OXIDE Corporation

6521.T
Electronic Components
2026/08/19 Updated
Market Cap: $231.6M (¥36.7B)
Stock Price: $19.97 (¥3,165)
Exchange Rate: 1 USD = ¥158.48

Notice regarding capital investment to increase production of Faraday rotors used in data centers

To enhance Faraday rotor production capacity, investment will be made at the 6th factory. Investment amount is 1,455 million yen; operating start is planned for the second half of the fiscal year ending February 2027; impact on consolidated performance for the year ending February 2027 is expected to be minor.

Importance:
Page Updated: August 19, 2026
IR Disclosure Date: August 19, 2026

Key Figures

  • Acquisition cost: 1,455 百万円
  • Commencement of operation: 2027 年 2 月期下半期中(予定)
  • Impact: 2027年2月期連結業績へ軽微

AI要約

Purpose and background of the investment

This investment aims to increase Faraday rotor production capacity in response to the growth of the data center optical communication market driven by the spread of generative AI. Faraday rotors are core components of optical isolators and contribute to the stability and reliability of high-speed, large-capacity communications between and within data centers. By leveraging many years of single-crystal growth technology, the supply capacity will be expanded to meet rising demand.

Investment details and outlook

The asset will be installed at the 6th factory (Kita-Kemuri City, Yamanashi Prefecture) as production equipment, with acquisition cost of 1,455 million yen. Start of operation is planned for the second half of the fiscal year ending February 2027. The impact on future performance is expected to be minor for the consolidated results for the fiscal year ending February 2027, and no revisions to the currently disclosed earnings guidance have been made at this time.

This page uses AI to summarize IR materials from TDnet. Please refer to the original document for investment decisions.

Oxiside, Ltd.

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