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Marumae (6264) · InitiativeAdvanced

Complementing the Semiconductor Consumables and Legacy Businesses through the Acquisition of KMアルミニウム

First written in FY2025-H1. 5 of 6 entries say "Advanced", first in 2026-04-03. Latest entry: 2026-10-09.

6entries
2years
4from disclosures
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ProgressHeldSoftenedWorseFirst statedFY2025-H1Advanced2026-04-03 – 2026-10-092025: 120252026: 52026
Same theme, other companies
Complementing the Semiconductor Consumables Business Through the Acquisition of KMアルミニウムA theme 1 companies write about · 0 as a headwind · 1 as a tailwind

No other company in this theme has enough history to compare yet.

Full recordFilings, disclosures and news, newest first
  2. FY2026-H1AdvancedAnnual report

    「In addition to legacy logic, where aluminum targets are used, they are also used in high-consumption areas for memory products, and demand is growing in line with the recent active production of HBM DRAM.」

    KMアルミニウムの機能材料事業について、レガシーロジック及びメモリ、特にHBM DRAM生産の活況を背景にアルミターゲット需要が伸びたとの事業進展が記載された。
  4. FY2025-H1First statedAnnual report

    「当社の半導体分野の戦略である消耗品の拡充とレガシー分野の補完の双方を両立できることとなります。」

    KMアルミニウム株式会社を100％取得し、半導体スパッタリングターゲット用超高純度アルミニウム、特殊硬質アルマイト、低圧鋳造鋳物等を通じて、半導体消耗品の拡充とレガシー半導体分野の補完を図る新たな事業施策が示された。株式取得日は2025年4月8日、取得価額は9,000百万円である。
Moved together

"Firm Demand for Semiconductor Manufacturing Equipment" moved the same way as this thread, in the same document, in 5 of its 6 moves.

554333★123456
  1. ★This thread
  2. 1Firm Demand for Semiconductor Manufacturing Equipment5×
  3. 2Increase in Loss-Making Orders and Risk of Order Losses5×
  4. 3Reliance on Interest-Bearing Debt and Rising Borrowing Rates4×
  5. 4Inventory adjustment in the semiconductor industry3×
  6. 5Increased FPD Capital Investment in China and South Korea3×
  7. 6Expansion of production facilities3×

★ 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
Marumae's next results are scheduled for 2026-10-09. Read the earnings preview It last moved in the Revisions to earnings forecasts of 2026-10-09: "Advanced".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Complementing the Semiconductor Consumables and Legacy Businesses through the Acquisition of KMアルミニウム | Marumae Co.,Ltd. (6264) | Komori