Specialty and Performance Chemicals

Tokyo Ohka Kogyo Co., Ltd.

Tokyo Ohka Kogyo Reports Strong Q1 2026 Results and Maintains Full-Year Outlook

4186

4063

SHECY

SOXX

<p>A magnitude 7.7 earthquake struck northeastern Japan yesterday, affecting four major semiconductor clusters. The photoresist sector faced the heaviest impact: Tokyo Ohka Kogyo and Shin-Etsu Chemical's Fukushima plants suspended operations, with recalibration expected to take 4 to 8 weeks, covering 25% of global advanced capacity and becoming the biggest supply chain variable. Kioxia's Iwate NAND plant suffered no structural damage, but its resumption timeline remains uncertain, potentially triggering short-term volatility in the memory market</p>

- On April 20, a 7.7 magnitude earthquake struck off the coast of northeastern Japan, affecting key semiconductor regions and raising supply chain concerns.  
- Kioxia's NAND factory in Iwate has paused operations for inspections, with uncertain timelines for full recovery, while the photolithography supply chain faces significant pressures with major factories halting production.  
- Analysts emphasize that the recovery of TOK and Shin-Etsu’s production lines will be critical to watch in the coming weeks, as their facilities account for a substantial share of the global advanced photolithography capacity.

Wallstreetcn

Shin-Etsu Chemical Co Ltd

Shin-Etsu Chemical Co., Ltd.

iShares Semiconductor ETF

VanEck Semiconductor ETF

TANWAN

AINNOVATION

Nano Labs

Mitsubishi Chemical Holdings Corporation

Tokyo Electron Ltd.

SUMCO

Rapid Micro Biosystems

Rapid7

Rapid Nutrition PLC

Sony Group Corporation

Sony

Rohm Co., Ltd.

GDPD

IMDTECL

Sun Cable

DELISI

Taiwan Semiconductor

Tokyo Electron

Japan Earthquake Shakes Semiconductor Chain: Kioxia NAND Production Halted, Critical Photoresist Plants Idle for 4-8 Weeks

<p>Tokyo Ohka Kogyo to Book ¥7.0 Billion Dividend Income From Taiwan Unit</p>

Tip Ranks

Tokyo Ohka Kogyo to Book ¥7.0 Billion Dividend Income From Taiwan Unit

Tokyo Ohka Kogyo Co., Ltd.(4186.JP)

Japan Earthquake Shakes Semiconductor Chain: Kioxia NAND Production Halted, Critical Photoresist Plants Idle for 4-8 Weeks

Tokyo Ohka Kogyo to Book ¥7.0 Billion Dividend Income From Taiwan Unit