Adtec Plasma Technology, a supplier of high-frequency power supplies for semiconductor plasma applications, is attracting attention as a potential candidate for the next upward revision following Cosel's revision. The company is scheduled to announce its full-year results on 9 October, with global equipment manufacturers accounting for most of its customers and its business focused on the design, manufacture and sale of high-frequency plasma power supplies and related products.
Against the backdrop of Cosel's sharp upward revision to its full-year outlook in September, attention is turning to market trends for power-supply components manufactured in-house by equipment makers. A key focus is whether adoption will expand at the equipment design stage.
Adtec Plasma Technology is a specialist company that designs, manufactures and sells high-frequency plasma power supplies and peripheral equipment for semiconductor manufacturing equipment, with an operating base in 福山理株. The company is scheduled to announce its financial results on 9 October and has already announced an upward revision to its full-year forecast and an increase in its year-end dividend in its latest results.
The company's competitive edge is said to lie in the accumulated trust built by its reputation for making "power supplies that do not break," together with the agility and customization capabilities needed to win adoption in equipment manufacturers' designs. At the same time, a sharp deterioration in order conditions, the influence of major customers, and its exposure to foreign-exchange movements and China, as well as production-capacity constraints, could make its performance cycle more pronounced.
The company's major customers include ASM's Singapore subsidiary and Chinese equipment manufacturers. Applied Materials has also been named as a customer in the past. Given the company's strong exposure to equipment manufacturers' order trends, a recovery in orders is expected to be the key to its future earnings.