Shin-Etsu Chemical Co., Ltd.

Semiconductors▼2

Nikkei Rebounds as Cyclical Stocks Gain; Some AI and Semiconductor Shares Weaken

The Nikkei Stock Average rebounded, closing 0.50% higher at 64,931.19 yen from the previous trading day. Cyclical stocks were bought amid lower crude oil prices following a pause in U.S. attacks on Iran, while some artificial intelligence and semiconductor-related shares were weak. The TOPIX rose 1.37% to 4,066.07 points, showing resilience, and the Tokyo Stock Exchange Prime Market Index gained 1.36% to 2,097.22 points. Trading value was 9.355618 trillion yen. Among individual stocks, Shin-Etsu Chemical fell more than 8% after its full-year outlook missed market expectations, Advantest dropped nearly 2%, and SoftBank Group declined over 3%, with some semiconductor-related names being sold. On the other hand, Fast Retailing rose over 1%, Recruit Holdings gained more than 3%, and Konami Group and Bandai Namco Holdings surged 6% to 7%, as domestic demand-oriented stocks attracted buying.

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Shin-Etsu Chemical Reports Higher Q1 Net Income, Guides for Fiscal 2027 Growth

Shin-Etsu Chemical reported higher net income in the first quarter of 2026. Net income attributable to owners of the parent rose to 130.83 billion yen from 126.43 billion yen a year earlier, with earnings per share of 70.24 yen compared to 66.45 yen. Operating income increased to 173.80 billion yen from 166.80 billion yen, and net sales grew to 662.42 billion yen from 628.55 billion yen. The company plans to pay an interim and year-end dividend of 58 yen per share each, for a total annual dividend of 116 yen per share. For the full fiscal year 2027, Shin-Etsu Chemical expects net sales of 2.70 trillion yen, up 5% from fiscal 2026, operating income of 700 billion yen, up 10.2%, and net income of 525 billion yen, up 10.7%, with earnings per share of 286 yen, up 13.2%.

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NVIDIA CEO Meets Japanese Suppliers to Strengthen AI Supply Chain

NVIDIA CEO Jensen Huang met with executives from several Japanese suppliers at a Tokyo izakaya, signaling the company's deepening reliance on Japan's industrial base for its AI expansion. The gathering included Kioxia Holdings, Shin-Etsu Chemical, Tokyo Electron, Ajinomoto, Sumitomo Electric Industries, Taiyo Yuden, Panasonic Holdings, and Nitto Boseki, spanning flash memory, silicon wafers, manufacturing equipment, chip-packaging film, fiber-optic cables, capacitors, and ultra-thin glass cloth. Huang stated that Japan provides foundational technologies for semiconductor manufacturing, and Tokyo Electron's CEO noted NVIDIA has substantial expectations for the Japanese supply chain. The meeting underscores the critical role of these specialized suppliers as NVIDIA, valued at more than $5.1 trillion, scales its AI infrastructure.

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Semiconductors ▲Artificial Intelligence ▲Critical Materials & Supply Chain ▲

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New York Market Falls Back, Nasdaq Drops 387 Points

The New York market fell back on the 16th, with the Dow Jones Industrial Average closing down 105.67 dollars at 52,552.97 dollars, and the Nasdaq down 387.28 points at 25,881.95. Concerns over rising crude oil prices due to intensified attacks on Iran and higher interest rates were met with aversion, while Taiwan Semiconductor Manufacturing Company's earnings failed to meet market expectations, putting selling pressure on the sector and keeping the Nasdaq weak throughout the day. By sector, real estate management and development rose, while semiconductors and semiconductor manufacturing equipment fell. The Chicago Nikkei 225 futures settlement price was 66,040 yen, down 1,755 yen from the Osaka daytime session, and in the ADR market, TDK, Shin-Etsu Chemical, and Disco fell, with selling generally dominating.

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Semiconductors

World’s top share but the stock won’t rise? The trap in picking semiconductor stocks: degree of specialization and contribution

In the semiconductor value chain, Japanese companies hold overwhelming global shares in materials, back-end processes, and electronic components. But former institutional investor Ryosuke Izumida points out that for equity investment, it is essential to analyze the degree of specialization and contribution—assessing how much a company’s semiconductor-related business contributes to its overall performance. Shin-Etsu Chemical leads the world in silicon wafers, with SUMCO in second place. Tokyo Ohka Kogyo is number one in photoresists. Ajinomoto Build-up Film holds about 95 percent of the global market for insulation film. Murata Manufacturing commands roughly 70 percent of MLCCs for AI servers. Japanese firms boast high technical capabilities. However, at highly diversified companies like Mitsui Chemicals and Mitsubishi Electric, expanding semiconductor demand may have only a limited impact on overall earnings and stock prices. In contrast, highly specialized firms such as SUMCO and Tokyo Ohka Kogyo tend to reflect the industry’s strength more directly. Izumida stresses the importance of bottom-up research—digging into earnings reports and briefing materials to gauge the contribution of semiconductor and AI-related businesses.

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Semiconductors

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