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    Shouichirou Kamisaki

    Senior Analyst at Tokai Tokyo Financial Holdings, Inc.

    Shouichirou Kamisaki is a Senior Analyst at Tokai Tokyo Intelligence Laboratory, a division of Tokai Tokyo Financial Holdings, specializing in coverage of Japan’s technology sector with a particular focus on semiconductor and chip equipment firms. He covers companies such as Tokyo Electron and Advantest, providing insights on industry demand, innovation trends, and global market risks; his analysis on Advantest has been referenced in discussions of their strong stock performance and strategic position in the AI chip supply chain, though independent performance metrics are not publicly available. Kamisaki has been affiliated with Tokai Tokyo since at least 2024, and actively participates in corporate earnings briefings for leading tech firms, with no public record of prior positions or professional securities licenses disclosed. While recognized among institutional investors for his sector expertise and regularly cited commentary, specific rankings or returns for his investment calls have not been published.

    Shouichirou Kamisaki's questions to TOELY leadership

    Shouichirou Kamisaki's questions to TOELY leadership • Q3 2025

    Question

    Asked about the outlook for cryogenic etching, including the number of expected PORs, the market size forecast for 2027, and the product's competitive advantages.

    Answer

    The company has won one high-volume manufacturing POR for cryo etching, with significant contribution expected next year, and evaluations are ongoing with other NAND customers. The competitive advantages are a high etch rate, improved productivity when combined with their coating process, and lower cost of consumables. The $2 billion market size forecast for 2027 remains unchanged.

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    Shouichirou Kamisaki's questions to ADVANTEST (ATEYY) leadership

    Shouichirou Kamisaki's questions to ADVANTEST (ATEYY) leadership • Q3 2024

    Question

    Shouichirou Kamisaki from Tokai Tokyo Intelligence noted that Q3 SoC tester sales were flat quarter-over-quarter while memory tester sales accelerated. He asked about the underlying differences in demand trends between SoC and memory customers during the quarter.

    Answer

    An executive explained that while generative AI drives strong demand for both segments, the Q3 acceleration in memory tester sales was a reflection of customer delivery timeline requirements. Many international customers, operating on a calendar year basis, concentrated their delivery requests in Q3. Underlying SoC demand momentum did not see a significant change.

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    Shouichirou Kamisaki's questions to ADVANTEST (ATEYY) leadership • Q3 2024

    Question

    Shouichirou Kamisaki questioned the difference in Q3 performance between SoC testers, which were flat quarter-over-quarter, and memory testers, which saw accelerated growth, asking if this reflected a change in underlying demand.

    Answer

    An executive explained that strong generative AI demand impacts both SoC and memory. The Q3 acceleration in memory tester shipments was primarily a reflection of meeting customer delivery timeline requirements, as many international customers operate on a calendar year basis and had requests concentrated in the quarter. Makoto Nakahara added that while SoC demand is strong, there were no outstanding changes in Q3.

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    Shouichirou Kamisaki's questions to ADVANTEST (ATEYY) leadership • Q3 2024

    Question

    Shouichirou Kamisaki of Tokai Tokyo Intelligence Laboratory questioned why Q3 SoC tester sales were flat quarter-over-quarter while memory tester sales accelerated, asking about the differences in customer behavior.

    Answer

    An executive explained that while generative AI drives strong demand for both SoC and memory, the Q3 acceleration in memory tester shipments was primarily due to meeting specific customer delivery timelines. Many international customers operate on a calendar year basis and had concentrated delivery requests in the quarter, which Advantest worked to fulfill. The underlying demand momentum for SoC testers did not see a significant change in Q3.

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