macro

Tomen Devices: memory prices drive sharp half-year sales growth, but risks remain

Tomen Devices reported H1 FY2026 sales up 223.3% and net profit up 425.5%. The company raised its forecast but flags supply and demand risks.

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what happened

According to TradingView, Tomen Devices' sales for the first half of fiscal 2026 rose 223.3% year on year, while net profit climbed 425.5%. The main driver was higher memory prices.

The company revised its fiscal 2026 forecast and now expects sales of ¥1,400bn. However, supply constraints remain, and price increases could still weigh on buyer demand.

why it matters

For markets, the key point is that profit growth rests on memory pricing rather than higher volumes. The durability of these results will depend on how chip prices and demand develop from here.

market impact

Memory makers and chip distributors: higher prices support revenue, but demand risks remain

tags

instruments

Tomen DevicesПамять DRAM/NANDПолупроводники

sources

  1. Tomen Devices: Memory pricing drove sharp H1 growth, but supply and demand risks cloud the outlook — TradingView, 28 October 2026 at 05:53 UTC

prepared by the newsmetry newsroom with ai assistance from the sources listed below. not investment advice.

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