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    Masahiko Ishino

    Senior Analyst at Tokai Tokyo Research Center

    Masahiko Ishino is a Senior Analyst at Tokai Tokyo Research Center, specializing in technology and telecommunications sector research with a focus on Japanese major corporates like SoftBank, NTT Docomo, KDDI, and Fujitsu General. He has provided influential market analysis on industry developments, such as Japan's adoption of non-Chinese 5G vendors and the outlook for Japanese semiconductor players, and is recognized for his expertise and frequent citations in top business media. Ishino has held senior analyst roles at Tokai Tokyo Intelligence Laboratory as well as Tokai Tokyo Research Institute, developing deep industry knowledge since at least the late 2010s and emerging as a respected voice in market commentary. His professional credentials and specific licensing details are not publicly listed, but his ongoing analyst coverage for publicly traded firms demonstrates standing within the financial industry.

    Masahiko Ishino's questions to ADVANTEST (ATEYY) leadership

    Masahiko Ishino's questions to ADVANTEST (ATEYY) leadership • Q2 2024

    Question

    Asked about the sufficiency of the company's current testers for next-generation HBM3 and HBM4 technologies and whether the company has adequate manufacturing capacity to meet the expected surge in HBM-related demand.

    Answer

    The company's existing testers are sufficient for HBM products currently on the market (HBM, HBM2, HBM3). They are actively developing next-generation testers for future standards like HBM4. Regarding capacity, they have received long-term customer forecasts and have already increased manufacturing capacity, with further increases planned for next year to meet demand.

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