【Yokowo】Investment to Expand Production Capacity of Semiconductor Inspection Probes | June 2026

Investment Overview

Yokowo is planning to invest approximately 7.6 billion yen from June 2026 to March 2031 to expand production capacity of core components of semiconductor inspection probes. The investment will mainly involve facility additions and land acquisition at sites in Japan, Malaysia, and Vietnam to establish a stable supply system in response to growing demand. In the first phase, approximately 3.8 billion yen will be allocated by the fiscal year ending March 2029, with plans to proceed with land leasing, construction of buildings, and equipment installation.

Future Outlook and Corporate Strategy

This investment is driven by the expanding demand for high-performance semiconductors used in AI generation and data centers, aiming to strengthen competitiveness for inspection needs. The impact on financial performance in the fiscal year ending March 2027 is expected to be minor, but from the fiscal year ending March 2028 onward, sales are projected to grow due to increased production effects. The plans will be adjusted as needed based on the progress of investment and market conditions.