Profit Growth Exceeding Market Growth in Semiconductor and Information and Communications Materials
First written in FY2025. 7 of 9 entries say "Advanced", first in FY2026-H1. Latest entry: 2026-08-06.
The whole theme swung hardest in 2022: 3 of 7 companies on the "Worse" side.
7 other companies' latest entry also says "Advanced".
- FY2026AdvancedAnnual report
「Profit increased year on year, mainly due to higher sales of major products, including sputtering targets for semiconductors. Under these circumstances, revenue in the Semiconductor Materials segment for the fiscal year was ¥177.2 billion, up 20% year on year. Operating profit was ¥39.5 billion, an increase of ¥12.8 billion year on year.」
In Semiconductor Materials, one of the Focus Businesses, the company reported specific progress, with revenue up 20% and operating profit up ¥12.8 billion. - FY2026-H1AdvancedAnnual report
「AI-related demand has been the main driver of growth in the semiconductor and information and communications materials markets, with particularly strong demand for high-performance AI servers used to train and run generative AI models. As a result, profit increased year on year, mainly due to higher sales of major products, including sputtering targets for semiconductors. In the Information and Communications Materials segment, although factors such as the stronger yen and the absence of the gain on negative goodwill recognized upon the consolidation of タツタ電線株式会社 as a subsidiary in August 2024 reduced profit, profit still increased year on year as sales of rolled copper foil rose amid the recovery in smartphone demand and the adoption of our high-performance copper alloys, including titanium copper, expanded for AI server applications.」
Against a backdrop of demand for AI servers, revenue in Semiconductor Materials increased 12.9% year on year and operating profit rose by ¥3.3 billion, while revenue in Information and Communications Materials increased 41.1% and operating profit rose by ¥700 million. The company provided specific evidence of progress in the growth of the Focus Businesses. - FY2025First statedAnnual report
「We have positioned the Focus Businesses, comprising the Semiconductor Materials and Information and Communications Materials segments, as the core of our growth strategy, and aim to achieve profit growth exceeding market growth through technological differentiation and market creation in the advanced materials field.」
The company has positioned the Focus Businesses at the center of growth, using technological differentiation and market creation as its growth drivers.