Komori
Management planning6800YOKOWO CO.,LTD.Electrical Equipment and Precision Instruments

Notice Regarding Investment to Increase Production Capacity in the CTC Segment

The Company has decided to make additional investments in equipment and buildings at its production sites in Japan, Malaysia and Vietnam to expand production capacity in the CTC segment. Approximately ¥7.6 billion will be invested by the fiscal year ending March 2031, with Vietnam to be expanded as the Company’s second core overseas production base.

Worth reading
21Immaterial
0–100. This measures how worthwhile something is to read, not how good or bad the company is.
Direction
Improvement
Direction inferred from the company’s description.
Scale
76
¥100 million (total investment)
Wording
Avoiding a definitive answer
How definitive the wording is.

Items stated in the management plan

Formulated
Plan period From June 2026 through the fiscal year ending March 2031
Date of board resolution 19 June 2026 · Publication date 19 June 2026
Total investment planApproximately 76
Key initiatives
01Japan: Expansion of buildings and installation of new production equipment
02Malaysia: Installation of new production equipment
03Vietnam: Leasing of land, construction of buildings and installation of new production equipment
04Positioning the Vietnam site as the second core overseas production base and expanding its production functions
Plan assumptionsRapid market expansion centered on high-performance semiconductors for generative AI and data centers, Demand for semiconductor testing remains extremely strong, Business continuity planning in light of the risks of rising labor costs and difficulty securing personnel resulting from an excessive concentration of production functions at the Malaysia site
Risks identified by the company
Risk of rising labor costs resulting from an excessive concentration of production functions at the Malaysia site
Difficulty securing personnel
The need to review the timing and content of investments depending on future business conditions, demand trends and progress under the plan
Items stated in the management plan
ItemDetails
Plan periodFrom June 2026 through the fiscal year ending March 2031
Progress against the planFormulated
Total investment planApproximately 76
Plan assumptionsRapid market expansion centered on high-performance semiconductors for generative AI and data centers, Demand for semiconductor testing remains extremely strong, Business continuity planning in light of the risks of rising labor costs and difficulty securing personnel resulting from an excessive concentration of production functions at the Malaysia site
Key initiativesJapan: Expansion of buildings and installation of new production equipment, Malaysia: Installation of new production equipment, Vietnam: Leasing of land, construction of buildings and installation of new production equipment, Positioning the Vietnam site as the second core overseas production base and expanding its production functions
Risks identifiedRisk of rising labor costs resulting from an excessive concentration of production functions at the Malaysia site, Difficulty securing personnel, The need to review the timing and content of investments depending on future business conditions, demand trends and progress under the plan
Date of board resolution19 June 2026
Publication date19 June 2026
Items this document does not state (17)
Plan nameSales TargetOperating profit targetOperating profit margin targetNet income targetROE targetROIC targetPayout ratio / DOE policyTreasury share acquisition policyCost of capitalSelf-assessment of PBR and share priceInvestment amount by sectorSegment targetNon-financial targetsResults under the previous planReason for revision or withdrawalSize of the Target Market

These are items the company does not state in this document. We do not leave them blank, nor fill them in from other sources or by inference.

The reasons the company gives

The company's own explanation, not something inferred from the numbers.

The market is expanding rapidly, centered on high-performance semiconductors for generative AI and data centers, and demand for semiconductor testing remains extremely strong. The investment is also intended to ensure stable supplies in response to growing demand, meet the need for cutting-edge testing, strengthen product competitiveness, and support business continuity planning in light of the risks of rising labor costs and difficulty securing personnel resulting from an excessive concentration of production functions at the Malaysia site.

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Notice Regarding Investment to Increase Production Capacity in the CTC Segment | YOKOWO CO.,LTD. (6800) timely disclosure | Komori