Yokowo's board decided on 10 November 2026 to add about ¥7.0bn to the semiconductor-inspection capacity programme it announced on 19 June. The additional investment lifts the combined plan to about ¥15.1bn, spread in stages through the year to March 2031.
Why the June plan was not enough
The company's CTC segment makes probe cards for front-end inspection and sockets for back-end inspection, built on fine precision machining and high-frequency technology. Yokowo said that as semiconductors for generative AI, data centres and high-performance computing grow more advanced, chip testing involves more inspection steps, more complex targets and rising demand for higher-value products.
After the June plan, Yokowo said, demand from existing customers grew and inquiries rose from new customers and for new inspection processes. It concluded it needed supply beyond what that plan provides. The money again targets contact probes and test sockets, the segment's core components.
What is being built
The Vietnam site takes the largest structural change. The June plan made it a second overseas production hub, a business-continuity move meant to ease the risk of concentrating too much production in Malaysia. The new round brings forward construction of the first new building and adds a second. Yokowo expects to finish the first in October 2027 and the second in February 2028, subject to demand, permits and the construction schedule.
| Site | June plan (19 June 2026) | Addition (10 November 2026) |
|---|---|---|
| Japan | Added buildings, new production equipment | Equipment for automation and production and technology base |
| Malaysia | New production equipment | New production equipment |
| Vietnam | Land lease, first new building, new production equipment | Second new building, staged introduction of production equipment |
| Total | About ¥8.1bn (about ¥7.6bn when disclosed), to March 2031 | About ¥7.0bn, staged to March 2031; combined about ¥15.1bn |
In Japan, the addition covers equipment for automation and for strengthening the production and technology base. In Malaysia, it covers new production equipment, as in the June plan. Yokowo says it is allocating roles and production across sites. The notice does not split the ¥7.0bn by site.
Conditions on the spending
The figure is Yokowo's current estimate. Production equipment will be ordered and installed in stages, after the company reviews demand, productivity, yield and customer and product mix at regular intervals. Funding will come from own funds and borrowings.
The notice also revises the earlier programme's size: the June plan stood at about ¥8.1bn, against about ¥7.6bn when it was first disclosed.
Earnings effect
Yokowo expects the effect on consolidated results for the current year, to March 2027, to be minor. It expects CTC segment sales to expand from the year to March 2028, but says the specific outlook is still under review and that it will disclose more if warranted. The notice gives no revenue or profit target for the added capacity.