ULVAC (6728) Analyst Day 2025 summary

Growth strategy and business portfolio

• Focus on semiconductors and electronics, aiming to create new businesses through synergies and M&A, targeting a ¥110 billion increase in consolidated net sales by FY31/6.

• Expansion of business scale in electronic devices to over ¥100 billion, driven by packaging business revitalization and power device investment recovery.

• Plans to expand customer base and business negotiations by approximately 2x by FY31/6.

Semiconductor process and technology roadmap

• Anticipates significant structural changes in semiconductor devices through FY31/6, with increased patterning steps and new materials expanding opportunities for core PVD deposition processes.

• Hard mask process expansion with over 300 units ordered, projecting over 2x growth and spillover to other processes.

• Strengthening advanced semiconductor device development via new research centers and participation in Imec program.

Market share and customer strategy

• Aims to secure market share in hard mask and metal wiring processes, leveraging stress control and low-particle deposition technologies.

• Targets orders of ¥100 billion or more in semiconductors by FY31/6, with a focus on DRAM, NAND, and logic, and doubling the number of important customer PORs.

• Accelerated joint development with leading Korean manufacturers to expand memory process offerings.