ULVAC (6728) Analyst Day 2024 summary

Market trends and growth outlook

• Generative AI is driving expansion in the semiconductors and electronics sector, with global AI semiconductor market demand forecasted to grow at a CAGR of 53.3% through 2030.

• Data center power consumption is expected to be reduced to 1/20, reflecting efficiency improvements.

• Long-term order targets for the semiconductor and packaging business aim for approximately 2.5x growth by FY30/6 compared to FY25/6 plan.

Technology and product development

• Focus on semiconductor miniaturization, adoption of HBM, new materials, and new structures to meet AI semiconductor requirements.

• Maximizing PVD coverage and leveraging FPD technologies to expand business opportunities.

• Successful entry into the logic market, with customer base expanding from advanced EUV to legacy DUV processes.

• PVD hardmask technology offers advantages over conventional CVD, including low temperature deposition, high-density film, and minimal gas emissions.

Equipment innovation and sustainability

• Introduction of the ENTRON-EXX platform simplifies plug-in connections, reduces relocation time by 50%, and enhances software extensibility.

• ENTRON-EXX designed for sustainability, with 20% lower standby power consumption and up to 10% reduction in cleanroom floor space.

• Sputtering target recycling program is under consideration to further reduce environmental impact.