We plan roughly 500 billion yen of capital investment across FY2026-2028 — about 280 billion at the Ono Plant, where AI-server substrate mass production started October 2025, and about 220 billion at the Gama Plant, driven by a major CPU customer's requests for earlier ramp. This lifts SAP capacity to more than double by FY2027 and just under three times the H1-FY2024 level by end-FY2028, which management says is needed or "
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