THine Electronics, Inc. <6769> gapped up to hit new highs. While buying in semiconductor-related stocks remains active in Tokyo on AI data center and defense demand, investment funds are shifting toward niche optical-related names. THine Electronics, a leading optical semiconductor firm with a market cap of approximately 13 billion yen, faces growing expectations for a valuation rerating. As massive power consumption and heat generation become bottlenecks for AI data center expansion, attention has shifted to DSP-less optical semiconductors. These chips use analog technology for signal restoration rather than digital processing. Since data center internal communications do not strictly require digital methods, DSP-less semiconductors address urgent efficiency challenges with significantly lower power consumption, driving the surge in THine Electronics.

JTEC CORPORATION <3446> gained for a third straight session. In the US market, persistent buying in AI infrastructure stocks led the Philadelphia Semiconductor Index (SOX) to a 15-session winning streak. With the index at record highs, foreign investors with high risk appetite are targeting Tokyo-listed semiconductor and peripheral stocks. Capital is flowing into niche optoelectronics firms capturing opportunities in AI and defense. JTEC attracts interest due to its ultra-high-precision X-ray mirrors and proprietary polishing technologies, such as plasma-assisted polishing and catalysis-based etching, aligning with investor demand for next-generation infrastructure.

OBIC Co.,Ltd. <4684> rebounded sharply. After the market close on April 21, the company reported consolidated results for the fiscal year ended March 2026, with revenue reaching 135.209 billion yen (up 11.5%) and operating profit at 88.823 billion yen (up 13.3%). Performance was driven by digitalization demand for its flagship OBIC7 Series software. For the fiscal year ending March 2027, OBIC projects revenue of 148.7 billion yen (up 10.0%) and operating profit of 98 billion yen (up 10.3%), maintaining its record-breaking growth trend. The company held its increasing dividend forecast at 94 yen (versus 84 yen previously) and announced a share buyback of up to 10,000,000 shares (2.3% of outstanding shares) or 50 billion yen, effective April 22 through March 2027.

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Source: MINKABU PRESS

*Translated by generative AI. Click here for the original article.