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Rohm forecasts profit increase to 10 billion yen on automotive power semiconductor recovery
Wednesday, February 4, 2026 at 10:21 AM
Rohm expects its net profit to rise to 10 billion yen for the fiscal year ending March 2026, driven by a recovery in the automotive power semiconductor market.
Context
ROHM has raised its net profit forecast to 10 billion yen for the fiscal year ending March 2026, signaling a definitive recovery in the automotive power semiconductor market. This upward revision follows a challenging period of production adjustments and soft demand in the electric vehicle (EV) sector. The primary driver is the resurgent global need for high-efficiency SiC (silicon carbide) power devices, which are critical for the next generation of EV powertrains and power management systems.
The improved outlook for ROHM provides a positive read-through for industry peers like Renesas, which holds a dominant share in the global automotive chip market. As car manufacturers increase the semiconductor content per vehicle for advanced safety and software-defined architectures, the sector is entering a new cyclical upswing. This shift underscores a broader stabilization of the Japanese semiconductor supply chain, with sustained growth in high-power electronics expected through 2026 and beyond.
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