3436 Share Price Performance
JP¥0
-949.10 (-100.00%)
Price JP¥0
Fair ValueJP¥1,721.88
Share Pricen/a
Narrative Update • May 25
Sumco Corporation Stock Price
- 3 Narratives written by author
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- 2 Fair Values set on narratives written by author
3436 Community Narratives
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Fair Value
·Fair Value JP¥1.72k 134.7% overvalued intrinsic discount
Dividend Decisions And Financial Forecasts Will Shape Industry Positioning Ahead
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Fair Value
·Fair Value JP¥1.05k 284.9% overvalued intrinsic discount
Supply Chain Decoupling Will Cap Wafer Sales With Minimal Recovery
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Fair Value
·Fair Value JP¥4.07k 0.7% undervalued intrinsic discount
AI And Electrification Will Drive Premium Wafer Demand
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AI And Electrification Will Drive Premium Wafer Demand
Sumco makes the silicon “sheets” chips are built on, and demand for its most advanced versions could jump as AI, data centers, and electric vehicles need more powerful electronics. The catch is that politics, a slow chip rebound, and growing competition in China could squeeze prices and profits if the market gets flooded with supply.Read more
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JP¥4.07k
0.7% undervalued intrinsic discount
Fair Value
Profit Margin
16.14%
Future PE
20.61x
Price in 2029
JP¥5.54k
Supply Chain Decoupling Will Cap Wafer Sales With Minimal Recovery
Key Takeaways Geopolitical tensions, technology transitions, and material substitution are eroding Sumco's key markets, threatening core product demand and limiting future growth. Intensifying ESG regulations and cyclical overcapacity risk further compress margins, while rapid industry advances may surpass Sumco's modernization pace, undermining competitiveness.Read more
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JP¥1.05k
284.9% overvalued intrinsic discount
Fair Value
Profit Margin
6.08%
Future PE
19.63x
Price in 2029
JP¥1.42k
Dividend Decisions And Financial Forecasts Will Shape Industry Positioning Ahead
Key Takeaways Strategic focus on leading-edge wafers and technological advancements like 3D structures is set to boost revenue and enhance profitability. Reallocating resources and improving efficiency could optimize operations and stabilize earnings through better inventory management and increased customer demand.Read more
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JP¥1.72k
134.7% overvalued intrinsic discount
Fair Value
Profit Margin
8.44%
Future PE
20.38x
Price in 2029
JP¥2.35k
Trending Discussion
Recently Updated Narratives
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3436: Future Earnings Recovery Will Follow Revised Guidance And Higher Margin Assumptions
Fair Value: JP¥4.07k 0.7% undervalued intrinsic discount
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3436: Expected Losses And Subsidiary Reclassification Will Further Cap Future Upside
Fair Value: JP¥1.05k 284.9% overvalued intrinsic discount
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3436: Dividend Hike And Near Term Loss Outlook Will Shape Fair Value View
Fair Value: JP¥1.72k 134.7% overvalued intrinsic discount
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Snowflake Analysis
Sumco Corporation Key Details
Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
n/a
- -66.53
- 10.76%
- -5.69%
- 58.3%
About 3436
- Founded
- 1999
- Employees
- 9714
- CEO
- WebsiteView website
Sumco Corporation engages in the manufacture and sale of silicon wafers for the semiconductor industry in Japan, the United States, China, Taiwan, South Korea, Europe, and internationally. It offers polished, annealed, epitaxial, junction isolated, silicon-on-insulator, and reclaimed polished wafers, as well as provides monocrystalline ingots. The company was formerly known as Sumitomo Mitsubishi Silicon Corp. and changed its name to Sumco Corporation in August 2005. The company was incorporated in 1999 and is headquartered in Minato, Japan.
