MICRONICS JAPAN CO., LTD. (TSE: 6871), which makes the probe cards used to test memory chips before they leave the factory, told the Kanto Local Finance Bureau that net sales for the six months to June 30, 2026 rose 48.6% year-on-year to ¥49.2bn, while profit attributable to parent shareholders climbed 140.0% to ¥11.5bn, more than doubling from a year earlier. Operating profit more than doubled, up 105.5% to ¥15.6bn, and ordinary profit rose 119.9% to ¥16.3bn.
The filing says demand for advanced logic chips such as GPUs and for high-bandwidth memory (HBM) continued to drive the semiconductor market, fueled by generative AI adoption and cloud data-center investment. Major memory makers prioritized production capacity for HBM and other high-value server chips, which tightened supply of general-purpose DRAM and pushed its prices higher, according to the company's account of the market. That capacity shift fed directly into Micronics Japan's core probe-card business, whose external sales rose 50.8% to ¥48.5bn and segment profit rose 94.1% to ¥18.3bn on higher production capacity and a richer mix of high-value DRAM products.
| Metric | H1 2025 (¥mn) | H1 2026 (¥mn) |
|---|---|---|
| Net sales | 33,120 | 49,206 |
| Operating profit | 7,569 | 15,557 |
| Ordinary profit | 7,394 | 16,260 |
| Net profit attributable to parent | 4,774 | 11,461 |
| Probe Card segment sales | 32,199 | 48,542 |
| Probe Card segment profit | 9,423 | 18,290 |
| TE segment sales | 921 | 664 |
| TE segment profit/loss | -268 | -785 |
Not every part of the business benefited. The company's TE (test equipment) segment, which sells semiconductor test sockets, saw sales fall 27.9% to ¥664mn and its segment loss widen to ¥785mn from ¥268mn a year earlier, nearly tripling, a result the filing attributes to sales falling short of break-even levels and upfront development spending.
The balance sheet moved just as sharply. Total assets rose by ¥39.8bn to ¥138.8bn, driven mainly by a jump in investment securities to ¥36.4bn from ¥10.7bn, most of it a mark-to-market gain on shareholdings rather than new purchases; the equity ratio improved to 65.8% from 63.7% a year earlier. Basic earnings per share for the half rose to ¥295.65 from ¥123.44. The company also booked a one-off ¥1.0bn subsidy receipt as extraordinary income during the period, and research and development spending rose to ¥3.9bn from ¥3.1bn as it pushed ahead with new technology development.
Shareholders received a dividend of ¥95 per share tied to the prior fiscal year's results, up from ¥70 a year earlier, paid out in March 2026. On the governance side, one director retired from the board effective June 30, 2026, leaving the board with nine men and two women, an 18.2% female share. Separately, the company's president and representative director filed a statutory confirmation letter with regulators on August 13, 2026, the same day as the half-year report itself, attesting that the report was prepared accurately under Japan's financial instruments law, with no special matters flagged.
The half-year accounts received an interim review, not a full audit, from an outside accounting firm, which found nothing to suggest the figures were misstated. The gap between the profitable probe-card business and the loss-making test-socket unit shows how narrowly Micronics Japan's fortunes now track the AI memory cycle rather than the broader semiconductor-equipment market.