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Yukihiro Aiba

Senior Quantitative Analyst in the Quantitative Solution Research Department at Nomura Securities Co. LTD

Yukihiro Aiba is a Senior Quantitative Analyst in the Quantitative Solution Research Department at Nomura Securities, specializing in financial engineering and AI-driven quantitative research with a Certified Member Analyst (CMA) designation. He plays a key role in developing financial indices and advanced quantitative tools, with a particular focus on leveraging AI methodologies to enhance index construction and ESG analysis for institutional clients. Aiba joined Nomura Securities in 2006 immediately after receiving his PhD in Physics from the University of Tokyo and has led initiatives within the AI Solution Research Group since 2017, building a reputation for pioneering innovative index and data science solutions. His academic background and professional experience reflect a strong command of both cutting-edge analytic techniques and practical quantitative finance, and he holds respected Japanese securities credentials.

Yukihiro Aiba's questions to TOELY leadership

Question · Q1 2025

Inquired about the high gross profit margin in Q1, asking for details on the product mix improvement and the reasons for the expected margin decline in Q2 followed by a recovery in the second half of the year.

Answer

The strong Q1 margin was due to a favorable product mix and sales being pulled forward. The main growth drivers were high-value-added products for Taiwan (DDR5, HBM, GPU) and North America (logic). The expected Q2 margin decline is a result of a slight sales decrease after a strong Q1 and a seasonal increase in costs, particularly R&D. Margins are forecast to recover in the second half as sales are expected to increase significantly.

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