3436.T SUMCO
300mm prime silicon wafers
Fundamentals from public market data, refreshed daily (2026-10-24 02:59 UTC). Figures in reporting currency.
3436.T · price with what management and the data said
Timeline: management commentary, data & earnings
8 events-
8
2026-08-05EarningsMiss / cut
Reported EPS -12.65 vs -6.13 expected (-106.5% surprise).
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7
2026-05-12EarningsMiss / cut
Reported EPS -24.22 vs -12.77 expected (-89.7% surprise).
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6
2026-02-10EarningsMiss / cut
Reported EPS -30.75 vs -20.28 expected (-51.6% surprise).
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5
2025-11-11EarningsMiss / cut
Reported EPS -11.66 vs -5.57 expected (-109.4% surprise).
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4
2025-08-06EarningsBeat / raise
Reported EPS 0.1 vs -2.95 expected (+103.4% surprise).
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3
2025-05-08EarningsBeat / raise
Reported EPS 8.71 vs 5.22 expected (+67.0% surprise).
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2
2025-02-07EarningsMiss / cut
Reported EPS 10.34 vs 11.03 expected (-6.2% surprise).
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1
2024-11-08EarningsMiss / cut
Reported EPS 10.43 vs 16.3 expected (-36.0% surprise).
Latest headlines
Auto-updated daily- Sumco (TSE:3436) Stock Valuation In Focus After Conflicting Analyst Calls And Tech Sector Slump2026-06-12
- Is Pre‑Earnings Buying Redefining Sumco’s (TSE:3436) Silicon Wafer Demand Narrative?2026-05-11
- Silicon Reclaim Wafers - Global Strategic Business Report: Secure Your Share of US$1.1 Billion by 2030 as Entegris, Sumco, Shinryo, and Wafer World Drive 7% CAGR2026-10-20
Earnings history
EPS vs expectations| Date | Expected EPS | Reported EPS | Surprise |
|---|---|---|---|
| 2026-08-05 | -6.13 | -12.65 | −106.5% |
| 2026-05-12 | -12.77 | -24.22 | −89.7% |
| 2026-02-10 | -20.28 | -30.75 | −51.6% |
| 2025-11-11 | -5.57 | -11.66 | −109.4% |
| 2025-08-06 | -2.95 | 0.1 | +103.4% |
| 2025-05-08 | 5.22 | 8.71 | +67.0% |
| 2025-02-07 | 11.03 | 10.34 | −6.2% |
| 2024-11-08 | 16.3 | 10.43 | −36.0% |
| 2024-08-06 | 26.82 | 21.61 | −19.4% |
| 2024-05-08 | 13.02 | 14.46 | +11.1% |
| 2024-02-13 | 13.82 | 14.17 | +2.5% |
| 2023-11-08 | 22.53 | 26.6 | +18.1% |
| 2023-08-08 | 34.25 | 34.16 | −0.3% |
| 2023-05-10 | 86.53 | 107.66 | +24.4% |
| 2023-02-08 | 51.25 | 52.58 | +2.6% |
| 2022-11-08 | 53.68 | 58.45 | +8.9% |
| 2022-08-03 | 46.58 | 46.04 | −1.2% |
| 2022-05-11 | 41.06 | 43.42 | +5.8% |
| 2022-02-09 | 30.0 | 42.96 | +43.2% |
| 2021-11-03 | 30.57 | 36.54 | +19.5% |
| 2021-08-05 | 29.48 | 31.01 | +5.2% |
| 2021-05-11 | 24.83 | 25.35 | +2.1% |
| 2021-02-09 | 20.64 | 18.19 | −11.9% |
| 2020-11-05 | 23.06 | 11.67 | −49.4% |
About SUMCO
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.
Prime wafers and ultra-pure chemicals are concentrated, but capacity is ahead of non-AI demand. A latent rather than active constraint.
What would prove us wrong. Strengthens if 300mm wafer inventories normalise and long-term contract pricing turns up.
Who else supplies this
Not investment advice. Prices delayed and in local currency. Quotes in "double quotes" are verbatim as reported by the linked source; other commentary is our paraphrase. Earnings dates are estimates.