Japanese semiconductor firms see growth amid AI demand

Japanese semiconductor-related companies are seeing varied performance driven by AI demand and new orders. Kioxia Holdings is scheduled for a 3-for-1 stock split on October 1, following record profits fueled by high demand for AI data center SSDs. The company expects significant profit growth for the July-September quarter.

Other industry players are reporting notable developments. AI Mecha Tech secured a 4.5 billion yen order from two major overseas semiconductor manufacturers for wafer-level packaging systems. Nagaoka also reported a 770 million yen order from Screen International for equipment in North America.

In manufacturing equipment, Tokyo Electron reported increased revenue and operating profits, raising its net profit outlook. Meanwhile, Rohm is moving toward a turnaround in its power semiconductor business, expecting a shift to profitability driven by demand for silicon power devices in AI servers.