JTEC CORPORATION Q4 FY2026 earnings call

• NVIDIA Q4 2026 Operational and Financial Results:
  • NVIDIA released its Q4 (November 2025 to January 2026) earnings on February 25 US Pacific Time (early morning February 26 Japan Time), with both top-line and bottom-line results exceeding market expectations.
• J-Tec Corporation (3446) Operational Highlights:
  • Holds an overwhelming market share in the high-precision X-ray mirror market, and is currently advancing Phase 2 of its long-term growth strategy focused on next-generation semiconductor processing equipment. The company recently reported revenue growth and significant profit improvement in its 2nd quarter.
• Nippon Micronics (6871) Operational Highlights:
  • Provides a full range of semiconductor-related inspection and measurement solutions including probe cards and testers. The expanded production capacity from the new building at its Aomori Plant has supported strong performance of its probe card business. The firm recently reported full-year results that came in above guidance, with 26.1% year-over-year revenue growth and over 30% year-over-year operating profit growth.
• RS Technologies (3445) Operational Highlights:
  • Produces high-flatness wafers using eleven-9 (99.999999999%) purity silicon for its prime wafer business, which it entered in 2018 via a joint venture with China's Grinm that established consolidated subsidiary Gritek. The firm recently achieved record-high revenue, operating profit, and ordinary income, driven by strong performance of its regenerated wafer business.
• Toho Chemical Industry (4409) Operational Highlights:
  • A diversified chemical manufacturer that offers high-functionality products including resist chemicals used in manufacturing semiconductors and LCD electronic devices. In its first half, operating income was flat year-over-year, but the company expects a recovery in the second half once temporary negative factors resolve, and targets full-year operating profit exceeding 2 billion yen (0.2 billion yen converted per rules) for the first time in six years.

This transcript only provides full top-level financial results for NVIDIA's Q4 (November 2025 to January 2026), and does not contain segment-level financial performance data with absolute values or revenue contribution percentages. NVIDIA's aggregate Q4 results: total revenue was $68.127 billion, a 73% increase year-over-year; net income was $42.96 billion, a 94% increase year-over-year. For the featured Japanese semiconductor-related firms, only business segment descriptions are provided with no segment-level financial data: 1. J-Tec Corporation (3446): Operates four business segments: Optical Business, Equipment Development Business, Life Science Business, and subsidiary Electronic Science Co., Ltd. Business. 2. Nippon Micronics (6871): Operates semiconductor inspection/measurement solution business including probe cards and testers. 3. RS Technologies (3445): Operates three business segments: Wafer Regeneration Business, Prime Wafer Business, and Semiconductor-related Equipment & Materials Business. 4. Toho Chemical Industry (4409): Operates four main product segments: surfactants, resins, chemical products, and specialty chemicals.

• NVIDIA provided Q1 (February 2026 to April 2026) revenue guidance of $78 billion, representing 77% year-over-year growth, which also exceeded market expectations.

• Broader Market Risk Related to High Growth Valuations:
  • Recent market concerns around "the death of SaaS" and "AI threat theory" have led to large broad-based stock price declines across SaaS software firms, SIers, and IT consulting firms. The core of this market pressure is newfound investor doubt over the medium- and long-term growth assumptions that supported previously accepted high PER valuations.
• Short-Term Trading Risk:
  • While NVIDIA's better-than-expected earnings may act as a catalyst for short-term rebound buying in heavily depressed software/IT stocks, investors are warned against the naive assumption that large price declines will automatically lead to equally large rebounds.
• General Investment Disclaimer:
  • All investment decisions based on the content of this transcript must be made at the investor's own discretion, and the publisher and author accept no responsibility for any investment outcomes. The content does not constitute a recommendation to invest in any specific listed stock.

No question and answer section is included in the provided transcript.