Source disclosure: February 10, 2026
SUMCO CORPORATION [3436.T]
TOKYO, Feb 10 (Pulse News Wire) – SUMCO Corporation (3436.T) reported a revenue increase of ¥1 billion for the fourth quarter of fiscal year 2025 compared to the previous quarter, while operating profit improved from a loss of ¥100.0 billion to a gain of ¥13.00 billion. However, the company forecasts a decline in revenue to ¥1 billion for the first quarter of fiscal year 2026, with operating profit expected to drop to a loss of ¥58.10 billion.
In its earnings report, SUMCO highlighted strong demand for silicon wafers used in advanced DRAM and NAND applications driven by artificial intelligence (AI). The company noted that server units equipped with AI-driven DRAM are increasing significantly, particularly for inference purposes.
Additionally, the need for high-speed and large-capacity NAND flash memory in AI servers is anticipated to boost wafer demand further. Despite the positive outlook for AI-related products, SUMCO expects slower recovery in legacy product segments due to ongoing inventory adjustments by customers.
The company also forecasted continued stable demand for 200mm wafers in AI and data center applications, although overall growth may be constrained by shifts towards larger wafer sizes and geopolitical factors.
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