Our Electronics segment surges, yet the legacy PC-substrate line in the Philippines took a 10.6 billion yen impairment as competition intensifies — the non-AI half retreats while the AI half compounds. Roughly 22% of sales sit in an uncharacterized "Others" segment; its AI relevance is unresolved. Our substrates depend on ABF build-up film, and material supply remains a constraint: we are qualifying alternatives but have not secured volumes for potential upside.
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