Added to YB: 2026-03-06
Pitch date: 2026-03-04
6855.T [bullish]
Japan Electronic Materials Corporation
Author Info
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Company Info
Japan Electronic Materials Corporation, together with its subsidiaries, develops, manufactures, and sells semiconductor inspection and electron tube parts in Japan, rest of Asia, North America, and Europe.
Market Cap
JPY 96.6B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
11.08
P/E
19.83
EV/Sales
3.01
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Walden 3 Research | February Portfolio New Position: Japan Electronic Materials Corporation
6855.T (new position): Memory-focused probe card maker, HBM cards command $100k-$200k vs $30k-$50k standard DRAM (3-4x ASP uplift). HBM4 ramp at SK Hynix/Samsung doubles I/O to 2,048, drives test complexity. Q4: 70% rev growth, 3x op profit growth. 12.8x P/E w/ ¥15.4B net cash despite +422% 5yr run. 'Known Good Die' testing = high recurring demand as HBM scales.
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