5344.T earnings: EPS missed by 11.4%, revenue missed by 2.4%

Capacity & Capex “Expect growth of the previous ⁇ year + 25% (first ⁇ year ⇒ present) Communication + 23% ⇒ + 48% Automotive + 2% ⇒ +6% Semiconductor + 14% ⇒ + 20% Upward revision of ⁇ s to increase demand in communications and semiconductors Communication expands demand for next-generation high-speed communication-related next-generation models Semiconductors are full-fledged in memory-related demand Markets (FY2014 Growth Rate) Status Contact Us (YoY+48 ⁇ ・For next-generation high-speed communication model, demand expansion is expected. ・We will strengthen our production system at Seto Plant’s new building to respond to significant demand increase.”

Demand & Orders “Semiconductors (20%) ・For general purpose memory-related demand will expand in full-scale from the second quarter. ・Res ⁇ ing to the strong demand, we will strengthen our production system at the new building of the Mishun Plant.”