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What smart money is saying about Kokusai Electric Co., Ltd.Japan flag

6525.T · Technology · Semiconductors · Market cap $13.86B

2 funds in our archive have pitched Kokusai Electric Co., Ltd. — most recently Acatis in February 2026.

Company profile

Kokusai Electric Corporation is a global enterprise dedicated to the development, fabrication, sale, servicing, and upkeep of machinery vital for semiconductor production. Its extensive product catalog encompasses sophisticated deposition and treatment systems, precision measuring devices, and ultrasonic generators. Beyond core equipment, the company also supplies supplementary parts and deals in both new and pre-owned apparatus for wafer processing. Established in 1949, Kokusai Electric Corporation is based in Chiyoda, Japan.

Fund coverage · 2 theses

  • Acatis
    February 2026

    Kokusai Electric is the global leader in batch ALD tools for next‑gen chips requiring extreme precision and long processing cycles.

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  • Antipodes Emerging Markets Fund
    December 2025

    Kokusai Electric is a leader in niche wafer fab equipment leveraged to AI/5G capex and memory recovery, with offshore expansion supporting growth.

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