous forecast was "—", and no forecast before the replacement or reason for the revision was provided. Assumptions underlying the forecast include strong demand for 300mm wafers for AI-related advanced logic and DRAM, growth in demand for NAND driven by the expansion of server SSDs, optimization of customer wafer inventories, and a gradual recovery in demand for wafers of 200mm or smaller. |
| Dividend forecast revision | No change. The year-end dividend per share for the fiscal year ending December 2026 is undecided. |
| 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.As assumptions underlying its third-quarter forecast, the company cited strong demand for 300mm silicon wafers for AI-related advanced logic and DRAM, demand for NAND driven by the expansion of server SSDs, optimization of customer wafer inventories, and a gradual recovery in demand for wafers of 200mm or smaller. It also expressed concern that the situation in the Middle East could affect procurement costs for electricity, materials and other items.