確認メモ（原文・英語）No English results summary anywhere. The English site (ai-mech.com/wp_en/) has no IR section. The Japanese IR library's 決算短信 list (latest: FY June 2026 決算短信, corrected version, 7 August 2026) has Japanese PDFs only, and its EN switch redirects to the English home page.
確認メモ（原文・英語）No English IR presence (checked 15 Oct 2026 in the rendered browser). The English site https://www.ai-mech.com/wp_en/ has no IR menu (Company Information, Philosophy, Products, Sustainability, News, Contact only); the Japanese IR top's EN switch (/wp_en/ir/) and /wp_en/ir/library/ redirect to the English home page and the product Library. The Japanese IR library (https://www.ai-mech.com/ir/library/) carries Japanese PDFs only. No English tanshin to compare. The latest Japanese 決算短信 (FY June 2026, corrected version, 7 Aug 2026) has no English counterpart.
確認メモ（原文・英語）No English IR presence (checked 15 Oct 2026 in the rendered browser). The English site https://www.ai-mech.com/wp_en/ has no IR menu (Company Information, Philosophy, Products, Sustainability, News, Contact only); the Japanese IR top's EN switch (/wp_en/ir/) and /wp_en/ir/library/ redirect to the English home page and the product Library. The Japanese IR library (https://www.ai-mech.com/ir/library/) carries Japanese PDFs only. No English financial statements in any form: no English tanshin, yuho or annual report.
確認メモ（原文・英語）No English IR presence (checked 15 Oct 2026 in the rendered browser). The English site https://www.ai-mech.com/wp_en/ has no IR menu (Company Information, Philosophy, Products, Sustainability, News, Contact only); the Japanese IR top's EN switch (/wp_en/ir/) and /wp_en/ir/library/ redirect to the English home page and the product Library. The Japanese IR library (https://www.ai-mech.com/ir/library/) carries Japanese PDFs only. No English segment disclosure; segment figures exist only in the Japanese tanshin and deck.
確認メモ（原文・英語）No English IR presence (checked 15 Oct 2026 in the rendered browser). The English site https://www.ai-mech.com/wp_en/ has no IR menu (Company Information, Philosophy, Products, Sustainability, News, Contact only); the Japanese IR top's EN switch (/wp_en/ir/) and /wp_en/ir/library/ redirect to the English home page and the product Library. The Japanese IR library (https://www.ai-mech.com/ir/library/) carries Japanese PDFs only. No English financial data file; no xls/csv on the English site, which has no IR section.
確認メモ（原文・英語）No English IR presence (checked 15 Oct 2026 in the rendered browser). The English site https://www.ai-mech.com/wp_en/ has no IR menu (Company Information, Philosophy, Products, Sustainability, News, Contact only); the Japanese IR top's EN switch (/wp_en/ir/) and /wp_en/ir/library/ redirect to the English home page and the product Library. The Japanese IR library (https://www.ai-mech.com/ir/library/) carries Japanese PDFs only. No English forecast; the FY June 2027 forecast is only in the Japanese tanshin.
確認メモ（原文・英語）No English disclosure of any period. The latest Japanese filing is the FY June 2026 results (7 August 2026) and the securities report (24 September 2026). Nothing in English on the English site or the Japanese IR library.
確認メモ（原文・英語）No English IR presence (checked 15 Oct 2026 in the rendered browser). The English site https://www.ai-mech.com/wp_en/ has no IR menu (Company Information, Philosophy, Products, Sustainability, News, Contact only); the Japanese IR top's EN switch (/wp_en/ir/) and /wp_en/ir/library/ redirect to the English home page and the product Library. The Japanese IR library (https://www.ai-mech.com/ir/library/) carries Japanese PDFs only. The 中期経営計画説明資料 (7 Aug 2026) is Japanese only; no English medium-term plan.
確認メモ（原文・英語）No English results presentation. The Japanese 決算説明資料 (FY June 2026 briefing video notice, 7 September 2026) and the 中期経営計画説明資料 (7 August 2026) are Japanese only. No English IR pages.
