Q3 2025 Quarterly Market Insights 2 - Flipbook - Page 10
Kyocera
• Kyocera beat Q1 expectations with operating profit boosted by gains in its core components segment,
especially from reduced losses in its organic semiconductor-package business.
• The company is proceeding with structural reforms including divesting non-core businesses, share
buybacks, and efforts to concentrate on high-margin product areas.
• Kyocera delayed operations of a large new factory in Satsumasendai (which focuses on organic
semiconductor package work), shifting its launch to around October 2027 due to soft demand and
cost pressures.
Lattice
• Lattice reported Q2 FY2025 revenue of US$124.0 million, with non-GAAP net income per share of about
US$0.24, and saw strong sequential growth in communications & computing, with industrial and
automotive still recovering.
• The company expanded its small FPGA portfolio in mid-July with high I/O density and secure device
options in its Certus-NX and MachXO5-NX FPGA families, targeting applications in AI/edge, industrial,
communications and automotive.
• Lattice guided Q3 FY2025 revenue of US$128-138 million, anticipated non-GAAP gross margin of ~69.5%
±1%, and projected operating expense control, reflecting confidence in demand trends for edge AI, wired
communications, industrial robotics, ADAS and related far-edge AI markets.
Murata
• Murata reported a drop in Q1 FY2025 profit and revenue (profit before tax down, revenue down ~1.3% YoY)
largely due to weaker finance income and higher costs.
• The company is expanding capacity: it’s building a new coil-product production building in Ho Chi Minh
(Vietnam), to be completed first half of 2026, with investment ~3 billion yen.
• Murata has begun packaging and shipping multilayer ceramic capacitors (MLCCs) from its Chennai, India
facility, marking a move towards deeper localization of its supply chain.
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