KOKUSAI ELECTRIC is a dedicated semiconductor manufacturing equipment manufacturer specializing in thin-film deposition and treatment processes. 

It holds the world's top market share in batch ALD systems and treatment equipment. 

Over the past three years (FY2024-FY2026), sales revenue reached 180.8, 238.9, and 235.1 billion yen, respectively. 

As for its future direction, the company will focus on expanding sales of high-value-added products to meet the growing demand for high-difficulty deposition caused by the increasing complexity, miniaturization, and 3D structures of semiconductor devices. 

Driven by this strategy, the proportion of high-value-added products will increase. 

The company forecasts its sales revenue will reach 280.0 billion yen and adjusted operating profit 60.5 billion yen in FY2027.

The audio and written content of this podcast are intended to help listeners understand the general business conditions and publicly available information of major listed companies in Japan. They do not constitute investment advice, investment recommendations, or investment solicitations.

Founded in 1935 to commercialize the magnetic material ferrite, TDK Corporation is a world-leading comprehensive electronic components manufacturer. 

Guided by its corporate motto, "Contribute to culture and industry through creativity," TDK operates in four core segments: Passive Components, Sensor Application Products, Magnetic Application Products, and Energy Application Products. 

With approximately 100,000 employees globally and an overseas sales ratio exceeding 90%, TDK provides innovative solutions worldwide.

The audio and written content of this podcast are intended to help listeners understand the general business conditions and publicly available information of major listed companies in Japan. They do not constitute investment advice, investment recommendations, or investment solicitations.

Japan Securities Finance Co., Ltd. (JSF), established in 1927, is Japan's sole licensed securities finance company, listed on the TSE Prime Market. 

While margin transactions remain its core business, its security finance segment (e.g., bond and stock repos) has driven recent rapid growth. 

Key financial data affecting performance forecasts show significant upward momentum.

Following the Bank of Japan's lift of negative interest rates, rising lending rates and increased funding demand are expected to positively impact JSF's future performance.

This podcast is for informational purposes only and does not constitute investment advice. Listeners should make investment decisions at their own discretion and risk.

Murata Manufacturing Co., Ltd., headquartered in Kyoto, Japan, is a global leader in advanced electronic components. Its flagship product, Multilayer Ceramic Capacitors (MLCCs), holds approximately 40% of the global market share. Recently, Murata's performance has been heavily influenced by smartphone and PC inventory adjustments, AI server demand, and foreign exchange fluctuations. In the fiscal year ended March 2024, revenue fell to 1.64 trillion JPY with an operating profit of 215 billion JPY due to sluggish demand,. However, aided by a weaker yen and AI-related growth, revenue for the year ended March 2025 recovered to 1.74 trillion JPY, with operating profit at 279 billion JPY,. In the latest fiscal year ended March 2026, driven by vehicle electrification, revenue reached 1.83 trillion JPY and operating profit stood at 281 billion JPY.

This podcast is for informational purposes only and does not constitute investment advice. Listeners should make investment decisions at their own discretion and risk.

Founded in 1925, Sumitomo Chemical Co., Ltd. is a global comprehensive chemical company headquartered in Tokyo, Japan. 

The company operates through five core business sectors: Agro & Life Solutions, ICT & Mobility Solutions, Advanced Medical Solutions, Essential & Green Materials, and Sumitomo Pharma. 

With overseas sales accounting for approximately 70% of its total revenue, Sumitomo Chemical possesses a robust global presence and network.

The audio and written content of this podcast are intended to help listeners understand the general business conditions and publicly available information of major listed companies in Japan. They do not constitute investment advice, investment recommendations, or investment solicitations.

Oriental Land Co., Ltd., established in July 1960 and headquartered in Urayasu, Chiba, was founded to develop a large-scale leisure facility and contribute to Japan's cultural and social well-being. 

Operating under a long-term license agreement with Disney Enterprises, Inc. signed in 1979, the company successfully opened Tokyo Disneyland in 1983 and Tokyo DisneySea in 2001. 

Today, its core operations encompass the Theme Park segment, the Hotel segment, and other resort businesses including the Ikspiari shopping complex and the Disney Resort Line monorail. 

Guided by its corporate mission to "offer wonderful dreams, moving experiences, delight and contentment," the company continues to provide unparalleled entertainment and hospitality to millions of guests at Tokyo Disney Resort.

The audio and written content of this podcast are intended to help listeners understand the general business conditions and publicly available information of major listed companies in Japan. They do not constitute investment advice, investment recommendations, or investment solicitations.

Established in 1919 from the merger of eight celluloid manufacturers, Daicel Corporation is a leading global chemical company. 

The company operates globally across five business segments: Medical/Healthcare, Smart, Safety, Materials, and Engineering Plastics. 

Daicel is recognized as Japan's sole manufacturer of acetic acid and holds top global market shares for unique products such as cellulose acetate, automobile airbag inflators, engineering plastics, and chiral columns. 

The audio and written content of this podcast are intended to help listeners understand the general business conditions and publicly available information of major listed companies in Japan. They do not constitute investment advice, investment recommendations, or investment solicitations.

Tokyo Electron Limited (TEL), established in November 1963 and headquartered in Akasaka, Tokyo, is a leading global manufacturer of semiconductor production equipment. Led by President and CEO Toshiki Kawai, the company has a capital of 54.9 billion yen. TEL specializes in the development, manufacturing, sales, and maintenance of semiconductor and flat panel display (FPD) production equipment. Its core product lineup includes coater/developers, etch systems, deposition systems, and cleaning systems. Notably, TEL holds a significant global market share in various equipment categories, especially in coater/developers. 

The audio and written content of this podcast are intended to help listeners understand the general business conditions and publicly available information of major listed companies in Japan. They do not constitute investment advice, investment recommendations, or investment solicitations.

Established in 1999, SUMCO Corporation is a world-leading specialized manufacturer of silicon wafers, the essential substrate materials for semiconductors. The company boasts an integrated production system, from high-purity polysilicon to final wafer products. SUMCO holds the world's top market share in cutting-edge 300mm epitaxial wafers for logic semiconductors, which require highly advanced technology and stringent quality control. These products are indispensable for a wide range of applications, including smartphones, PCs, automobiles, and data centers. Guided by its vision to be the "World's No.1 company in technology" and to "ensure stable earnings even during economic downturns," SUMCO continues to meet the demanding needs of top-tier global semiconductor makers. Through relentless technological innovation, SUMCO significantly contributes to the evolution of semiconductors and the sustainable development of our digital society.

This podcast is for informational purposes only and does not constitute investment advice. Listeners should make investment decisions at their own discretion and risk.

Fujitsu Limited, founded on June 20, 1935, is a leading global information and communication technology (ICT) company headquartered in Kawasaki, Kanagawa, Japan. Led by President and CEO Takahito Tokita, the company operates with a capital of approximately 325.6 billion yen and employs 112,743 people globally on a consolidated basis as of March 31, 2025. Fujitsu's business operations are primarily divided into three main segments: Service Solutions, Hardware Solutions, and Ubiquitous Solutions.

The company's core purpose is to "make the world more sustainable by building trust in society through innovation". Guided by its 2030 Vision, Fujitsu aims to become a "technology company that realizes net positive outcomes through digital services". By accelerating its business model transformation, Fujitsu continues to leverage advanced technologies, such as artificial intelligence and quantum computing, to solve major societal and environmental challenges, ultimately contributing to a more sustainable and prosperous future.

This podcast is for informational purposes only and does not constitute investment advice. Listeners should make investment decisions at their own discretion and risk.