Resonac's semiconductor materials business surged 30% in H1 2026.
Core operating profit jumped 92%, driven by AI demand.
The company is deepening its JOINT consortium to tackle chip manufacturing complexity.
What happened
Resonac Holdings reported semiconductor and electronic materials sales of ¥299 billion for the first half of fiscal 2026 (January–June 2026), up 30% year over year, with core operating profit of ¥81.5 billion, up 92%.
Why it matters
The growth reflects rising semiconductor demand from generative AI. The company is expanding its open-innovation consortium JOINT, which grew from 18 companies in 2018 to 27 in 2025 under JOINT3, to address the increasing complexity of chip manufacturing.
What to watch
CTO Masato Fukushima says the key challenge is heat management, but argues cooling alone is not the fundamental solution—pointing to materials R&D as the critical frontier for next-generation semiconductors.
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Resonac's strong first-half results come as generative AI drives broader semiconductor demand. The company's emphasis on JOINT reflects a structural shift: as chips become more miniaturized and layered, the compatibility between materials and processes becomes critical. CTO Fukushima highlights that heat issues in semiconductors require more than just cooling—materials innovation is essential. This positions Resonac's R&D at the center of next-generation chip development, where collaboration across the supply chain is increasingly a competitive advantage.
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