News
Fujimi Incorporated reports 7% net profit growth driven by AI chip demand
Tuesday, February 3, 2026 at 09:46 AM
Fujimi Incorporated reported a 7% increase in net profit for the April-December period, driven by rising demand for polishing materials used in AI-related semiconductor manufacturing.
Context
Fujimi Incorporated reported a 7% increase in net profit to ¥7.77 billion for the nine-month period ending December 2025. Released on February 3, 2026, the latest financial results show a 9.9% rise in net sales to ¥51.45 billion. This performance underscores a successful capture of the rebounding semiconductor market, specifically within high-performance sectors.
The earnings surge was primarily driven by intense demand for advanced Chemical Mechanical Polishing (CMP) slurries used in AI-specific logic chips and high-bandwidth memory. As chipmakers adopt increasingly complex architectures, Fujimi’s precision abrasives have become indispensable for achieving the extreme surface flatness required in miniaturized circuitry. Ordinary profit jumped 10.1% to ¥10.66 billion, already reaching 83.6% of the company’s full-year forecast.
By serving as a vital link in the generative AI supply chain, Fujimi is effectively mitigating weaker demand in traditional consumer electronics like smartphones. Its dominant position in specialized polishing materials for next-generation hardware continues to provide a high-margin buffer against broader market volatility as the fiscal year concludes in March 2026.
Related Companies
Fujimi
5384