AIMECHATEC, Ltd.

6227.T
Electronic Components
2026/07/09 Updated
Market Cap: $656.0M (¥106.7B)
Stock Price: $34.87 (¥5,670)
Exchange Rate: 1 USD = ¥162.60

Notice of Large Orders from Major Semiconductor-Related Manufacturers

Approximately ¥18 billion in wafer handling systems ordered from two major overseas semiconductor manufacturers. Revenue recognition expected in the fiscal year ending June 2027 and the fiscal year ending June 2028. The current-year revenue is expected to be incorporated into the consolidated earnings forecast to be announced on August 7, 2026. No foreign exchange impact.

Importance:
Page Updated: July 9, 2026
IR Disclosure Date: July 9, 2026

Key Figures

  • Order value: About ¥18,000,000,000
  • Timing of revenue recognition: Fiscal year ending June 2027, Fiscal year ending June 2028
  • Foreign exchange impact: Unknown (exchange rate disclosed)

AI要約

Overview of the orders

The Company has secured wafer handling system orders from two overseas major semiconductor-related manufacturers. The ordered products are bonders and debonders, forming critical steps in the semiconductor manufacturing process as thinning and stacking advance. Proposals leveraging long-standing provisional bonding technology and cleaning process technology were evaluated favorably, with stable quality and yield improvements cited as the drivers of the orders.

Financial impact and outlook

The order value is about ¥18 billion, and revenue will be recognized in a split manner across the fiscal years ending June 2027 and June 2028. The current-year revenue outlook is expected to be incorporated into the consolidated earnings forecast for the fiscal year ending June 2027, and any adjustments due to delivery timing will be promptly disclosed. No foreign exchange impact is anticipated.

AI Mechatronics Co., Ltd.

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