According to TOWA's announcement on Friday, November 6, the HBM equipment and semiconductor equipment supplier raised its fiscal year 2026 (April 2026-March 2027) guidance amid stronger-than-expected demand from AI and data center expansions. The company increased combined revenue guidance to 71 billion yen from 64 billion yen (+30.6% year-on-year), operating income to 13.15 billion yen from 10.24 billion yen (+90.1%), and net income to 9 billion yen from 7 billion yen (+95.9%), with all three metrics set to reach record highs. The third-quarter order value reached 32.97 billion yen, surging 125.8% year-on-year, and the six-month cumulative order value hit a record 54.78 billion yen, up 118.8%.

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