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

6963.T · Technology · Semiconductors · Market cap $10.70B

2 funds in our archive have pitched Rohm Co., Ltd. — most recently Artisan Partners Non-U.S. Small-Mid Growth Strategy in June 2026.

Company profile

ROHM Co., Ltd., a global manufacturer and seller of electronic components, was founded in 1940 in Kyoto, Japan. Originally known as Toyo Electronics Industry Corporation, the company adopted its current name in 1981. Its operations are structured into three main segments: Integrated Circuits (ICs), Discrete Semiconductor Devices, and Modules. ROHM's comprehensive IC offerings span a wide range of products including memory, amplifiers, power management units, timing devices, switches, logic circuits, data converters, various sensors (including MEMS), display and motor/actuator drivers, interface solutions, communication and speech synthesis LSI, audio/video components, and microcontrollers. Within its discrete semiconductor division, the company provides MOSFETs, bipolar transistors, and diodes, along with sophisticated power devices like SiC power devices, IGBTs, and IPMs, in addition to standard power transistors and diodes. Beyond these core categories, ROHM also manufactures passive components such as resistors and both conductive polymer and tantalum capacitors. Its module portfolio includes solutions for wireless communication and charging, as well as print heads. The opto device range features LEDs, LED displays, laser diodes, and optical sensors. Furthermore, the company offers commercial products like chipsets and specialized foundry services for thin-film piezoelectric MEMS, wafers, and WL-CSP. The company's diverse products are utilized across various industries, notably in industrial equipment, automotive systems, and consumer electronics. ROHM actively engages in strategic alliances, including a partnership with Geely Automobile Group Co., Ltd. focused on advancing automotive technologies, and a collaboration with Delta Electronics, Inc. for the development and production of gallium nitride power devices.

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1
Reported positions
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Bought
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Sold
2
Letters

Position history

Between Q1 2026 and Q2 2026, 1 fund letter reported a position in Rohm Co., Ltd., with no move described.

Fund letters reporting a position in Rohm Co., Ltd., by quarter
QuarterLettersBoughtSoldTheses
Q2 20261001
Q1 20260001

Fund activity · 1 position

  • HoldsArtisan Partners Non-U.S. Small-Mid Growth Strategy
    June 2026
    Our top contributors for the quarter were Rohm, LivaNova and Glanbia.
    Read the letterRohm Co., Ltd.

Fund coverage · 2 theses

  • Artisan Partners Non-U.S. Small-Mid Growth Strategy
    June 2026

    Rohm has a strong silicon-carbide and analog semiconductor position, improving profitability and strategic optionality from potential partnerships.

    Read the full thesis
  • Artisan Non-U.S. Small-Mid Growth Strategy
    March 2026

    Rohm is a strategically positioned power semiconductor maker with restructuring and margin expansion potential, takeover and merger optionality, and underappreciated cash and Toshiba stake value.

    Read the full thesis

Read every full thesis on Rohm Co., Ltd.

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