3 brands of semiconductor manufacturing equipment that are late! Equipment sales in '24 are expected to reverse, generating demand tailwinds for AI and EVs　

◆ $Kokusai Electric(6525.JP)$
Hitachi Kokusai Electric's semiconductor manufacturing equipment business was the predecessor, and it was established in 2018 after an acquisition by US KKR. It was newly listed on the Tokyo Stock Exchange Prime Market on 23/10/25. $SoftBank(9434.JP)$It became the first major IPO since then, and the initial price on the first day exceeded the public price by about 28%. It is the world leader in market share for batch ALD film deposition equipment capable of forming dozens or more wafers at once (year 22). Rice in the same industry in '19 $Applied Materials(AMAT.US)$A takeover by was agreed upon, but there is a history where approval from the authorities was not obtained over the antitrust law and the dispute was broken. Consolidated sales and profit for the fiscal year ending 2014/3 are expected to decrease. $Taiwan Semiconductor(TSM.US)$A new service base was established in Kumamoto prefecture in line with the expansion of. KKR holds approximately 44% of the shares, and Applied Materials holds approximately 15%.

◆ $Tokyo Seimitsu(7729.JP)$
It is the world's top level probing machine for inspecting good and defective semiconductor chips. We also handle dicing machines (devices that cut wafers) and polish grinders (devices that thin wafers and remove damage) used in semiconductor assembly processes. 77% of consolidated sales for the fiscal year ending 23/3 is semiconductor manufacturing equipment, and the remaining 23% is measuring equipment. The fiscal year 23 interim consolidated financial results showed a decrease in sales and profit compared to the same period last year, but they ended up exceeding expectations, and the full-year earnings forecast was revised upward.

◆ $Ebara(6361.JP)$
My ancestor is an industrial machinery manufacturer that manufactures pumps. We handle cooling and heating machines, blowers, environmental plants, semiconductor-related devices, etc. “CMP equipment,” which polishes semiconductor wafers, has the 2nd largest market share in the world. The cumulative number of units shipped has reached 3000 units. $Taiwan Semiconductor(TSM.US)$It has been awarded multiple times as an excellent supplier by This equipment is mainly produced at factories in Kumamoto prefecture, and a new plant will be added by the end of '24, and production capacity will be increased 1.5 times. Consolidated sales and profit for the fiscal year ending 23/12 are expected to increase.