ENVALITH
ワイエイシイホールディングス株式会社 logo

Y.A.C. HOLDINGS CO., LTD.

6298Prime MarketMachinery

ワイエイシイホールディングス株式会社 logo
Y.A.C. HOLDINGS CO., LTD.6298

Semiconductor & Mechatronics-Related Business

Core segment boasting the largest sales scale in the Group, centered on semiconductors and manufacturing equipment

PeriodCurrentPreviousChange
Net Sales (Current Fiscal Year)¥11,391 million¥11,015 million
Segment Profit (Current Fiscal Year)¥1,006 million¥931 million
Segment Assets (Current Fiscal Year)¥15,318 million¥15,091 million
Depreciation (Current Fiscal Year)¥364 million¥309 million
Orders Received (Current Fiscal Year)¥11,376 million

Business Details

Develops, manufactures, and sells hard disk-related equipment, Clean Transport Equipment (Clean Conveyor), semiconductor manufacturing-related equipment, Carrier Tape for Electronic Component Transport, Laser Process Systems, Ion Beam Milling Systems, FPC & Semiconductor-Related Inspection Equipment, optical measurement instruments, and other products. Operating subsidiaries such as YAC Mechatronics, YAC Garter, YAC Beam, and YAC Dustec handle these businesses, with a base in Singapore as well. The segment positions automation demand in semiconductor back-end processes as its primary growth driver.

Recent Overview

Cumulative 3Q net sales of ¥7,879 million and segment profit of ¥1,134 million, marking increased revenue and profit

During the nine months ended December 2025 (cumulative Q3 of FY2026, ending March 2026), sales of electronic component taping equipment, carrier tape, and semiconductor-related clean conveyors remained steady, while sales of IPA dryers and pure water heating systems for semiconductor front-end processes were strong. Net sales reached ¥7,879 million (up 12.7% year-on-year after reclassification), and segment profit reached ¥1,134 million (up 17.9% year-on-year). Note that from the first quarter, a review of segment-constituent companies was conducted, transferring JE International Co., Ltd. and GD Tech Co., Ltd. to the Environment & Social Infrastructure-Related Business.

Key Products

product
Clean Transport Equipment (Clean Conveyor)

Developed, manufactured, and sold by YAC Mechatronics. Capturing automation demand in semiconductor back-end processes, the company is also advancing joint development with AMR systems. The Singapore base (YAC Systems Singapore Pte Ltd.) handles manufacturing, sales, and maintenance services for local customers. Sales remained steady during the cumulative nine months of the current fiscal year.

product
Carrier Tape for Electronic Component Transport

Developed, designed, manufactured, and sold by YAC Garter. Sales remained steady during the cumulative nine months of the current fiscal year, contributing to the segment's revenue growth.

product
Ion Beam Milling Systems / Laser Process Systems

Developed, designed, sold, and maintained by YAC Beam. In the prior consolidated fiscal year, ion milling systems performed well, underpinning segment results.

product
IPA Dryers / Pure Water Heating Systems for Semiconductor Front-End Processes

Sales were strong during the cumulative nine months of the current fiscal year, contributing significantly to the segment's increased revenue and profit. Positioned as a product group addressing the increasing sophistication of semiconductor manufacturing processes.

product
FPC & Semiconductor-Related Inspection Equipment

Previously manufactured and sold by JE International, with development and manufacturing handled by GD Tech Co., Ltd.; however, following the segment reorganization from the first quarter of FY2026 (ending March 2026), this business was transferred to the Environment & Social Infrastructure-Related Business.

Growth Drivers

  • Expanding demand for automation and equipment upgrades in semiconductor back-end processes
  • Strong sales of IPA dryers and pure water heating systems for semiconductor front-end processes
  • Continued steady sales of electronic component taping equipment and carrier tape
  • Addressing the automotive semiconductor market through upgrade development of SiC chip handlers
  • Pursuing synergies through sharing of customer and technical information within the Group

Risks

  • Weakness in the automotive semiconductor market and risk of customers delaying mass production (materialized in the prior consolidated fiscal year)
  • Concerns over secondary effects from US-China trade friction and tariff increases
  • Risk of performance fluctuation due to changes in capital expenditure in the market
  • Discontinuity in year-on-year comparisons due to review of segment-constituent companies

Last updated: June 29, 2026