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FUJIFILM Holdings (4901) investor relations material
FUJIFILM Holdings Investor Update summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Investor Update summary10 Dec, 2025
Semiconductor market overview
Global semiconductor market expected to reach $1 trillion, driven by AI investment and recovery in smartphones and PCs, with 2025 market size at $772.2 billion (+22.5% YoY).
Semiconductor materials market CAGR projected at 6.5% (2024–2030), while the business targets 12.2% CAGR, outpacing industry growth.
International policy trends emphasize local production, supply chain resilience, and government support, intensifying the need for one-stop solutions and local support.
Business strategy: One-stop solutions
Broad product lineup and local production enable swift, customer-oriented solutions across all manufacturing processes and nodes.
Local engineers provide support from development to quality control, enhancing customer engagement and supply chain stability.
Accelerated investments in local production and R&D, with over ¥100 billion planned for 2025–2026.
Recognized by major manufacturers for robust supply chain and local support, winning multiple supplier awards.
R&D capacity and innovation
R&D leverages global labs and direct customer communication to address technical challenges and develop advanced materials.
AI-driven material development shortens lead times and improves quality, with practical applications in polyimides and image sensor materials.
Focus on new materials for advanced packaging and functional integration as miniaturization costs rise.
What is the progress on hybrid bonding adoption for CMP slurries?
What customer challenges does film-type polyimide solve?
Timeline for PFAS-free resist adoption across all resists?
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Next FUJIFILM Holdings earnings date
Q3 20265 Feb, 2026
Next FUJIFILM Holdings earnings date
Q3 20265 Feb, 2026
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Eferix Drawings Google Play
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Frequently asked questions
FUJIFILM Holdings Corporation, commonly known as Fujifilm, is a diversified multinational conglomerate with a focus on imaging, healthcare, and material solutions. The company's heritage dates back to its establishment in 1934 as Fuji Photo Film Co., Ltd., with a primary aim of producing photographic films. Over the decades, Fujifilm has significantly expanded its portfolio and market presence, venturing into digital imaging, medical diagnostics, biotechnology, and materials science. It provides a wide range of products and services across various sectors, including document solutions like office printers, healthcare products such as diagnostic imaging systems, and materials for flat panel displays and recording media. The company is headquartered in Minato-Ku, Tokyo, Japan, and its shares are listed on the Tokyo Stock Exchange.
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