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Home/Stocks/6963.T
TSE · Japan · Semiconductors

6963.T Rohm

SiC power devices

Downtrend Trading below its 50-day average. (automatic: supply-chain trend + price vs 50-day average)
Last close (delayed) · 2026-10-30
¥3,568.0
−7.49% today
1W
−4.4%
1M
−27.8%
3M
−13.3%
YTD
+62.0%
1Y
+55.5%
Off 52w high
−40.0%
Next earnings (est.): 2026-11-05
Market cap¥1.38T≈ $8.74B
P/E (trailing)—Forward 41.1
EV / sales2.6×EV/EBITDA 16.7×
Revenue (TTM)¥501BGrowth 16.8% y/y
Margins24.8%gross · op 7.1%
Free cash flow—Cash ¥469B · debt ¥400B
Analyst target¥5,963.6+67.1% upside · 11 analysts · buy
Riskβ 0.75Short — of float · yield 1.3%

Fundamentals from public market data, refreshed daily (2026-10-30 21:21 UTC). Figures in reporting currency.

6963.T · price with what management and the data said

Supply tighteningBeat / raiseMiss / cutData releaseEasing Hover a numbered marker for details · dashed lines = 50- and 200-day averages

Timeline: management commentary, data & earnings

8 events
  1. 8
    2026-08-04EarningsBeat / raise

    Reported EPS 23.33 vs 16.89 expected (+38.2% surprise).

  2. 7
    2026-02-04EarningsMiss / cut

    Reported EPS 11.67 vs 14.16 expected (-17.6% surprise).

  3. 6
    2025-11-05EarningsBeat / raise

    Reported EPS 19.04 vs 13.26 expected (+43.6% surprise).

  4. 5
    2025-08-03EarningsBeat / raise

    Reported EPS 7.69 vs 0.33 expected (+2209.4% surprise).

  5. 4
    2025-05-12EarningsMiss / cut

    Reported EPS -130.33 vs -73.36 expected (-77.7% surprise).

  6. 3
    2025-02-02EarningsMiss / cut

    Reported EPS -4.81 vs -0.59 expected (-709.3% surprise).

  7. 2
    2024-11-06EarningsMiss / cut

    Reported EPS -3.61 vs 5.43 expected (-166.4% surprise).

  8. 1
    2024-08-05EarningsBeat / raise

    Reported EPS 8.97 vs 7 expected (+28.2% surprise).

Earnings history

EPS vs expectations
DateExpected EPSReported EPSSurprise
2026-08-0416.8923.33+38.2%
2026-02-0414.1611.67−17.6%
2025-11-0513.2619.04+43.6%
2025-08-030.337.69+2209.4%
2025-05-12-73.36-130.33−77.7%
2025-02-02-0.59-4.81−709.3%
2024-11-065.43-3.61−166.4%
2024-08-057.08.97+28.2%
2024-05-0718.6123.04+23.8%
2024-01-3127.2120.4−25.0%
2023-10-3136.9444.09+19.4%
2023-07-3126.4451.28+94.0%
2023-05-0834.5331.58−8.6%
2023-02-0150.340.3−19.9%
2022-10-3153.6166.28+23.6%
2022-07-2840.1566.5+65.7%
2022-05-0932.7746.81+42.9%
2022-01-3132.2344.88+39.2%
2021-10-2737.5248.9+30.3%
2021-07-2932.3329.57−8.5%
2021-05-0921.6845.98+112.0%
2021-02-0119.8116.25−18.0%
2020-10-2911.7513.44+14.3%
2020-07-302.2818.41+708.7%

About Rohm

Website ↗

ROHM Co., Ltd. manufactures and sells electronic components worldwide. The company operates through three segments: ICs, Discrete Semiconductor Devices, and Module. The company provides ICs comprising memory, amplifiers and linear, power management, motor/actuator drivers, resistors, capacitors, clocks and timers, switches and multiplexers, logic, data converters, sensors and MEMS, display drivers, interfaces, wireless LSIs, audio and video products, speech synthesis LSI, and microcontrollers. It also offers discrete semiconductor products, such as MOSFETs, bipolar transistors, and diodes; power devices, including power transistors and diodes, SiC power devices, IGBT, and IPM; modules, including optical modules, wireless communication modules, wireless charger modules, and print heads; and opto electronics comprising LEDs, laser diodes, and optical sensors, as well as foundry services, i…

21,756 employees · Kyoto, Japan

800V DC racks need silicon-carbide and gallium-nitride switches at every conversion step. Capacity is ample after the EV slowdown, so the constraint is qualified AI designs, not wafers.

SiC / GaN wafer→Power device→Converter→Rack

What would prove us wrong. Strengthens if 800V adoption outruns qualified GaN/SiC supply for AI power shelves.

Peers at the same bottleneck

Who else supplies this

StockRoleLast1D1MYTDTrend
IFX.DE
Infineon Technologies
SiC/GaN power semis for 800V DC racks €50.56−6.39%−14.9%+35.0%
ON
onsemi
SiC power and image sensors $71.67−4.74%−10.5%+32.4%
STM
STMicroelectronics
SiC and GaN power devices $46.74−6.50%−12.6%+81.2%
NVTS
Navitas Semiconductor
GaN power ICs for AI power supplies $8.48−7.83%−30.0%+18.8%
POWI
Power Integrations
GaN power conversion $43.86−10.54%−14.8%+24.8%

Not investment advice. Prices delayed and in local currency. Quotes in "double quotes" are verbatim as reported by the linked source; other commentary is our paraphrase. Earnings dates are estimates.