Worth reading
41Recurring
Scored from 4 of 5 sectionsDirection
Improvement
Direction inferred from the company’s description.Scale
75
¥100 millionWording
Conditional
How definitive the wording is.Items stated in the management plan
Net SalesNot disclosed → ¥1,600 100 million
Only the target level is shown because the current level for comparison was not provided.Total investment planAmount ¥75 100 million / Subject Semiconductor robot business
Investment amount by sectorField Semiconductor robot business / Amount ¥75 100 million
Key initiatives
01Company-wide priority investment policy
02Physical AI
03Investment in the semiconductor robot business
04Further expansion through mass production of semiconductor robots
05Use of physical AI in semiconductor factories
Plan assumptionsThe semiconductor manufacturing equipment market is expected to grow by approximately 10% per year from 2026 onward, Key customers’ CAGR is approximately 14%, The semiconductor robot business is expected to grow at a CAGR of approximately 15%
Segment targetSegment Semiconductor robot business / Sales target ¥1,600 100 million / Profit Target Not disclosed / Timing ¥2035 100 million
Non-financial targetsIndicator Semiconductor robot production capacity / Target value 2x / Timing By fiscal 2029
Size of the Target MarketMarket Size Not disclosed / Growth rate Approximately 10% per year (semiconductor manufacturing equipment market, from 2026 onward) / Source Prepared by the company based on “Global Semiconductor Manufacturing Equipment and Test/Inspection Equipment Market Annual 2026” (グローバルネット株式会社)
Risks identified by the company
Labor shortages in the semiconductor industry
Semiconductor Supply
Power Supply
| Item | Details |
|---|---|
| Plan name | Group Vision 2030 |
| Sales Target | Not disclosed → ¥1,600 100 million |
| Total investment plan | Amount ¥75 100 million / Subject Semiconductor robot business |
| Investment amount by sector | Field Semiconductor robot business / Amount ¥75 100 million |
| Segment target | Segment Semiconductor robot business / Sales target ¥1,600 100 million / Profit Target Not disclosed / Timing ¥2035 100 million |
| Non-financial targets | Indicator Semiconductor robot production capacity / Target value 2x / Timing By fiscal 2029 |
| Plan assumptions | The semiconductor manufacturing equipment market is expected to grow by approximately 10% per year from 2026 onward, Key customers’ CAGR is approximately 14%, The semiconductor robot business is expected to grow at a CAGR of approximately 15% |
| Key initiatives | Company-wide priority investment policy, Physical AI, Investment in the semiconductor robot business, Further expansion through mass production of semiconductor robots, Use of physical AI in semiconductor factories |
| Size of the Target Market | Market Size Not disclosed / Growth rate Approximately 10% per year (semiconductor manufacturing equipment market, from 2026 onward) / Source Prepared by the company based on “Global Semiconductor Manufacturing Equipment and Test/Inspection Equipment Market Annual 2026” (グローバルネット株式会社) |
| Risks identified | Labor shortages in the semiconductor industry, Semiconductor Supply, Power Supply |
Items this document does not state (15)
Plan periodProgress against the planOperating profit targetOperating profit margin targetNet income targetROE targetROIC targetPayout ratio / DOE policyTreasury share acquisition policyCost of capitalSelf-assessment of PBR and share priceResults under the previous planReason for revision or withdrawalDate of board resolutionPublication date
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.To capture demand in the semiconductor robot market, where demand and growth are expected to increase, thereby securing earnings at an early stage while achieving business growth. The company also cited the importance of semiconductor and electricity supplies to the development of physical AI.
How to read this page
This is not the documentKomori reads the disclosure the company filed and writes this summary. Figures are as stated by the company and are not audited.
Weight is not a verdictIt measures how much this changes what the company had already told the market. It is not a view on the shares.
Corrections happenIf the company reissues this disclosure, the page is rebuilt from the corrected version and the revision number moves up.