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Japan Electronics Company News (Page 2)

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

  1. Ibiden's AI-server substrate boom nearly doubles electronics profit as advances swell cash flow

    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.

  2. Hitachi Energy lifts 2030 margin ambition to 19–21% as backlog passes $65bn

    Hitachi Energy's investor-day decks put first-half sales at $11.0bn and backlog above $65bn, and lift the 2030 adjusted EBITA margin ambition to 19–21%, backed by a $9bn capacity programme and a data-centre order push.

  3. TDK raises full-year operating profit forecast to ¥365bn on data-centre demand

    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.

  4. Tamura closes 80% purchase of Italian transformer maker EMG

    Tamura has finished buying 80% of EMG Power Electric and will make the Italian maker its hub for medium-voltage dry transformers, with EMG's earnings consolidated from the fourth quarter of the year ending March 2027.

  5. Panasonic lifts full-year dividend forecast to ¥70 after raising profit guidance

    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.

  6. Murata lifts operating-profit forecast by ¥90bn to ¥520bn on data-centre demand

    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.

  7. Mitsubishi Electric lifts annual profit guide to ¥710bn on factory-automation and chip demand

    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.

  8. Renesas's ¥450.3bn Timing sale gain drives reported profit; adjusted measures show sales up 30%

    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%.

  9. Keyence first-half operating profit jumps 50% as sales rise 34.9%

    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.

  10. Ibiden commits about ¥151bn to AI-server substrate capacity, with output starting in fiscal 2029

    Ibiden's board approved about ¥151bn of planned spending, centred on its Ogaki site in Gifu, to expand IC package substrates for CPUs, with sequential start-up and mass production planned from fiscal 2029.

  11. Anritsu raises profit guide on optical-transceiver testing, but flags an EV-unit loss

    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.

  12. Nidec misses its October 28 target for corrected filings, with no audit completion date set

    Nidec will file its internal control confirmation report with the Tokyo Stock Exchange on October 30, but extra auditor-requested checks on 252 sign-off candidates leave no date for audited corrected reports.

  13. NEC's CSG purchase adds ¥81.3bn of revenue and ¥394.4bn of goodwill

    NEC's newly consolidated CSG added ¥81.3bn of revenue and ¥5.9bn of interim profit, against ¥394.4bn of goodwill, and the group raised its Non-GAAP profit guide to ¥460bn while forecasting minus ¥90bn of free cash flow.

  14. Liberaware wins Tokyo backing of up to ¥200mn for overseas push

    Liberaware has been selected for Tokyo's second-round SusHi Tech Global growth programme, which offers up to ¥200mn and up to 18 months of support, while the drone maker says the effect on its results is still under review.

  15. Koito beat its first-half profit forecast by 22.9%, but lifts the annual guide just 1.7%

    Koito's first-half operating profit beat its forecast by 22.9%, but the full-year operating profit guide rises only 1.7% to ¥61bn because management expects a second half slightly below its original plan, while the dividend forecast rises to ¥64.

  16. Hitachi raises full-year profit guide as Energy lifts margins, but first-half net profit falls

    Hitachi raised its full-year profit forecast to ¥920bn from ¥900bn and lifted its interim dividend to ¥32, though first-half profit attributable to owners fell 11.9% to ¥416.6bn against a year-earlier base with reorganisation gains.

  17. Advantest lifts its profit forecast to ¥967bn and sets a ¥280bn buyback ceiling

    Advantest raised its operating profit forecast for the year to March 2027 to ¥967.0bn on AI-related tester demand, lifted its interim dividend to ¥49, and authorised buying back up to ¥280bn of shares through March 24, 2027.

  18. Canon's imaging surge and depreciation changes lift nine-month profit

    Canon's nine-month operating profit rose 8.4% to ¥327.7bn as Imaging profit jumped 33.2%, while Medical and Industrial slipped and changes to depreciation method and machinery useful lives added ¥14.4bn to net income.

  19. Nidec decides to sue former directors, auditors and its ex-CFO, but has not yet filed

    Nidec has decided to seek damages from six former directors, two former auditors and a former CFO, but it has not filed, is still setting claim amounts, and has deferred surplus-related liability until its past accounts are corrected.

  20. PowerX ships first Mega Power 2500 units, with 444 of 477 ordered due in 2027

    PowerX began shipping its 10-foot Mega Power 2500 battery system on 26 October; 444 of 477 firm orders are scheduled for 2027, and the company expects only a minor effect on this year's forecast.

  21. Fenwal Controls of Japan to recall 4,001 fire-suppression release devices after cold-test failure

    Fenwal Controls of Japan will replace all 4,001 HPR-510 release devices after a minus-20-degree discharge test failure, and the NFCV-1 container valve has lost its type approval; HPR-400 and HPR-500 devices passed testing.

  22. Nagano Keiki lifts profit guidance as semiconductor plant demand lifts pressure sensors

    Nagano Keiki lifted its forecast operating profit for the year to March 2027 to ¥10bn from ¥6.8bn, saying pressure-sensor demand from semiconductor-related facilities rose sharply.

  23. KOA raises operating profit forecast to ¥8.31bn from ¥5.36bn, citing AI and industrial demand

    KOA now expects ¥8.31bn of operating profit this fiscal year, up from ¥5.36bn, citing AI-related, automotive and industrial demand, and it raised its year-end dividend forecast to ¥46.50 a share.

  24. Futaba to buy 91.9% of a surface-drone maker for ¥698mn

    Futaba Corporation has agreed to buy 91.9% of an Iwate-based surface-drone maker for ¥698mn including estimated costs, with the transfer planned for October 30, to pair it with its aerial drones; the effect on results is called minor.

Japan Electronics Company News (Page 2) | Tokyo Brief