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SUMCO Corporation

Sumco Corporation engages in the manufacture and sale of silicon wafers for the semiconductor industry in Japan, the United States, China, Taiwan, South Korea, Europe, and internationally. It offers polished, annealed, epitaxial, junction isolated, silicon-on-insulator, and reclaimed polished wafers, as well as provides monocrystalline ingots. The company was formerly known as Sumitomo Mitsubishi Silicon Corp. and changed its name to Sumco Corporation in August 2005. The company was incorporated in 1999 and is headquartered in Minato, Japan.

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Critical Materials & Supply Chain▼

SUMCO posts operating loss of 6.3 billion yen in first half of fiscal 2026 as higher costs outweigh shipment growth

SUMCO booked an operating loss of 6.3 billion yen in the first half of the fiscal year ending December 2026. Revenue rose 4.7 percent year on year to 215 billion yen, but cost of sales increased by 25 billion yen, pushing gross profit down to 21.9 billion yen from 37.3 billion yen a year earlier. Shipments of 300-millimeter silicon wafers for AI and data centers grew sharply, yet costs and depreciation weighed on earnings. The company reported an ordinary loss of 12.1 billion yen and a net loss attributable to owners of the parent of 12.8 billion yen. For the first nine months of fiscal 2026, SUMCO expects an operating loss of 6.3 billion yen and a net loss of 12.8 billion yen, roughly in line with the first half, and projects results to break even in the July-to-September quarter.
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SUMCO forecasts 12.8 billion yen net loss for January–September period

SUMCO announced a forecast for a consolidated net loss of 12.8 billion yen for the January–September period of 2026. The loss widens from a net loss of 900 million yen in the same period a year earlier. Depreciation costs associated with large-scale capital investment are a drag, with cumulative depreciation expected to increase by 16.4 billion yen year-on-year to 94 billion yen, which cannot be fully offset by improvements in sales and production or by currency effects. While demand for advanced 300-millimeter silicon wafers for AI remains strong, profitability is not expected to improve, with an operating loss of 6.3 billion yen and revenue of 333 billion yen projected. Full-year guidance has not been disclosed, and the average net loss forecast among 16 analysts compiled by IBES stands at 17.9 billion yen.
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World’s top share but the stock won’t rise? The trap in picking semiconductor stocks: degree of specialization and contribution

In the semiconductor value chain, Japanese companies hold overwhelming global shares in materials, back-end processes, and electronic components. But former institutional investor Ryosuke Izumida points out that for equity investment, it is essential to analyze the degree of specialization and contribution—assessing how much a company’s semiconductor-related business contributes to its overall performance. Shin-Etsu Chemical leads the world in silicon wafers, with SUMCO in second place. Tokyo Ohka Kogyo is number one in photoresists. Ajinomoto Build-up Film holds about 95 percent of the global market for insulation film. Murata Manufacturing commands roughly 70 percent of MLCCs for AI servers. Japanese firms boast high technical capabilities. However, at highly diversified companies like Mitsui Chemicals and Mitsubishi Electric, expanding semiconductor demand may have only a limited impact on overall earnings and stock prices. In contrast, highly specialized firms such as SUMCO and Tokyo Ohka Kogyo tend to reflect the industry’s strength more directly. Izumida stresses the importance of bottom-up research—digging into earnings reports and briefing materials to gauge the contribution of semiconductor and AI-related businesses.
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