Skip to content
Tokyo Brief東 京 ブ リ ー フJapan's day, wrapped and delivered by morning.

Japan Electronics Company News

Earnings, deals and disclosures from Japan's listed electronics companies, in English.

  1. JEOL's industrial equipment sales fall 44.7% on mask-writer timing and export curbs

    JEOL's industrial equipment sales fell 44.7% to ¥14.9bn in the six months to September, which the company ties to mask-writer sales timing and tighter export controls. The Sysmex medical sale, a separate segment, is not the cause.

  2. Tamura lifts operating-profit forecast to ¥7.5bn on large transformer and reactor demand

    Tamura expects ¥7.5bn of operating profit this fiscal year, ¥1bn above its August guide, as large transformers and reactors lead growth; interim net profit of ¥4.6bn was lifted by asset-sale gains.

  3. Micronics Japan lifts profit outlook 15%, but part of the third-quarter sales beat was pulled from the fourth

    Micronics Japan lifted its operating profit forecast to ¥36.1bn and its year-end dividend forecast to ¥208, but said some third-quarter sales had been recognised early from the next quarter.

  4. Terumo cuts operating profit forecast 25.6% as Aortic recall brings ¥38bn asset-value risk

    Terumo's Aortic recall costs about ¥3bn of adjusted operating profit, but about ¥38bn of asset-value risk, not yet final, drives a 25.6% cut to its reported operating profit forecast, now ¥119.0bn.

  5. Mimaki adds printer add-on equipment and a software unit as a tariff refund lifts half-year profit

    Mimaki Engineering launched La-meccanica printer add-on equipment and bought a software developer for ¥400mn, while a ¥807mn US tariff refund helped lift first-half operating profit 42.0% to ¥5.67bn.

  6. Panasonic's US battery subsidy and AI demand lift half-year operating profit 120%

    Panasonic deducted ¥125.6bn of US battery subsidy from cost of sales in the half year, while a ¥19.0bn washer-dryer recall held its Smart Life unit to ¥7.3bn of operating profit.

  7. Nippon Chemi-Con books ¥2.04bn loss on Singapore unit's £92.7mn judgment

    Nippon Chemi-Con took a ¥2.04bn special loss, matching its Singapore unit's net assets, after a £92.7mn court order now under appeal, leaving interim net profit at ¥45mn despite 21.6% sales growth.

  8. Nippon Tungsten lifts profit guide on tungsten squeeze, but flags thinner margins ahead

    Nippon Tungsten lifted its operating profit forecast for the year to March 2027 to ¥2.29bn from ¥730mn, citing price revisions and efforts to win new customers amid tungsten supply strain, while warning that higher-cost materials will lower profitability from the third quarter.

  9. Yokowo adds about ¥7.0bn to chip-test capacity plan, lifting total to ¥15.1bn

    Yokowo's board approved about ¥7.0bn of extra investment in probes and test sockets, taking its capacity plan to about ¥15.1bn, with a second Vietnam building due in February 2028 and the first brought forward to October 2027.

  10. ULVAC raises sales outlook to ¥283bn after first-quarter orders jump 93%

    ULVAC raised its sales guide for the year to June 2027 to ¥283bn from ¥255bn after first-quarter orders rose 93.1% to ¥116.6bn, though backlog is not yet recognized revenue.

  11. Olympus guidance now includes a tariff refund, after FDA warning letter on six sites

    Olympus received an FDA warning letter on six sites and an import alert on designated products, and says the import alert will add no further impact to this year's results, while a one-off US tariff refund of about ¥20.3bn lifts its reported profit range.

  12. Bain Capital offers ¥4,180 a share to take Hokuriku Electric Industry private

    Hokuriku Electric Industry's board recommends a ¥4,180-a-share Bain Capital take-private, a 71.88% premium to the prior close, with a two-thirds minimum, 19.06% of shares pre-committed and a squeeze-out planned if the offer falls short of full ownership.

  13. Shimadzu's Tescan purchase brings ¥127.2bn of provisional goodwill

    Shimadzu's $753mn Tescan purchase, completed on July 10, created ¥127.2bn of goodwill that is still provisional; over the same half-year, short-term borrowings reached ¥110bn and the equity ratio fell to 66.8% from 76.6%.

  14. KOKUSAI ELECTRIC lifts first-half sales 40% on AI-led chip investment, keeps full-year guide

    KOKUSAI ELECTRIC booked first-half revenue of ¥164.0bn, up 40.0%, and operating profit of ¥36.8bn, up 62.1%, crediting AI-led chip investment, while leaving its full-year forecast and ¥65 annual dividend plan unchanged.

  15. Alps Alpine books ¥8.889bn warranty loss on steering sensor lots

    Alps Alpine booked an ¥8.889bn product-warranty special loss tied to specific production lots of automotive power steering torque sensors, but its extraordinary report does not name the customer or the vehicles.

  16. Ferrotec's Japan Resistor offer succeeds, but the 87.55% stake is due only at settlement

    Ferrotec's tender offer for Japan Resistor drew 1,083,273 shares at ¥1,901 each, enough for an expected 87.55% voting interest at the November 12 settlement, with a squeeze-out and delisting planned afterwards.

  17. Rohm aims to bring SiC breakeven forward a year as server sales jump

    Rohm's interim briefing moves its silicon carbide breakeven target forward by a year, while first-half server sales rose about 66% and full-year operating profit guidance stands at ¥50bn.

  18. Kioxia's half-year profit reaches ¥2.20tn as data-center pricing surges

    Kioxia's net profit for April to September reached ¥2.20tn against ¥58.9bn a year earlier, driven by data-center pricing, while it spent ¥800bn on buybacks and booked a ¥36.0bn provision for a US patent verdict.

  19. Sony raises operating profit forecast to ¥1.87tn, led by pictures and games

    Sony raised its full-year operating profit forecast to ¥1.87tn from ¥1.72tn, citing higher profit in pictures and games, while image-sensor sales fell and the sensor segment's profit gain leaned on currency.

  20. Epson books ¥17.3bn US tariff refund against cost of sales but holds business-profit guidance at ¥105bn

    Epson booked ¥17.3bn of approved US tariff refunds against cost of sales, but held full-year business profit at ¥105bn because materials and oil costs are also rising; operating-profit guidance rose ¥2bn to ¥103bn.

  21. Seed puts ¥795 cash-out to a December 2 shareholder vote

    Seed's remaining minority shareholders face a December 2 vote on a share consolidation that would cash them out at ¥795 a share, leaving Luxshare Precision Cayman and the largest shareholder as owners, with payment targeted for late April 2027.

  22. Rohm lifts full-year operating profit forecast to ¥50bn on server, factory and xEV demand

    Rohm now forecasts ¥50bn of operating profit for the year to March 2027, up from ¥30bn, crediting server and storage demand, a factory-automation recovery and resilient xEV demand, with price and cost measures offsetting rising input costs.

  23. Tokyo Seimitsu lifts annual guidance on prober demand, plans to double capacity by 2028

    Tokyo Seimitsu lifted its operating profit guide 2.3% to ¥45bn after semiconductor-equipment orders rose 86% in the half year, and said it intends to double prober production capacity by around the middle of fiscal 2028.

  24. Nisshinbo group to buy Panasonic Connect's dam and irrigation water systems business, with closing set for April 2027

    A Nisshinbo Holdings group company has signed to take over Panasonic Connect's dam, irrigation and flood-warning telemetry businesses for municipalities and power utilities, with closing planned for 1 April 2027 pending approvals and the price undisclosed.

Japan Electronics Stocks: Company News and Filings | Tokyo Brief