Ensuring Profitability and Sustaining Growth in the High-Performance Materials Business

「We newly developed a PFAS-free insulating film material, PBO (polybenzoxazole), and announced that this enabled all materials in the photosensitive insulating film material ZEMATES lineup to be PFAS-free.」

「In February 2026, the company completed a ¥5 billion investment in Rapidus㈱, which aims to mass-produce the world's most advanced logic semiconductors.」

「In the semiconductor materials business, sales of copper wiring CMP slurries and other products, which hold the world's leading market share, increased, mainly for advanced semiconductors used in generative AI, resulting in higher revenue. Customer inquiries for polyimides also increased as the advanced packaging market expanded. In July 2025, the company announced a PFAS-free negative-tone ArF immersion resist as an environmentally conscious material for advanced semiconductors. In September 2025, it began selling a new CMP slurry for copper wiring in front-end processes that had been enhanced for advanced packaging. The product is used in hybrid bonding, a manufacturing technology key to improving the performance of AI semiconductors, and has been adopted by major semiconductor device manufacturers.」

「The company plans to invest a total of ¥170 billion in capital expenditure and R&D as growth investments in the semiconductor materials business over the three years through March 2027. This investment will further strengthen the global supply chain and enable the company to meet growing demand for advanced semiconductor materials.」

「In the semiconductor materials business, revenue increased as the recovery in semiconductor market conditions, led by advanced applications, was supplemented by the contribution from the semiconductor process chemicals business acquired from U.S.-based Entegris in October 2023. In September 2024, the company announced approximately ¥20 billion in capital investment to expand facilities for the development, production and quality evaluation of advanced semiconductor materials at its development and production sites in Shizuoka and Oita. The company will continue to make proactive growth investments to establish stable production of high-quality materials through its one-stop solutions and a robust global supply system.」

「Operating income in the Materials segment decreased by ¥22,569 million from ¥65,466 million in the previous fiscal year to ¥42,897 million, due to higher M&A-related expenses and increased one-time costs associated with the reorganization of the inkjet production system, among other factors.」

「The segment's consolidated revenue was ¥494,776 million, down 3.9% year on year. Operating income was ¥31,380 million, down 45.8%.」

「The segment's consolidated revenue was ¥319,616 million, down 7.9% year on year. Operating income was ¥18,642 million, down 51.5%.」

「The segment's consolidated revenue was ¥154,460 million, down 10.4% year on year. Operating income was ¥9,347 million, down 58.1%.」

「In the electronic materials business, the company will invest approximately ¥2 billion in 富士フイルム九州㈱, its production subsidiary, to install state-of-the-art equipment for producing CMP slurry, a key material in the semiconductor manufacturing process.」

「In September 2022, the company announced plans to build its first domestic CMP slurry production facility in Kumamoto, and in December announced plans to establish a new plant in South Korea for color filter materials for image sensors.」

「In the electronic materials business, sales of CMP slurries, ancillary photolithography materials and other products remained strong, as in the previous fiscal year, resulting in a significant increase in revenue. The company will accelerate growth by ensuring a stable supply of a broad range of products for advanced semiconductors, for which demand is expected to grow with the development of 5G and autonomous driving. In September 2022, the company announced plans to build its first domestic CMP slurry production facility in Kumamoto. Going forward, it will seek further business expansion by meeting high customer requirements for the stable supply and quality of CMP slurries under a four-site global production system.」

「In the electronic materials business, sales of CMP slurries, ancillary photolithography materials and other products remained strong, as in the previous fiscal year, resulting in a significant increase in revenue. The company will accelerate growth by continuing to provide a broad range of products for semiconductor miniaturization and higher integration, including advanced semiconductors used in 5G and autonomous driving.」

「The segment's consolidated revenue was ¥627,118 million, up 10.8% year on year. Operating income was ¥68,386 million, up 33.2%. In the electronic materials business, sales of a broad range of products, including photoresists, CMP slurries, post-CMP cleaners and polyimides, increased against a backdrop of robust semiconductor demand, resulting in a significant increase in revenue.」

「In the electronic materials business, sales of a broad range of products, including photoresists, CMP slurries, post-CMP cleaners and polyimides, remained strong against a backdrop of robust semiconductor demand, resulting in a significant increase in revenue. The company will accelerate growth by continuing to provide a broad range of products for semiconductor miniaturization and higher integration, including advanced semiconductors used in 5G and autonomous driving.」

「The segment's consolidated revenue was ¥306,441 million, up 13.0% year on year. Operating income was ¥39,168 million, up 46.7%. In the electronic materials business, sales of a broad range of products, including photoresists, CMP slurries, post-CMP cleaners and polyimides, remained strong as semiconductor demand increased. By region, revenue increased particularly in the Chinese market.」

