Key Facts
• July 29, 2025: Advantest revised its FY2026 operating profit forecast to ¥300 billion.
• Previous forecast was ¥242 billion, marking a 31.5% year-on-year increase.
• AI-related semiconductor complexity and demand drive high inspection equipment needs.
• Companies entering AI semiconductor markets contribute to increased demand.
• Revenue forecast raised from ¥755 billion to ¥835 billion, a 7.1% increase.
• FY2025 SoC inspection equipment market size forecast revised upward.
• H2 2025: Transition to next-gen devices expected; demand to accelerate in FY2026.
• Exchange rate assumptions: $1 = ¥142, €1 = ¥157.
• Q1 FY2025 revenue rose 90.1% YoY to ¥263.7 billion; operating profit quadrupled to ¥123.9 billion.
• Both revenue and profit hit record highs for Q1.
Summary
Advantest has raised its FY2026 operating profit forecast to ¥300 billion, a 31.5% increase from the previous year, driven by growing demand for AI-related semiconductors and inspection equipment. The company also revised its revenue forecast to ¥835 billion, up 7.1%. Increased market participation in AI semiconductors and the transition to next-generation devices are expected to further boost demand, particularly in FY2026. Q1 FY2025 results showed record-breaking revenue and profit, with revenue up 90.1% and operating profit quadrupling year-on-year. Exchange rate assumptions for the fiscal year are $1 = ¥142 and €1 = ¥157.
