Q What is the demand outlook for the three main 20222023Kinya MochidaSenior Managing Executive Officer Deputy Executive General Manager, Business Administration Div., and Executive General Manager, Advanced Materials Operations, and General Manager, Business Planning Dept.202420252026(Forecast)Advanced Materials Operations67.461.550.085.086.360.0Business Strategy (Main Initiatives in Medium–Term Business Plan LSV 2030-Stage 2) Continued capital investment and response to demand in growing electronics markets Development of new tapes, equipment, and proprietary processes related to packaging technologies in semiconductor back-end processes Establishing mass production structures for CNT pellicles for EUV lithography equipmentQ&A in Response to Frequently Asked Questions from Investors products in Advanced Materials Operations for the fiscal year ending March 31, 2026?A For semiconductor-related adhesive tape, we expect continued strong investment in AI-related applications, and we are also projecting a market recovery for NAND flash memory starting in the fall. Sales of multilayer ceramic capacitor (MLCC)-related tape are likewise expected to grow due to rising demand for MLCCs in data centers and related applications. On the other hand, sales of semiconductor-related equipment are expected to decline compared with the fiscal year ended March 31, 2025, as demand for HBM-related manufacturing equipment is forecast to decline.Featured Topic(Fiscal years ended / ending March 31) Review of the Fiscal Year Ended March 31, 2025In the fiscal year ended March 31, 2025, demand for high- performance semiconductors used in generative AI applications increased, driving strong performance for semiconductor-related adhesive tape. Equipment for semiconductor manufacturing also performed well, including tools for high-bandwidth memory (HBM) manufacturing. Sales of multilayer ceramic capacitor-related tape likewise grew on the back of rising demand for smartphones and data centers, resulting in significant year-on-year sales growth across all major product categories in this business operation. Meanwhile, for carbon nanotube (CNT) pellicles for extreme ultraviolet (EUV) lithography equipment, an advanced semiconductor material for which we aim to establish mass production in the fiscal year ending March 31, 2026, we successfully launched our proprietary mass production system, enabling a clear path toward mass production. We also began actively promoting the product for customer adoption. Strategic Direction for the Fiscal Year Ending March 31, 2026In the fiscal year ending March 31, 2026, we expect continued strong demand for high-performance semiconductors, including for HBM and data center applications, and we forecast further sales growth for semiconductor-related adhesive tape and multilayer ceramic capacitor-related tape. We will continue strengthening our supply framework to ensure we can meet customer needs, while also taking a proactive approach to addressing challenges such as rising geopolitical risks and new environmental regulations to ensure our products remain the preferred choice of our customers. Additionally, we will actively pursue the development of new tape, packaging technologies, equipment, and proprietary processes for advanced semiconductor back-end processes.Net Sales¥ Billion100.00Strengthening Production and Development Capabilities for Semiconductor-Related EquipmentAlthough sales of HBM-related equipment are expected to decrease in the fiscal year ending March 31, 2026, sales of other semiconductor-related equipment remain strong, and sales in the previous fiscal year reached a record high. To enhance our production capacity in line with growing demand and respond more effectively to customer needs, we have launched a reconstruction project for the Ina Technology Center, which handles everything from equipment design and development to manufacturing. A new development building is scheduled for completion in September 2026 and will support the continued growth of our semiconductor-related equipment business as it enters a new phase of expansion.42Business StrategyElectronic and Optical Products
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