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FUSO CHEMICAL rebounds on strong outlook for advanced semiconductor abrasives

Thu Jun 11, 2026 1:07 pm JST Catalyst

FUSO CHEMICAL CO.,LTD. <4368> shares reversed course to trade higher for the first time in six sessions. Following a period of sustained selling, buying interest returned to some semiconductor-related stocks today on rebound expectations, with dip-buying in FUSO CHEMICAL prevailing as near-term pressure appeared to have run its course.

While globally recognized for fruit acids like malic and citric acid, market attention focuses on its "ultra-high-purity colloidal silica," an indispensable material for semiconductor wafer polishing where FUSO CHEMICAL holds a dominant niche position globally. The product serves as a key raw material in final polishing (CMP) slurry, a critical step in chip manufacturing, and commands robust demand. It is essential for semiconductor miniaturization requiring nano-level precision and has captured strong demand from the AI segment, driven by growing needs for 3D stacking technologies. The company's earnings have entered a rapid growth phase; for the year ending March 2027, FUSO CHEMICAL projects net sales of 85.8 billion yen, up 12% year-on-year, and operating profit of 24.3 billion yen, up 29% year-on-year, both record highs. Its high profit margins within the chemicals sector are also drawing investment capital.

Source: MINKABU PRESS

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