「The segment's consolidated revenue was ¥149,801 million, up 17.7% year on year. Operating income was ¥21,296 million, up 62.9%. In the electronic materials business, sales of a broad range of products, including CMP slurries and polyimides, remained strong and revenue increased, driven by higher semiconductor demand, as in the previous fiscal year.」

「In the electronic materials business, sales of CMP slurries, advanced resists, developers and other products remained strong, mainly for data center servers, supported by the expansion of working from home during the COVID-19 pandemic, and for advanced logic applications, including smartphones, where demand was recovering. Revenue increased. In response to growing semiconductor demand, the company will pursue further business growth centered on materials for advanced processes and contribute to creating social value in the 5G and IoT era.」

「In the industrial equipment business, sales of equipment for nondestructive testing and other products declined due to the spread of COVID-19, but sales of the Exclear sensor film for touch panels were strong as demand for working and studying from home increased, resulting in higher overall revenue. In the electronic materials business, sales of materials for data center servers, supported by the expansion of working from home during the COVID-19 pandemic, as well as CMP slurries and advanced resists for advanced logic applications, remained strong, increasing revenue.」

「In the display materials business, overall revenue declined due to panel manufacturers' production adjustments and lower demand for WV film, although sales of products for organic EL displays remained solid.」

「In the electronic materials business, sales of CMP slurries and other products remained solid, although sales of ancillary materials for advanced photolithography were affected by the downturn in the semiconductor market and sales of color resists for image sensors were affected by inventory adjustments at some customers. Revenue was therefore approximately unchanged from the previous year.」

「In the electronic materials business, sales of ancillary materials for advanced photolithography, color resists for image sensors and polyimides for advanced packaging remained solid.」

「In the electronic materials business, sales of advanced photoresists, ancillary photolithography materials, CMP slurries and color mosaics for image sensors remained strong, increasing revenue. To support further business expansion, the company also decided to expand facilities for the development, production and quality assurance of advanced semiconductor materials at FUJIFILM Electronic Materials U.S.A., Inc., its U.S. development, production and sales base. Capital investment is expected to total approximately ¥10 billion over the three years from December 2018.」

「In the fine chemicals business, sales of the main products remained at approximately the previous year's level. On 1 April 2018, the company completed the integration of 和光純薬工業㈱ and 富士フイルムファインケミカルズ㈱ and changed the company name to 富士フイルム和光純薬㈱. By integrating all functions from research and development through sales, the company aims to maximize synergies and expand the business.」

「In each business within the Advanced Materials segment, the company will expand both revenue and profit by maintaining its current competitive advantages, leveraging its proprietary technological capabilities, and launching highly profitable products that meet market needs in a timely manner.」

「In the Electronic Materials business, sales of advanced photoresists, photoresist-related materials, CMP slurries and color mosaics for image sensors continued to remain strong, and revenue increased substantially.」

「In the Electronic Materials business, sales of advanced photoresists, photoresist-related materials, CMP slurries and color mosaics for image sensors continued to remain strong, and revenue increased.」

「In the Electronic Materials business, sales of advanced photoresists, advanced photoresist-related materials such as developers and processing chemicals, CMP slurries and color mosaics for image sensors remained strong, and revenue increased. Going forward, the company will further expand the business by increasing sales of its broad product range, including products from Ultra Pure Solutions, Inc., a US solvent manufacturer and distributor made a consolidated subsidiary in the previous fiscal year, primarily to major customers.」

「In the Electronic Materials business, sales of advanced photoresists, advanced photoresist-related materials such as developers and processing chemicals, CMP slurries and color mosaics for image sensors remained strong, and revenue increased. Going forward, the company will further expand the Electronic Materials business by increasing sales of its broad product range, including products from Ultra Pure Solutions, Inc., a US solvent manufacturer and distributor made a consolidated subsidiary in the previous fiscal year, primarily to major customers.」

「In the Electronic Materials business, sales of advanced products such as photoresist-related materials, including developers and processing chemicals, and CMP slurries remained solid, and revenue increased. The company will further expand the Electronic Materials business by leveraging the broad product lineup, manufacturing facilities and strong customer base of Ultra Pure Solutions, Inc., a US solvent manufacturer and distributor made a consolidated subsidiary in the previous fiscal year.」

「Although sales increased in the flat-panel display materials and electronic materials businesses, revenue was ¥547,013 million, down 7.4% year on year, due in part to the negative impact of the yen's appreciation and other factors. In the Electronic Materials business, sales of advanced products such as photoresist-related materials, including developers and processing chemicals, remained solid and revenue increased. The company will further expand the Electronic Materials business by leveraging the broad product lineup, manufacturing facilities and strong customer base of Ultra Pure Solutions, Inc., a US solvent manufacturer and distributor made a consolidated subsidiary in the previous fiscal year.」

「The company will sustain growth by expanding sales of products in areas where the market is growing, such as touch panels and the environment and energy fields, and by increasing the revenue scale of its strong-performing Electronic Materials business.」