Presentation Transcripts

Latest Update : Aug.23, 2021

Back to Financial Results (FY3/2022)

Investor Conference Call for 1Q FY 3/2022 held on August 4, 2021

For analog semiconductors, we have posted the presentation file for the semiconductor business briefing we recently had for sell-side analysts on our website. If you haven't seen it, please take a look.

Roughly speaking, I believe that analog semiconductors have grown into a business that could generate 10 billion yen in operating income in a fiscal half. That doesn't mean that they would generate 20 billion yen this fiscal year though. We expect fiscal-half expenses increase of approximately 1.5 billion yen in total, related to the factory we recently acquired in Yasu which will be consolidated into our company on October 1, and also related to the hiring of about 60 engineers in Gunma and Gifu. Since the business won't contribute to our bottom line until the second half of the next fiscal year, annual operating income should hover around 18 billion yen until then.

There's a new development I would like to share with you. Our application for a subsidy filed with the Japanese government has been approved, and we will be receiving 4 billion yen. We will follow the national policy and aim to become a more competitive semiconductor manufacturer as soon as possible.

18page (total 34pages)

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