SUMCO Corp

3436: XTKS (JPN)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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Sumco Earnings: Guidance Remains Weak, but Outlook Is Strong; Raising Fair Value Estimate

Phelix Lee

Feb 11, 2026

Sumco guides March-quarter guidance with revenue down 5% sequentially at JPY 100 billion and its operating loss widening to JPY 6 billion, despite mentioning a favorable outlook for 300mm wafers driven by artificial intelligence.

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SUMCO Corp

Sumco Earnings: Guidance Remains Weak, but Outlook Is Strong; Raising Fair Value Estimate

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