Revised forecast
Fiscal year ending March 2027 · Full yearPrevious forecast published 27 April 2026The bar length represents the relative magnitude of change, based on the item that changed the most in this document. The percentage change shown by the dotted line is calculated from the two reported figures because the company did not provide the rate.
In the semiconductor market during calendar year 2026, AI-related semiconductors are expected to drive growth, bringing the market to a scale exceeding US$1 trillion. The semiconductor tester market is also expected to reach its largest-ever scale, against a backdrop of increased production volumes and further complexity of AI-related semiconductors. In particular, demand for testing AI semiconductors used for inference is expected to significantly exceed the assumptions as of April 2026. The revision also reflects performance progress during the first quarter of the fiscal year.
| Item | Details |
|---|---|
| Net Sales | ¥1,420,000 million → ¥1,714,000 million(+20.7%) |
| Operating profit | ¥627,500 million → ¥846,000 million(+34.8%) |
| Profit attributable to owners of the parent | ¥465,500 million → ¥660,000 million(+41.8%) |
| Net income per share | 641.61 yen and sen → 911.64 yen and sen |
| Fiscal Period Covered | Fiscal year ending March 2027 |
| Period Covered | Full year |
| Publication date of previous forecast | 27 April 2026 |
| Previous-period results | Net Sales 1,128,610 Millions of yen (basic earnings per share: yen and sen) / Operating profit 499,120 Millions of yen (basic earnings per share: yen and sen) / Pretax profit 516,720 Millions of yen (basic earnings per share: yen and sen) / Profit for the period attributable to owners of the parent 375,353 Millions of yen (basic earnings per share: yen and sen) / Basic earnings per share 515.15 Millions of yen (basic earnings per share: yen and sen) / Subject Fiscal year ending March 2026 |
| Reason for the revision | In the semiconductor market during calendar year 2026, AI-related semiconductors are expected to drive growth, bringing the market to a scale exceeding US$1 trillion. The semiconductor tester market is also expected to reach its largest-ever scale, against a backdrop of increased production volumes and further complexity of AI-related semiconductors. In particular, demand for testing AI semiconductors used for inference is expected to significantly exceed the assumptions as of April 2026. The revision also reflects performance progress during the first quarter of the fiscal year. |
| Consolidated / non-consolidated | Consolidated |
Items this document does not state (3)
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 semiconductor tester market is expected to reach its largest-ever scale, driven by growth in AI-related semiconductors, and demand for testing AI semiconductors used for inference is expected to significantly exceed the assumptions as of April 2026. The revision also reflects performance progress during the first quarter of the fiscal year.