確認メモ（原文・英語）The English site has no IR section. Its 'Vision' page (Philosophy menu) describes the company's strengths: brand power and product development since independence from Hitachi, the ODF equipment that started the spread of large LCD TVs, and lifetime support as a B2B supplier. They are framed for customers rather than investors, with no figures. Re-checked 21 Oct 2026 under v1.1.1: English material counts wherever it sits on the company's site, so the English corporate pages are scored here even though there is no English IR section. A company-overview page doing the job, so 3.
確認メモ（原文・英語）The English 'Vision' page names three core businesses to grow: semiconductor (microball mounting systems for packages), IJP solutions (industrial inkjet equipment for premium displays and in-vehicle panels) and LCD, as part of diversifying away from LCD. No market sizes, shares or targets are given. Re-checked 21 Oct 2026 under v1.1.1: English material counts wherever it sits on the company's site, so the English corporate pages are scored here even though there is no English IR section. Named, qualitative only, so 3.
確認メモ（原文・英語）No English IR presence (checked 15 Oct 2026 in the rendered browser). The English site https://www.ai-mech.com/wp_en/ has no IR menu (Company Information, Philosophy, Products, Sustainability, News, Contact only); the Japanese IR top's EN switch (/wp_en/ir/) and /wp_en/ir/library/ redirect to the English home page and the product Library. The Japanese IR library (https://www.ai-mech.com/ir/library/) carries Japanese PDFs only. No English Q&A or transcript. The Japanese side publishes no Q&A or transcript either: its 決算説明資料 list carries the deck and a briefing-video notice (7 Sep 2026).
確認メモ（原文・英語）No integrated, annual or business report in English. The English Sustainability pages (president's message, sustainability management, environment, quality, HR, compliance, risk) are web pages, not a report, and the Japanese IR library has none either.
確認メモ（原文・英語）No English IR presence (checked 15 Oct 2026 in the rendered browser). The English site https://www.ai-mech.com/wp_en/ has no IR menu (Company Information, Philosophy, Products, Sustainability, News, Contact only); the Japanese IR top's EN switch (/wp_en/ir/) and /wp_en/ir/library/ redirect to the English home page and the product Library. The Japanese IR library (https://www.ai-mech.com/ir/library/) carries Japanese PDFs only. No English review of a previous plan; the plan material is Japanese only.
確認メモ（原文・英語）The Corporate Governance Report (28 September 2026) and Basic Policy are on the Japanese governance page only. The English site has no governance page: Sustainability > 'Governance' links only to the Board of Directors list (names and titles, outside directors marked). That is a roster, not a governance narrative.
確認メモ（原文・英語）The English 'Board Directors' page (as of 1 Oct 2026) lists the seven directors and three auditors with titles and marks the outside directors; there are no biographies, tenure or expertise in English, and the AGM notices are Japanese only. Re-checked 21 Oct 2026 under v1.1.1: English material counts wherever it sits on the company's site, so the English corporate pages are scored here even though there is no English IR section. Names and titles only, so 2.
確認メモ（原文・英語）No English IR presence (checked 15 Oct 2026 in the rendered browser). The English site https://www.ai-mech.com/wp_en/ has no IR menu (Company Information, Philosophy, Products, Sustainability, News, Contact only); the Japanese IR top's EN switch (/wp_en/ir/) and /wp_en/ir/library/ redirect to the English home page and the product Library. The Japanese IR library (https://www.ai-mech.com/ir/library/) carries Japanese PDFs only. No English skills matrix; the AGM notice and governance report are Japanese only.
確認メモ（原文・英語）No English IR presence (checked 15 Oct 2026 in the rendered browser). The English site https://www.ai-mech.com/wp_en/ has no IR menu (Company Information, Philosophy, Products, Sustainability, News, Contact only); the Japanese IR top's EN switch (/wp_en/ir/) and /wp_en/ir/library/ redirect to the English home page and the product Library. The Japanese IR library (https://www.ai-mech.com/ir/library/) carries Japanese PDFs only. No English remuneration disclosure; the CG report (28 Sep 2026) and yuho are Japanese only.
