202220232024(Forecast)20252026(Forecast)630.5574.1526.9760.7700.9600400200Source: World Semiconductor Trade StatisticsGunma Prefecture to achieve ultra-precise coating. In addition, by introducing its first-ever inspection technology, LINTEC has significantly strengthened its quality assurance capabilities. adhesive tape generally correlate area of semiconductor wafers shipped globally, but in the fiscal year ended March 31, 2025, our sales volumes exceeded the rate of growth in the area of semiconductor wafers shipped globally. We believe this was driven by factors such as sustained high demand throughout the year for high-bandwidth memory (HBM), a type of dynamic random-access memory stacked to increase capacity, supported by growth in the generative AI market, as well as the release of numerous new high- performance smartphone models. As a result, demand increased for LINTEC’s high-end products, where we have a competitive edge.Sales volumes of LINTEC’s semiconductor-related Semiconductor Market ForecastUS$ Billion8000(Year)24StrategiesThe mainstay products of Advanced Materials Operations are semiconductor-related adhesive tapes and equipment, as well as multilayer ceramic capacitor-related tapes. In terms of approximate sales composition, semiconductor-related adhesive tape accounts for about 50%, semiconductor-related equipment for 20–30%, and the remainder comes from multilayer ceramic capacitor-related tape. Among these, semiconductor-related adhesive tape, which makes up roughly half of the segment’s sales, incorporates LINTEC’s most advanced technologies and is used in the manufacture and mounting processes of semiconductor chips. As semiconductor performance continues to advance dramatically, LINTEC is also steadily enhancing its production technologies. For example, in the case of back grinding tape, where LINTEC is estimated to hold approximately 30% of the global market share, the Company has newly installed a high-precision coating machine at the Agatsuma Plant in Advanced Materials Operations, in which we develop semiconductor-related products, is driving our growth. Operating income for the electronic- and optical-related segment, which includes Advanced Materials Operations, rose 58.7% year on year, to ¥18.5 billion, in the year ended March 31, 2025. This growth served as the key engine behind the Company’s record-high consolidated operating income. The global semiconductor market is expected to continue expanding, fueled by investment in generative AI, and we intend to support the advancement of digital society by developing new products and technologies. In this section, we introduce LINTEC’s semiconductor-related products and its efforts to explore new domains.Increase in Semiconductor DemandAlthough the global semiconductor market is seeing sluggish demand in automotive and general industrial applications, growth is being led by memory products and logic devices such as graphics processing units, driven by investments in data centers in anticipation of increasing demand for AI-related products. In June 2025, World Semiconductor Trade Statistics, which consists of major semiconductor manufacturers, forecast that the global semiconductor market would expand to US$700.9 billion in 2025, up 11.2% from the previous year. While geopolitical risks, such as trade friction sparked by U.S. tariff policies, remain a concern, demand for AI is expected to continue propelling the market forward, sustaining its high growth trajectory.LINTEC Products Supporting Semiconductor Manufacturing ProcessesGrowth Field 2Semiconductor-Related Business
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