3 brands of semiconductor manufacturing equipment overdue! Equipment sales in 2012 are expected to reverse, fueling demand for AI and EVs

◆ $Kokusai Electric (6525.JP)$
The predecessor was Hitachi Kokusai Electric's semiconductor manufacturing equipment business, and it was established in 2018 after being acquired by US KKR. It was newly listed on the Tokyo Stock Exchange Prime Market on 23/10/25. $SoftBank (9434.JP)$Since then, it was a major IPO, and the initial price on the first day was about 28% above the public price. It is a batch ALD deposition device that can form dozens or more wafers at once, leading the world market share (22 years). Rice from the same industry in '19 $Applied Materials (AMAT.US)$An acquisition was agreed upon, but there is a history where approval from the authorities could not be obtained over the antitrust law and the dispute was broken down. A decrease in sales and profit is expected for the consolidated fiscal year ending March 24. $Taiwan Semiconductor (TSM.US)$In line with the expansion of, a new service base was established in Kumamoto prefecture. KKR holds approximately 44% of the shares, and Applied Materials holds approximately 15%.

◆ $Tokyo Seimitsu (7729.JP)$
It is the world's top level probing machine for inspecting good and defective semiconductor chips. They also handle dicing machines (devices that cut wafers) and polish grinders (devices that thin wafers and remove damage) used in semiconductor assembly processes. 77% of consolidated sales for the fiscal year ended March 23 was semiconductor manufacturing equipment, and the remaining 23% was measurement equipment. In the fiscal year 23 interim consolidated financial results, there was a decrease in sales and profit compared to the same period last year, but they landed above expectations, and the full-year earnings forecast was revised upward.

◆ $Ebara (6361.JP)$
Our parent business is an industrial machinery manufacturer that manufactures pumps. We handle cooling and heating machines, blowers, environmental plants, semiconductor-related equipment, etc. “CMP equipment,” which polishes semiconductor wafers, has the second largest market share in the world. The cumulative number of units shipped has reached 3000 units. $Taiwan Semiconductor (TSM.US)$It has been awarded multiple times as an excellent supplier since This equipment is mainly produced at a factory in Kumamoto Prefecture, and a new plant will be added by the end of '24, and production capacity will be increased 1.5 times. An increase in sales and profit is expected for the consolidated fiscal year ending 23/12.