Expansion of production capacity for multiple products for AI data centers
First written in FY2026. 2 of 3 entries say "Advanced", first in 2026-08-06. Latest entry: 2026-10-02.
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- 2026-10-02Advancedfinance.yahoo.co.jp
「同製品の継続的な生産能力増強を実施することで、今年6月に発表した生産能力増強を含めて、2029年半ばまでに2025年比で生産能力を1.5倍に高めるという。」
HDD向け磁性材スパッタリングターゲットについて、2029年半ばまでに2025年比で生産能力を1.5倍にする具体的な追加増強計画が報じられた。 - 2026-08-06AdvancedFinancial Results Presentation
「We are proactively promoting production-capacity expansion to meet growing demand, mainly related to AI data centres.」
Capacity expansion plans were made concrete across products related to AI data centres, including semiconductor targets, magnetic-material targets, InP substrates and tantalum powder. - FY2026First statedAnnual report
「Against this backdrop, we view growing data centre demand as a significant growth opportunity. We will systematically make capital investments to expand production capacity and improve productivity for products used in data centres and AI servers, including semiconductor sputtering targets, magnetic-material sputtering targets, InP (indium phosphide) substrates, tantalum powder and titanium-copper, with the aim of establishing a production system capable of reliably capturing market growth.」
For the first time, the company presented a capital investment policy spanning AI server-related products, including InP substrates, tantalum powder and titanium-copper, in addition to sputtering targets, as a standalone issue.