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Aimechatec (6227) · TargetAdvanced

Transitioning the sales mix from LCDs toward IJP solutions and semiconductor-related operations

First written in FY2023. 3 of 6 entries say "Advanced", first in FY2025. Latest entry: FY2026.

6entries
4years
2from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2023 – FY2024AdvancedFY20252023: 120232024: 120242025: 120252026: 32026
Same theme, other companies
Transition of business focus from LCD equipment to semiconductor-related equipmentA theme 2 companies write about · 0 as a headwind · 2 as a tailwind

0 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. FY2026AdvancedAnnual report

    「Net sales in this segment during the current consolidated fiscal year were ¥31,212 million, up 59.9% year on year, and segment income was ¥8,752 million, up 132.8%.」

    Revenue from the semiconductor-related business expanded to ¥31,212 million, well exceeding revenue of ¥1,854 million from the IJP Solutions business and ¥2,178 million from the LCD business. The shift from an LCD-centered mix to one centered on the semiconductor-related business progressed further.
  2. FY2025AdvancedAnnual report

    「Consolidated revenue for the Group reached ¥21,005 million, driven by substantial revenue growth in the semiconductor-related business led by wafer-handling systems.」

    Revenue from the semiconductor-related business expanded to ¥19,520 million, well exceeding revenue of ¥573 million from the IJP Solutions business and ¥911 million from the LCD business. The sales mix shifted in practice from being LCD-centered to being centered on the semiconductor-related business.
  3. FY2024RestatedAnnual report

    「As the market shifts from liquid-crystal displays to premium displays such as OLEDs, we will seek to secure stable earnings from the LCD business, where significant revenue growth cannot be expected, while investing management resources in the IJP Solutions and semiconductor-related businesses, where further expansion of business opportunities is expected, to achieve sustainable growth.」

    The policy of shifting the sales mix by positioning the LCD business as a source of stable earnings and investing management resources in the IJP Solutions and semiconductor-related businesses continues.
  4. FY2023First statedAnnual report

    「We will work to transform our sales mix, which is centered on the LCD business, where significant revenue growth cannot be expected, into one centered on the IJP Solutions business and semiconductor-related business, thereby achieving sustainable growth.」

    A policy of shifting the sales mix from LCD-centered operations to one centered on the IJP Solutions and semiconductor-related businesses was presented for the first time as a standalone growth strategy, with the aim of achieving sustainable growth.
Moved together

"Development and Launch of New Equipment to Improve Yields and Support Semiconductor Miniaturization" moved the same way as this thread, in the same document, in 2 of its 6 moves.

222222★123456
  1. ★This thread
  2. 1Development and Launch of New Equipment to Improve Yields and Support Semiconductor Miniaturization2×
  3. 2Nanoimprint Lithography Business Through a Joint Venture with OPTORUN2×
  4. 3Securing Order Intake and Order Backlog2×
  5. 4Increasing investment in microdisplays for AR/VR in China2×
  6. 5Declining Sales and Recognition of Operating, Ordinary and Net Losses2×
  7. 6Research and Development through Collaboration between the Process Development Center and External Institutions2×

★ 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 Aimechatec yet. It last moved in the Occurring Fact of 2026-08-07: "Advanced".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Transitioning the sales mix from LCDs toward IJP solutions and semiconductor-related operations | AIMECHATEC,Ltd. (6227) | Komori