Fixstars Corporation
3687・Prime Market・Information & Communication
Solutions Business
Fixstars' core business. Continues stable growth through software acceleration and AI development support.
| Period | Current | Previous | Change |
|---|---|---|---|
| Revenue (H1 cumulative, FY2026 (ending March 2026)) | ¥5,049 million | ¥4,555 million (H1 cumulative, FY2025 (ended September 2025)) | ↑ |
| Segment operating profit (H1 cumulative, FY2026 (ending March 2026)) | ¥1,933 million | ¥1,681 million (H1 cumulative, FY2025 (ended September 2025)) | ↑ |
| Segment operating margin (H1 cumulative, FY2026 (ending March 2026)) | 38.3% | 36.9% (H1 cumulative, FY2025 (ended September 2025)) | ↑ |
| Revenue (full year, FY2025 (ended September 2025)) | ¥9,171 million | — | ↑ |
| Segment operating profit (full year, FY2025 (ended September 2025)) | ¥3,236 million | — | ↑ |
Business Details
The core segment providing software development & acceleration services and related hardware that enable high-speed processing of large volumes of data. The business focuses on five fields: Semiconductor (firmware development for NAND flash memory), Mobility (autonomous driving algorithm development and acceleration), Industrial (machine vision acceleration), LifeScience (medical image processing and genome analysis), and Finance (risk calculation and HFT acceleration). It provides consistent total solutions spanning from customers' R&D phase through product development phase, and long-term ongoing projects with major customers form the earnings base.
Recent Overview
In H1 of FY2026 (ending September 2026), revenue increased 10.9% year on year and operating profit increased 15.0% year on year.
In H1 of FY2026 (ending September 2026) (October 2025 to March 2026), the Solutions Business achieved revenue of ¥5,049 million (up 10.9% year on year) and segment operating profit of ¥1,933 million (up 15.0% year on year). Firmware development projects for NAND flash memory in the Semiconductor field and algorithm development/acceleration projects for autonomous driving in the Mobility field continued on a long-term, stable basis. Against a backdrop of robust demand for acceleration services, the company generated stable earnings mainly from projects for domestic Japanese manufacturers. The operating margin improved to 38.3% from 36.9% in the same period of the previous year.
Key Products
Growth Drivers
- Stable earnings base from long-term, ongoing projects for autonomous driving and semiconductor manufacturers
- Continued robust demand for acceleration services (particularly for domestic Japanese manufacturers)
- Expanding needs for utilization of accelerators such as GPUs and FPGAs amid AI technology advancement
- Expansion of acceleration projects for research institutions through the US subsidiary Fixstars Solutions, Inc.
- Expansion into new areas such as development environment platforms for next-generation AI chips
Risks
- Risk of revenue concentration in specific customers (Kioxia Corporation 17.1%, NEXTY Electronics Corporation 11.6%)
- Downward pressure on profit margins from substantial wage increases and rising personnel costs
- Risk that a downturn in overseas economic conditions stemming from US trade policy and other factors could affect customers' R&D investment
- Intensifying competition to secure and develop talented engineering personnel
- Business model risk in which the short lead time from order receipt to revenue recognition means fluctuations in orders during the period directly affect performance
Last updated: December 16, 2025