To Our Shareholders & Investors

To Our Shareholders & Investors (June 2025)

We would like to express our sincere and heartfelt appreciation to all our shareholders for your understanding and support for our business activities.

It has been one year since I assumed the position of Representative Director. With the conclusion of the 34th fiscal term under the new executive leadership, I would like to take this opportunity to report on the current status of Tomen Devices Group.

In the electronics industry, demand for some general servers, storage, PCs, smartphones, and other products increased with the growth of AI-related and other demand and progress in inventory adjustment. However, the momentum has remained insufficient for a full-scale market recovery. Meanwhile, in the in-car product market, there was an increase in the number of semiconductors used in cars, chiefly due to ADAS, autonomous driving, electrification, and the shift to integrated driver consoles.

In these circumstances, the Tomen Devices Group posted net sales of 421,671 million yen (up 13.8% year on year) due to an increase in sales of products for servers and storage and products for automotive applications, as well as the upward trend in prices of memory products, which are its mainstay products, in the second quarter of the fiscal year under review. Operating profit stood at 10,169 million yen (up 7.3% year on year), ordinary profit was 7,377 million yen (up 18.9% year on year), and profit attributed to owners of parent was 5,588 million yen (up 166.6% year on year).

Meanwhile, year-end dividends of 300 yen per share were approved at the 34th Ordinary General Meeting of Shareholders.

This year, we continue to face a highly uncertain business environment, primarily due to prevailing U.S. trade policy trends. As we enter the final year of our medium-term management plan, we will summarize our efforts thus far and outline our future growth strategy. In particular, we will strengthen our response to sustainability challenges, a key theme of our management plan, and work together across the company to achieve our goals and create a sustainable society.

We respectfully ask our shareholders for their continued support and encouragement in the future.