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

Japan Corporate Strategy

Medium-term plans, capital spending, new plants, products and drug approvals from Japanese companies.

  1. Nittoku adds ¥10.2bn humanoid-robot motor order, lifting project total to ¥18.4bn

    Nittoku has won a further order of about ¥10.2bn for humanoid-robot motor production equipment destined for North America, taking the project to about ¥18.4bn, with all revenue due from the year to March 2028.

  2. NHK Spring plans ¥15bn Thai building for disk-drive suspensions, due December 2027

    NHK Spring plans a roughly ¥15bn building at its Thai Welgrow plant for disk-drive suspensions, due December 2027 and outside its ¥15.4bn segment capex budget, in a half-year when the unit's sales rose 27.0%.

  3. Asahi Diamond and Tokyo Seimitsu put ¥1.23bn into planned Thai hub-blade plant

    Asahi Diamond Industrial and Tokyo Seimitsu will each inject ¥615mn into their 50-50 joint venture to equip a planned Thai hub-blade plant, with operations targeted for April 2028 and a minor near-term earnings effect.

  4. Marumae's Chip-Parts Orders Outrun Its Capacity as Capex Plan Rises to ¥5.6bn

    Marumae says semiconductor orders now exceed its production capacity and has raised its capital spending plan to ¥5.6bn for the year to August 2027, while warning that customer demands are not fully in its ¥28bn sales guide.

  5. Fujimi plans ¥130bn of capex through 2032 and aims for ¥85.8bn of CMP sales

    Fujimi's six-year plan targets ¥138.0bn in sales by the year to March 2032 and ¥130bn of capital spending, but the Taiwan plant is still at site selection and the capacity projects lack final investment decisions.

  6. NPC sets 60% sales floor outside First Solar in five-year plan with ¥4bn investment

    NPC's five-year plan targets at least 60% of sales from customers other than First Solar, about ¥4bn of investment and a 25% dividend payout ratio, with perovskite and panel recycling as the growth bets.

  7. NISSEI ASB Machine disputes report that weak demand froze its Nagano factory plan

    The plastics-machinery maker disputes a newspaper report blaming weak demand for its frozen Saku, Nagano factory plan, saying construction-cost inflation and labor shortages forced the retreat while it keeps expanding capacity in India.

  8. Takeuchi Mfg Pushes New Factory Opening to 2029 as Project Cost Rises to About ¥24.6bn

    Takeuchi Mfg says a construction-labor shortage pushed its new factory's opening from January 2028 to May 2029, and rising building costs plus spec changes lifted the project's budget from about ¥18.0bn to about ¥24.6bn, with output capacity unchanged.

  9. Enshu Halts Thai Factory as EVs and Chinese Rivals Squeeze Japanese Capex

    Enshu Limited will halt production at its Thai manufacturing subsidiary, BANGKOK ENSHU MACHINERY, by the end of September, after the EV transition and Chinese automaker growth cut Japanese capital spending in Thailand and left the factory underused; the Thai sales unit stays open, and machine production moves to the company's Japan and China bases.

  10. Yamabiko Wants Robotic Lawn Mowers to Outgrow Their Own Booming Market

    Yamabiko is chasing more than 20% annual growth in robotic lawn mower sales, nearly double the roughly 13% pace it forecasts for the professional segment, leaning on a Toro Company partnership and golf-course automation while a strong quarter funds the bet.

  11. Marumae Raises Three-Year Operating Profit Target to ¥8.2bn as Chip-Tool Orders Outrun Plan

    Marumae now targets ¥8.2bn in operating profit for the year to August 2028, up from ¥5.6bn, after semiconductor equipment orders and price increases outran its earlier medium-term plan, with vacuum-chamber demand at subsidiary KMAC doing much of the work.

  12. AI Chip Boom Reaches a Japanese Solder Specialist With a ¥2.5bn Order

    AIMECHATEC has booked a roughly ¥2.5bn multi-line order for solder ball mounters used in AI data-centre chip packaging, though the revenue won't hit its books until the year to June 2028.

  13. Frue completes Guangzhou subsidiary for China sales push

    The new China subsidiary was established on May 18 with 22 million yuan of capital, about ¥500mn, and is wholly owned by Frue. Its remit spans print sticker machines, character goods and image-based paid services, though management says the near-term earnings impact is minor.

  14. Chiyoda says Middle East work is near prior pace, lands Idemitsu solid-electrolyte EPC job

    The catch: Chiyoda says two Middle East projects suffered no physical damage and are almost back to previous activity levels, yet it still cannot quantify the hit to the current year's outlook. The same corrected report reveals EPC work for Idemitsu's large solid-electrolyte pilot plant in Chiba, with completion targeted in 2027.