Earnings, deals and disclosures from Japan's listed electronics companies, in English.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Ibiden's electronics operating profit rose 96.7% to ¥50.0bn in the half year to September, and the company plans about ¥151bn of substrate capacity, to start producing from fiscal 2029.
TDK now expects ¥3.05tn in sales and ¥365bn in operating profit for the year to March 2027, citing AI data-centre demand, and has raised its annual dividend forecast to ¥50 a share from ¥40.
Panasonic Holdings now forecasts a ¥70 annual dividend, up from ¥54, after raising its operating profit guidance to ¥710bn from ¥590bn for the year to March 2027; the new ¥43 year-end payment is a forecast.
Murata raised its full-year operating-profit forecast to ¥520bn from ¥430bn, crediting data-centre demand, higher production volume and product mix, with the second-half assumption of ¥155 to the dollar unchanged.
Mitsubishi Electric posted record first-half sales and adjusted operating profit on factory-automation, chip and air-conditioning demand, raised its annual adjusted profit guide to ¥710bn and decided on a buyback of up to ¥200bn.
Renesas's nine-month IFRS operating profit of ¥758.0bn includes a ¥450.3bn gain on selling its Timing business, while its Non-GAAP measure shows ¥408.7bn and third-quarter sales up 30.2%.
Keyence's first-half operating profit rose 50.0% to ¥408.3bn on a 34.9% rise in sales, and the company lifted its interim dividend to ¥325 before a five-for-one share split on November 21.
Anritsu raised its operating-profit forecast to ¥22bn on strong optical-transceiver test demand and lifted its annual dividend forecast to ¥63, while guiding its environmental-measurement unit to a ¥1.2bn loss after a goodwill write-down.