Added to YB: 2026-01-14
Pitch date: 2026-01-06
6525.T [bullish]
Kokusai Electric Corporation
+41.18%
current return
Author Info
No bio for this author
Company Info
Kokusai Electric Corporation engages in the development, manufacture, sale, repair, and maintenance of semiconductor manufacturing equipment worldwide.
Market Cap
N/A
Pitch Price
JPY 6.2K
Price Target
7.5K (-14%)
Dividend
N/A
EV/EBITDA
N/A
P/E
N/A
EV/Sales
N/A
Sector
Semiconductors and Semiconductor Equipment
Category
value
Kokusai Electric (6525): The ALD-Batch Leader in the Angstrom Era
6525.T: Semiconductor equipment maker w/ dominant 70% market share in Batch ALD for 3D NAND production. Beat Q1 by 33% on China pull-in but cut FY2026 guidance 21% on NAND equipment delays. Physics-based moat strengthens as NAND scales to 300+ layers. KKR overhang suppressing valuation.
Read full article (21 min)