Micronics Japan Raises FY2026 Guidance on AI-Driven Memory Chip Demand

Micronics Japan Co., Ltd. (TSE:6871) has revised upward its earnings and dividend forecasts for the nine-month period ending September 30, 2026, and the full fiscal year 2026, citing stronger-than-expected demand for memory-related probe cards driven by generative AI expansion.

ItemBeforeAfterChange
RevenueJPY 71.6bnJPY 74.2bn+3.6%
Operating ProfitJPY 21.9bnJPY 22.4bn+2.3%
Ordinary IncomeJPY 21.4bnJPY 23.1bn+7.9%
親会社株主に帰属する四半期純利益JPY 15.2bnJPY 16.3bn+7.2%
１株当たり四半期純利益JPY 392.11/shareJPY 420.47/share+JPY 28.36/share

For the full fiscal year, the company disclosed previously undisclosed guidance: revenue of JPY 103.8bn, operating profit of JPY 31.4bn, ordinary income (keijo rieki) of JPY 32.0bn, and net profit of JPY 23.0bn. The revision reflects accelerated production of memory probe cards in the third quarter and expanded manufacturing capacity to meet surging demand from AI-related semiconductor markets. Management cited refinement of performance forecasts based on recent semiconductor market conditions and demand trends.

The company simultaneously raised its year-end dividend to JPY 178.00 per share from JPY 95.00, doubling the full-year payout. The dividend increase reflects both the upward earnings revision and management’s assessment of improved capital allocation priorities. The move signals confidence in sustained demand momentum from the AI-driven memory semiconductor cycle and strengthens shareholder returns.

Source: Original filing (TDnet) | 日本語版

This article is for informational purposes only and does not constitute investment advice. Always verify against the original filing.