確認メモ（原文・英語）No English convocation notice. The Japanese 株主総会関連資料 list has Japanese notices and the 決議通知 (28 September 2026) only. The English site has no shareholder-meeting page.
確認メモ（原文・英語）No English IR presence (checked 15 Oct 2026 in the rendered browser). The English site https://www.ai-mech.com/wp_en/ has no IR menu (Company Information, Philosophy, Products, Sustainability, News, Contact only); the Japanese IR top's EN switch (/wp_en/ir/) and /wp_en/ir/library/ redirect to the English home page and the product Library. The Japanese IR library (https://www.ai-mech.com/ir/library/) carries Japanese PDFs only. No English cross-shareholding disclosure; CG report and yuho are Japanese only.
確認メモ（原文・英語）No English IR presence (checked 15 Oct 2026 in the rendered browser). The English site https://www.ai-mech.com/wp_en/ has no IR menu (Company Information, Philosophy, Products, Sustainability, News, Contact only); the Japanese IR top's EN switch (/wp_en/ir/) and /wp_en/ir/library/ redirect to the English home page and the product Library. The Japanese IR library (https://www.ai-mech.com/ir/library/) carries Japanese PDFs only. No English IR to reach from the English homepage.
確認メモ（原文・英語）No English IR presence (checked 15 Oct 2026 in the rendered browser). The English site https://www.ai-mech.com/wp_en/ has no IR menu (Company Information, Philosophy, Products, Sustainability, News, Contact only); the Japanese IR top's EN switch (/wp_en/ir/) and /wp_en/ir/library/ redirect to the English home page and the product Library. The Japanese IR library (https://www.ai-mech.com/ir/library/) carries Japanese PDFs only. No English IR document links to sample.
確認メモ（原文・英語）No English IR presence (checked 15 Oct 2026 in the rendered browser). The English site https://www.ai-mech.com/wp_en/ has no IR menu (Company Information, Philosophy, Products, Sustainability, News, Contact only); the Japanese IR top's EN switch (/wp_en/ir/) and /wp_en/ir/library/ redirect to the English home page and the product Library. The Japanese IR library (https://www.ai-mech.com/ir/library/) carries Japanese PDFs only. No English IR archive to test.
確認メモ（原文・英語）No English IR presence (checked 15 Oct 2026 in the rendered browser). The English site https://www.ai-mech.com/wp_en/ has no IR menu (Company Information, Philosophy, Products, Sustainability, News, Contact only); the Japanese IR top's EN switch (/wp_en/ir/) and /wp_en/ir/library/ redirect to the English home page and the product Library. The Japanese IR library (https://www.ai-mech.com/ir/library/) carries Japanese PDFs only. No English IR pages to render; the EN IR URLs redirect to the English home page.
確認メモ（原文・英語）No English IR presence (checked 15 Oct 2026 in the rendered browser). The English site https://www.ai-mech.com/wp_en/ has no IR menu (Company Information, Philosophy, Products, Sustainability, News, Contact only); the Japanese IR top's EN switch (/wp_en/ir/) and /wp_en/ir/library/ redirect to the English home page and the product Library. The Japanese IR library (https://www.ai-mech.com/ir/library/) carries Japanese PDFs only. No English IR library; /wp_en/ir/library/ redirects to the product Library.
確認メモ（原文・英語）No English IR presence (checked 15 Oct 2026 in the rendered browser). The English site https://www.ai-mech.com/wp_en/ has no IR menu (Company Information, Philosophy, Products, Sustainability, News, Contact only); the Japanese IR top's EN switch (/wp_en/ir/) and /wp_en/ir/library/ redirect to the English home page and the product Library. The Japanese IR library (https://www.ai-mech.com/ir/library/) carries Japanese PDFs only. No English IR archive.
確認メモ（原文・英語）No English IR presence. The English Contact page (ai-mech.com/wp_en/inquiry/) is a general product/company inquiry form with no IR category. The IR inquiry form (ai-mech.com/ir/inquiry/) exists only on the Japanese site.
