TSE:5333Machinery
NGK Insulators (TSE:5333) Deepens US AI Chip Exposure With ¥8.96b Capacity Push – What's Changed
NGK Insulators recently approved an ¥8.96 billion investment in its U.S. subsidiary FM Industries to lift semiconductor manufacturing equipment component capacity by about 20%, with expanded production targeted from January 2027.
By scaling FM Industries’ Arizona facilities to support rising semiconductor demand linked to AI applications, NGK is deepening its exposure to higher-value technology supply chains.
Next, we’ll examine how this sizeable semiconductor capacity expansion shapes NGK...