Earnings, deals and disclosures from Japan's listed electronics companies, in English.
TAMURA CORPORATION now expects operating profit of ¥6.5bn for the year to March 2027, above its 2018 record, after AI data center orders and price increases outran a forecast it had left unchanged since May.
Tera Probe's first-half operating profit rose 94%, driven largely by data-center processor testing demand, and the semiconductor tester now expects record full-year sales and profit, a new Taiwan plant and a five-for-one stock split to widen its shareholder base.
Hitachi will book a ¥179.9bn extraordinary profit from selling down its Hitachi Construction Machinery stake in its standalone accounts, but IFRS rules mean the same sale leaves consolidated group earnings untouched.
Operating profit fell by more than half at Japanese X-ray instrument maker Rigaku Holdings in the six months to June, dragged down by weaker lab-equipment sales tied to US trade friction and energy costs rather than academic-funding cuts alone. Chipmaking tools kept growing on memory and logic demand, and Carlyle has sold its Rigaku stake to US metrology firm Onto Innovation, which gets a board seat and a joint hybrid-metrology push aimed at advanced AI chips.
PowerX's first-half revenue rose 48% and its net loss narrowed to ¥1.55bn, but inventory and supplier-advance buildups for back-loaded battery deliveries pushed operating cash flow to a ¥4.66bn outflow, leaving the storage-system maker drawing on an ¥8bn Mizuho-led credit line and, after the half closed, a separate ¥5bn refinancing loan.
Half-year net profit at the Tokyo-listed test-equipment maker jumped 140% to ¥11.5bn as memory makers redirected production capacity toward high-bandwidth chips, even as a smaller test-socket unit's losses nearly tripled.
Lasertec's new orders more than doubled to ¥237.5bn on AI-chip demand, yet revenue and operating profit both fell for the year to June because last year's weak bookings finally hit shipments; the company is now guiding for a 25.8% revenue rebound next year.
Tokyo-listed wafer-equipment maker Kokusai Electric raised its full-year operating profit forecast by 46% to ¥79.4bn and increased its dividend by ¥18 to ¥65 a share, citing accelerating chipmaker investment in high-performance DRAM and logic production for generative AI.
AI-linked semiconductor and data-center battery orders doubled operating profit at Omron's automation unit last quarter, pushing the group to raise its full-year profit target to ¥80.0bn from ¥62.0bn.
Sales at the Tokyo Stock Exchange-listed connector maker rose 26.8% and operating profit jumped 35.6% in the quarter to June, but net profit rose just 1.4% after a corporate-tax increase tied to a transfer-pricing assessment, even as management lifted its full-year outlook.
Tokyo Seimitsu's board raised its dividend forecast to ¥304 a share after semiconductor-equipment orders nearly doubled on generative-AI, HPC and HBM testing demand, and the group lifted full-year sales and profit guidance for the second time this year.
Ibiden now expects ¥127.0bn in operating profit for the year to March 2027, up from its May forecast of ¥90.0bn, as orders for AI-server chip substrates outrun its own planning; a second 2-for-1 stock split takes effect in October, doubling the share count.
A 40% jump in quarterly operating profit, driven by image sensors and PlayStation, let Sony raise its full-year profit target to ¥1.72tn, but the new guidance still leaves out any hit from the July earthquake that shut its Kumamoto chip plant.
Higher factory output and a weaker yen drove a 60% rise in Murata's quarterly operating profit, prompting the electronics maker to lift its full-year forecast 13% above April's target to a record ¥430bn.
Tokyo Electron's quarterly operating profit rose 46% on AI-server chip investment, and it has already raised its half-year sales, profit and dividend forecasts, saying July's Kumamoto earthquake caused no significant damage to its facilities.
Panasonic Holdings' operating profit more than doubled in the quarter to ¥182.5bn, and the company used the beat to lift its full-year profit forecast by ¥40bn to ¥590bn, though full-year sales guidance still sits 3.1% below last year's record total.
Fuji Electric raised its full-year operating-profit forecast by ¥14bn to ¥156.5bn, citing stronger first-half demand, higher production and cost cuts across its energy and industrial-equipment businesses.
First-quarter sales jumped 20% to a record ¥2.71tn, and Hitachi is betting the momentum holds, lifting its full-year revenue target to ¥11.7tn even as Middle East disruption cost it less than the company had feared.
Advantest now expects ¥846bn in operating profit for the year to March 2027, up ¥218.5bn from the guidance it gave in April, after a quarter in which net profit nearly doubled on broad AI chip-testing demand and a one-off investment gain.
A 37% surge in Energy-segment revenue, powered by backlog conversion and favourable currency swings rather than new orders, helped Hitachi post record first-quarter sales and lift its full-year profit forecast by ¥100bn, even though quarterly net profit dipped 1.4% against a tough dividend-related comparison.
Advantest raised its year-to-March-2027 net profit forecast by 41.8% to ¥660bn, saying test demand for inference AI chips already exceeds what it assumed back in April.
Japan's factory-sensor and machine-vision maker grew quarterly net profit 51% as capital spending held firm in Asia's semiconductor sector and the Americas, while Europe and Japan showed only early signs of recovery; the dividend forecast holds at ¥550 a share.
Keyence's net profit rose 51 percent in the quarter to June on ¥346.6bn in sales, with the company describing steady capital spending across the Americas, Asia, Europe and Japan rather than naming any single region as the fastest grower.
Canon's first-half net profit rose 9.8% to ¥171.2bn on a 38.8% jump in imaging-division operating profit, even as the industrial-equipment unit's profit fell by a third and the company revised its full-year forecast without disclosing the prior numbers.