Japan's chip-tool makers lift FY2026 sales forecast 26% to ¥6.55 trillion on AI demand
SEAJ raised its FY2026 forecast for Japan-made chip-making equipment 26% to ¥6.55 trillion, roughly ¥1.05 trillion above its January call, driven by AI-server logic and HBM-led DRAM investment. The upgrade puts equipment demand on a 14.3% CAGR through FY2028 and pushes Japan's domestic market past ¥2 trillion for the first time — a marker that the AI capex cycle now runs through the toolmakers, not just the chipmakers.
Source: news.mynavi.jp ↗
AIサーバ向け半導体需要の拡大は、GPUやHBMにとどまらず、DRAM、NAND、SSD、CPU、先端パッケージングへと波及しており、半導体製造装置投資の広がりにつながっている。
SEAJ
Why this matters
- → AI chip demand pulls equipment capex through entire supply chain, not just chipmakers.
- → Japan's domestic market crosses ¥2 trillion threshold for first time.
- → HBM stacking and agentic AI open new equipment investment fronts.
AI capex cascades