Tokyo semiconductor profits surge amid AI boom
Global semiconductor market set for record growth in 2026.
Major semiconductor companies in Tokyo have reported strong profit growth for the April to December period, buoyed by rising demand for AI related chips. Several firms also raised their full year forecasts as investment in AI infrastructure accelerates.
Kioxia expects net profit to climb sharply for the year ending in March, citing demand from data centres in Tokyo and devices equipped with on device AI. Advantest and Tokyo Electron also upgraded their outlooks, pointing to sustained orders linked to AI applications.
Industry data suggest the global chip market will continue expanding, with World Semiconductor Trade Statistics projecting record revenues in 2026. Growth is being driven largely by spending on AI servers and advanced semiconductor manufacturing.
In Tokyo, Rapidus has reportedly secured significant private investment as it prepares to develop next generation chips. However, not all companies in Japan share the optimism, with Screen Holdings forecasting lower profits due to upfront capacity investments.
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