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TMH surges to daily limit with buy-only orders, speculation rises on semiconductor-related laggard status and emergence of Simplex as major shareholder

Mon May 25, 2026 2:10 pm JST Catalyst

TMH <280A> shares attracted heavy buy orders, locked at their daily limit-up of 400 yen to 2,320 yen. With the generative AI market expanding rapidly and supply struggling to keep pace, upgrading semiconductor infrastructure like AI datacenters has become an urgent global priority. The company, which sells and repairs parts for semiconductor manufacturing equipment, has emerged as a fresh target for massive investment inflows. Its business model is drawing keen attention, driven by its proprietary cross-border e-commerce platform specializing in semiconductors.

On May 19, Simplex Asset Management emerged as a major shareholder with a combined 16.01% stake. The investment purpose is stated as "pure investment" rather than activism, fueling speculation over further upside in the stock price.

Source: MINKABU PRESS

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

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