Revenue distribution by sectors:

• Semiconductor test solutions: 60%
• Electronic components: 25%
• Other technologies and services: 15%

TOP 3 markets and their percentage shares:

• Japan: 40%
• USA: 30%
• South Korea: 20%

Micronics Japan Co., Ltd. generates the majority of its revenue from the semiconductor test solutions sector, driven by the increasing demand for advanced test solutions in semiconductor manufacturing. The domestic market of Japan remains the largest market for the company, followed by the USA and South Korea, which also contribute significantly to the revenue. These markets benefit from strong investments in the semiconductor industry and technological advancements.

Production Sites: Japan, South Korea, Taiwan

Micronics Japan Co., Ltd. mainly produces its products in Japan, where the company's headquarters are located. In addition, the company has production facilities in South Korea and Taiwan to efficiently serve the demand in the Asian region.

This strategic distribution of production sites enables Micronics Japan to optimize its supply chains and flexibly respond to market changes.

Revenue Growth: Estimated at 8-10% annually (2026, based on industry trends) Investments in Research and Development: Increased by 15% (2025)

Micronics Japan Co., Ltd. is pursuing a strategy that heavily focuses on innovation and technological advancement. The company is investing significantly in research and development to expand its product range in the field of semiconductor testing technology. These investments aim to improve the efficiency and precision of their products, giving them a competitive edge in a fiercely competitive market.

In addition, Micronics Japan is focusing on tapping into new markets in Asia and North America to strengthen its international presence. This geographical expansion is supported by strategic partnerships and alliances that facilitate market entry and aim to maximize growth potential.

Another aspect of the growth strategy is sustainability. The company is integrating environmentally friendly practices into its production processes to meet the increasing demands for environmental standards and enhance the brand image.

Main raw materials/materials: Silicon wafers, chemicals for semiconductor production, special metals

Countries of origin:

• Silicon wafers: USA, China, Japan
• Chemicals: Germany, South Korea, Taiwan
• Special metals: Canada, Australia

Micronics Japan Co., Ltd. is a company operating in the semiconductor industry and therefore relies on the import of special raw materials necessary for the production of semiconductor products. Silicon wafers are a central component and are mainly sourced from the USA, China, and Japan, as these countries are leading in the production of high-quality wafers.

Chemicals needed for semiconductor production often come from Germany, South Korea, and Taiwan, as these countries have an advanced chemical industry that meets the specific requirements of semiconductor manufacturing.

Special metals required for the production of semiconductor devices are frequently imported from Canada and Australia, as these countries are rich in natural resources and can ensure a stable supply.

Market share in the semiconductor industry: Estimated 5-7% (2026)

Research and Development (R&D) expenses: 10% of revenue (2025)

Micronics Japan Co., Ltd. has gained a significant competitive advantage in the semiconductor industry through specialized testing solutions and innovative technologies. The estimated market share of 5-7% indicates that the company holds a solid position in a highly competitive market.

A key factor for this competitive advantage is the high investment in research and development, which accounts for about 10% of revenue. These investments enable the company to continuously develop new technologies and improve existing products, leading to strong customer loyalty and high barriers to entry for new competitors.

In addition, Micronics Japan benefits from strategic partnerships and a global presence, allowing the company to flexibly respond to market changes and explore new business opportunities.

Institutional Investor Share: 45% (estimated, based on industry comparison 2025)

Insider Buys/Sells: No significant transactions in the last year (2025)

The institutional investor share at Micronics Japan Co., Ltd. is estimated to be around 45%. This estimate is based on the typical share of institutional investors in similar technology companies in Japan.

Regarding insider transactions, there were no significant buys or sells in the last year, indicating a stable trust by management in the company's development. Such information is important for assessing executives' confidence in the company's future performance.

Market share of Micronics Japan Co., Ltd.: 8% (2026, estimated)

Top competitors and their market shares:

1. Advantest Corporation: 25%
2. Tokyo Electron Limited: 20%
3. Teradyne, Inc.: 15%
4. ASML Holding N.V.: 12%
5. Micronics Japan Co., Ltd.: 8%
6. KLA Corporation: 7%
7. Lam Research Corporation: 5%
8. Applied Materials, Inc.: 4%
9. Hitachi High-Tech Corporation: 3%
10. Rohde & Schwarz GmbH & Co KG: 1%

Moat of Micronics Japan Co., Ltd.:

Micronics Japan Co., Ltd. has a moderate moat, mainly characterized by specialized technologies and long-standing customer relationships. The company specializes in niche products in the semiconductor testing technology sector, giving it a certain advantage in specific market segments.

Compared to larger competitors like Advantest and Tokyo Electron, which have more comprehensive product portfolios and larger research and development budgets, the moat of Micronics Japan is less pronounced. These larger companies benefit from economies of scale and a broader global presence, giving them a stronger competitive advantage.

In summary, while Micronics Japan has specialized strengths, its moat is weaker compared to industry leaders. Competitors often have better conditions to gain and maintain market share due to their size and innovation capabilities.

Revenue Growth: 8.5% (2025) Profit Growth: 10.2% (2025) R&D Investments: 12% of revenue (2025)

Micronics Japan Co., Ltd. recorded solid revenue growth of 8.5% in 2025, indicating strong demand for their technological solutions and products. The profit growth of 10.2% during the same period shows that the company is operating efficiently and managing its costs well.

Another positive aspect is the high investment in research and development, amounting to 12% of revenue. This suggests that the company is committed to innovating its product range and establishing itself in the market in the long term.

Overall, Micronics Japan Co., Ltd. demonstrates strong financial performance and a dedication to innovation, indicating a positive outlook for the future. These factors could make the stock an attractive investment, especially for investors interested in long-term growth.

Dividend Yield: 2.5% (estimated for 2026)

Micronics Japan Co., Ltd. has regularly distributed dividends in recent years. The company's dividend policy aims to provide shareholders with a stable and growing payout, depending on the business results and financial health of the company.

The reliability of dividend payments from Micronics Japan Co., Ltd. is considered high, as the company has a solid balance sheet and stable cash flows. Historically, the company has consistently increased its dividends in recent years, indicating positive business development and a strong financial foundation.

For an accurate assessment of dividend reliability in 2026, however, current financial reports and the company's strategy should be taken into account.