TSE:6525Semiconductor
Kokusai Electric (TSE:6525) Eyes DRAM Growth with Generative AI and Advanced Packaging Expansion
Kokusai Electric (TSE:6525) has recently reported a remarkable 47% increase in revenue, driven by strong sales in DRAM and logic/foundry equipment, as highlighted by CFO Yoshitaka Kawakami. The company's strategic investments in R&D, including the new Tonami plant, position it well for future growth, particularly in the burgeoning generative AI sector. This report delves into key areas such as financial performance, strategic challenges, growth opportunities in advanced packaging, and...