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Mitsui Kinzoku raises full-year guidance amid semiconductor material demand
Friday, February 13, 2026 at 07:57 AM
Mitsui Kinzoku has increased its full-year earnings forecast for the second time, reflecting strong performance in its materials businesses supporting the semiconductor industry.
Context
Mitsui Kinzoku has raised its full-year guidance for the third time this fiscal year, citing explosive demand for high-end semiconductor materials. The upward revision, announced alongside its Q3 FY2025 results on February 13, 2026, is primarily driven by the Engineered Materials segment. Specifically, the company is seeing a surge in orders for its MicroThin and VSP (Very Low Profile) copper foils, which are critical for the manufacturing of high-performance AI servers and high-speed communication infrastructure.
The company now forecasts a record-breaking full-year operating income of 117.0 billion yen, a 50% increase from its previous estimate of 78.0 billion yen. Net sales guidance was also boosted to 750.0 billion yen, while net income is expected to reach 77.0 billion yen. This performance highlights Mitsui Kinzoku’s pivotal role in the AI supply chain, as it benefits from the global build-out of data center capacity and the shift toward advanced semiconductor packaging.
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