With the support of AI demand and the strong demand for semiconductor-related equipment, EUV mask inspection equipment manufacturer Lasertec doubled its net income last quarter, which was better than market expectations. Today's stock price soar...
With the support of AI demand and the strong demand for semiconductor-related equipment, EUV mask inspection equipment manufacturer Lasertec doubled its net income last quarter, which was better than market expectations. Today's stock price soared by more than 11% after hearing the news, hitting a new high level in more than a year.
As of the morning closing of the Japanese stock market on the 4th (10:30 a.m. Taipei time), Lasertec soared 11.76%, temporarily closing at 31,750 yen. Earlier, it rose to a maximum of 32,800 yen, a new high since July 17, 2024.
Lasertec announced its financial report for the last quarter (July-September 2025): Due to the demand for GPU and HBM for AI servers, semiconductor manufacturers have expanded equipment investment, driving strong demand for semiconductor-related equipment. , consolidated revenue soared 47.5% from the same period last year to 54.171 billion yen, consolidated operating income soared 67.9% to 26.728 billion yen, and consolidated net income soared 113.4% to 19.057 billion yen.
(Source: Lasertec)
According to Japanese media reports, analysts on average estimate that Lasertec’s net profit for the last quarter will be 13.6 billion yen. The values announced by Lasertec were better than market expectations.
Last quarter, Lasertec’s “semiconductor-related equipment” department revenue surged 63% from the same period last year to 41.7 billion yen.
In terms of regional revenue, Lasertec's revenue in the Japanese market increased by 38% to 4 billion yen last quarter compared with the same period last year, revenue in the South Korean market increased by 21% to 14.4 billion yen, revenue in the Taiwan market decreased by 29% to 6 billion yen, and revenue in the US market soared by 139% to 22 billion yen.
Lasertec maintains its financial forecast for this year (July 2025-June 2026) unchanged. Consolidated revenue is expected to decrease by 20.5% to 200 billion yen, consolidated operating income will decrease by 30.8% to 85 billion yen, and consolidated net income will decrease by 29.1% to 60 billion yen.
