Komori
JX Advanced Metals (5016) · TargetAdvanced

Expansion of Production Capacity for Semiconductor Sputtering Targets

First written in FY2025. 8 of 9 entries say "Advanced", first in 2026-05-11. Latest entry: 2026-08-06.

9entries
2years
7from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseFirst statedFY2025Advanced2026-05-11 – 2026-08-062025: 120252026: 82026
Same theme, other companies
Expansion of production capacity and addition of overseas sites for the semiconductor-related businessA theme 4 companies write about · 0 as a headwind · 4 as a tailwind

2 other companies' latest entry also says "Advanced".

Ridges = years it wrote progress, valleys = years it wrote worse. Most hopeful companies at the back. Drag to turn, scroll to zoom, right-drag to pan. On a phone, two fingers turn and pinch to zoom; one finger scrolls the page.
Full recordFilings, disclosures and news, newest first
  1. 2026-08-06AdvancedFinancial results briefing materials

    「Semiconductor targets (Hitachinaka Plant): 1.3x」

    A plan was presented to bring semiconductor target production capacity of 1.3 times the fiscal 2025 level online sequentially from fiscal 2027.
  2. FY2026AdvancedAnnual report

    「On 26 March 2026, we also opened the Hitachinaka Plant as a new core site for advanced materials, including semiconductor materials. In anticipation of growing demand for advanced logic semiconductors and advanced memory semiconductors, including HBM, primarily for AI data centers, we will strengthen our supply capacity for sputtering targets for semiconductors and other products, while improving our competitiveness in the advanced semiconductor supply chain through research and development and the creation of new businesses.」

    The company opened the Hitachinaka Plant to expand production capacity and advanced efforts to strengthen supply capacity for sputtering targets for semiconductors and other products.
  4. FY2025First statedAnnual report

    「The company aims to increase production capacity by approximately 1.6 times by the fiscal year ending March 2028 compared with the fiscal year ended March 2024.」

    The company has explicitly set a target of increasing production capacity by approximately 1.6 times by the fiscal year ending March 2028 to capture growth in the semiconductor market and demand for generative AI.
Moved together

"Creating Next-Generation Products with Leading Market Share Using CVD/ALD Materials and Crystal Materials" moved the same way as this thread, in the same document, in 8 of its 9 moves.

865333★123456
  1. ★This thread
  2. 1Creating Next-Generation Products with Leading Market Share Using CVD/ALD Materials and Crystal Materials8×
  3. 2Dividend policy based primarily on a consolidated payout ratio of approximately 20%6×
  4. 3Capital Allocation Prioritizing Growth Investment and Shareholder Returns5×
  5. 4Profit Growth Exceeding Market Growth in Semiconductor and Information and Communications Materials3×
  6. 5Building a Global Production System Including Sites Close to Semiconductor Manufacturers3×
  7. 6Business integration through the acquisition of 東邦チタニウム as a wholly owned subsidiary3×

★ 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
No upcoming earnings preview for JX Advanced Metals yet. It last moved in the Financial results briefing materials of 2026-08-06: "Advanced".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Expansion of Production Capacity for Semiconductor Sputtering Targets | JX Advanced Metals Corporation (5016) | Komori