確認メモ（原文・英語）No English IR presence (checked 15 Oct 2026 in the rendered browser). The English site https://www.ai-mech.com/wp_en/ has no IR menu (Company Information, Philosophy, Products, Sustainability, News, Contact only); the Japanese IR top's EN switch (/wp_en/ir/) and /wp_en/ir/library/ redirect to the English home page and the product Library. The Japanese IR library (https://www.ai-mech.com/ir/library/) carries Japanese PDFs only. No English earnings materials; FY June 2026 tanshin (7 Aug 2026) and deck are Japanese only.
確認メモ（原文・英語）No English IR presence (checked 15 Oct 2026 in the rendered browser). The English site https://www.ai-mech.com/wp_en/ has no IR menu (Company Information, Philosophy, Products, Sustainability, News, Contact only); the Japanese IR top's EN switch (/wp_en/ir/) and /wp_en/ir/library/ redirect to the English home page and the product Library. The Japanese IR library (https://www.ai-mech.com/ir/library/) carries Japanese PDFs only. None of the latest two tanshin, AGM notice, CG report (28 Sep 2026) or yuho (24 Sep 2026) is in English.
確認メモ（原文・英語）No English IR presence (checked 15 Oct 2026 in the rendered browser). The English site https://www.ai-mech.com/wp_en/ has no IR menu (Company Information, Philosophy, Products, Sustainability, News, Contact only); the Japanese IR top's EN switch (/wp_en/ir/) and /wp_en/ir/library/ redirect to the English home page and the product Library. The Japanese IR library (https://www.ai-mech.com/ir/library/) carries Japanese PDFs only. No English timely disclosures on the company site: the Japanese IR news list (e.g. three 適時開示 on 28 Sep 2026, including a large-order notice) has Japanese PDFs only and the English News page carries product news only. An English-only-on-TDnet filing could not be searched in the harness (the TSE English search form needs typed input); none is linked anywhere on the site.
確認メモ（原文・英語）No English IR presence (checked 15 Oct 2026 in the rendered browser). The English site https://www.ai-mech.com/wp_en/ has no IR menu (Company Information, Philosophy, Products, Sustainability, News, Contact only); the Japanese IR top's EN switch (/wp_en/ir/) and /wp_en/ir/library/ redirect to the English home page and the product Library. The Japanese IR library (https://www.ai-mech.com/ir/library/) carries Japanese PDFs only. No English IR content to carry or lack a machine-translation notice; the English corporate pages show none.
Advanced packaging growth and revised operating outlook
AIMECHATEC reported rapid FY2026 growth and revised its medium-term outlook around AI-related advanced semiconductor packaging demand.
時系列と出典（1件・内容は原文）
2026-08-07Plan or update announced AIMECHATEC reported rapid FY2026 growth and revised its medium-term outlook around AI-related advanced semiconductor packaging demand.出典資料1
経営陣が表明したこと
Management forecasts ¥40.003bn sales and ¥7.61bn operating profit for FY2027.
Investor question: What working capital, capacity and customer concentration underpin backlog conversion? IR preparation: disclose spend, cash conversion, utilization, margins and ROIC.
当調査の分析（会社の説明ではありません）
約束は具体的か4／5Sales, profit, orders and backlog are quantified, but capital and return commitments are limited.
実行の経過を追えるか4／5Results and backlog are disclosed, while deployment, working capital and realized returns are not bridged.
経済性を説明しているか2／5The demand rationale is clear, but cash allocation, ROIC, hurdle rates and capital-structure guardrails are absent.
目標に対する結果を報告しているか時期未到来The FY2027 endpoint is not due.
AIMECHATEC is scaling advanced-packaging and semiconductor process equipment from a large order backlog, but the selected issuer materials do not provide a quantified cash-allocation or project-return framework.
資本構成
The company reports balance-sheet and cash-flow data, yet does not state target leverage, liquidity or distribution guardrails alongside the growth plan.
資本政策の意思決定
Management revised the medium-term plan after rapid earnings improvement, but the disclosed investor framework lacks ROIC, cost-of-capital and investment hurdle targets.