Rival companies in the same industry compared side by side, with AI analysis of the winners, the laggards and the trends.
1 industry digest
Q2 FY2026 (FY ends Dec)
The Semiconductor Materials and Components group delivered mixed Q2 FY2026 results as AI and data center demand lifted sales and earnings. Operating margins ranged from Ibiden's 21.8% to SUMCO's negative 3%, though Ibiden reported a quarter and peers a half-year.
