TSE · Japan
6963.T Rohm
SiC power devices
Downtrend
Trading below its 50-day average.
(automatic: supply-chain trend + price vs 50-day average)
Last close (delayed) · 2026-10-26
¥3,630.0
−2.73% today
1W
−10.6%1M
−23.4%3M
−24.1%YTD
+64.8%1Y
+62.9%Off 52w high
−39.0%Next earnings (est.): 2026-11-05
Market cap—
P/E (trailing)—Forward —
EV / sales—EV/EBITDA —
Revenue (TTM)—Growth — y/y
Margins—gross · op —
Free cash flow—Cash — · debt —
Analyst target—0 analysts
Riskβ Short — of float
Fundamentals from public market data, refreshed daily (2026-10-24 02:59 UTC). Figures in reporting currency.
6963.T · price with what management and the data said
Supply tighteningBeat / raiseMiss / cutData releaseEasing
Hover a numbered marker for details · dashed lines = 50- and 200-day averages
Timeline: management commentary, data & earnings
0 eventsNo dated commentary yet for this stock.
Latest headlines
Auto-updated daily- ROHM (TSE:6963) Stock May Be Overvalued After New Automotive Chip Launch2026-09-20
- ROHM Launches MOSFET Featuring Wide-SOA for Automotive Safety Functions and Protection Circuits2026-09-16
- ROHM Introduces 650V IGBTs, Achieving Industry-leading Low-loss Characteristics2026-08-26
- Rohm Co. (ROHCY) Upgraded to Buy: Here's Why2026-08-19
- ROHM's SiC MOSFET Adopted in BBU for AI Servers as HVDC Architectures Advance2026-06-08
- How Investors Are Reacting To ROHM (TSE:6963) Configurable Power Platform For Automotive SoCs2026-05-20
- ROHM Showcases Technologies Powering AI, Next-Generation Mobility and Industrial Innovation at electronica 20262026-10-08
800V DC racks need silicon-carbide and gallium-nitride switches at every conversion step. Capacity is ample after the EV slowdown, so the constraint is qualified AI designs, not wafers.
SiC / GaN wafer→Power device→Converter→Rack
What would prove us wrong. Strengthens if 800V adoption outruns qualified GaN/SiC supply for AI power shelves.
Peers at the same bottleneck
Who else supplies this
| Stock | Role | Last | 1D | 1M | YTD | Trend |
|---|---|---|---|---|---|---|
| IFX.DE Infineon Technologies | SiC/GaN power semis for 800V DC racks | €50.20 | +3.14% | −11.5% | +34.1% | |
| ON onsemi | SiC power and image sensors | $74.15 | +2.63% | −4.0% | +36.9% | |
| STM STMicroelectronics | SiC and GaN power devices | $45.52 | +3.40% | −12.3% | +76.5% | |
| NVTS Navitas Semiconductor | GaN power ICs for AI power supplies | $8.52 | +1.61% | −30.2% | +19.3% | |
| POWI Power Integrations | GaN power conversion | $47.19 | +0.45% | −9.6% | +34.3% |
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.