News
Fuji forecasts surge in server-related demand for surface mount technology equipment in 2026
Tuesday, February 10, 2026 at 10:43 AM
Fuji, a manufacturer of surface mount technology equipment, expects a significant surge in orders for server-related components starting in the third quarter of fiscal year 2026.
Context
Fuji Corporation has significantly upgraded its full-year earnings guidance for the fiscal year ending March 2026, following a sharp spike in demand for surface mount technology equipment. The company now projects consolidated net sales of ¥183 billion and a net profit of ¥24.4 billion, representing upward revisions of 10.9% and 38.6% respectively. This performance is driven by a massive acceleration in capital investment from Asian manufacturers scaling up production for high-performance AI servers.
The demand surge, peaking in the third quarter of 2026, highlights a critical expansion phase for the AI hardware supply chain. Fuji Corporation is capturing this growth through its specialized robotic solutions, such as the NXTR platform, which handle the high-density mounting required in advanced server components. These figures signal sustained momentum in the semiconductor sector as global vendors race to build out the physical infrastructure for next-generation data centers and high-performance computing.
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