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    Is ROHM’s New SiC MOSFET and Optical Sensor Lineup Altering The Investment Case For ROHM (TSE:6963)?

    Simply Wall St·12/10/2025 13:27:38
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    • ROHM Semiconductor recently began mass production of its SCT40xxDLL SiC MOSFET series in compact TOLL packages and its RPR-0730 high-precision analog optical sensor, targeting high-power-density systems like AI servers, ESS, printers, and conveyor equipment.
    • By combining higher-voltage, thermally efficient SiC devices with ultra-compact, fast optical sensing, ROHM is sharpening its focus on miniaturized, high-performance industrial and computing applications.
    • We’ll now examine how the new high-voltage SiC MOSFET lineup could influence ROHM’s existing investment narrative and future positioning.

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    ROHM Investment Narrative Recap

    To own ROHM, you need to believe its SiC power devices and industrial components can transition the business from recent losses toward healthier profitability as demand normalizes. The new 750 V TOLL SiC MOSFETs modestly support that thesis near term by reinforcing ROHM’s position in high power density computing and industrial systems, but they do not on their own resolve the key risk around weak profitability and the potential for further pressure if industrial and EV demand remain soft.

    Among recent announcements, ROHM’s raised guidance to JPY 460,000 million in net sales and JPY 5,000 million in operating profit for the year ending March 2026 feels most relevant. It shows management is still targeting a gradual earnings recovery while investing in SiC capacity and new product platforms like the SCT40xxDLL series, which could help if SiC demand in AI servers, ESS, and EV related applications strengthens over time.

    Yet even with these product wins, investors should be aware that ROHM still faces the risk of prolonged industrial and EV market softness, where...

    Read the full narrative on ROHM (it's free!)

    ROHM's narrative projects ¥543.4 billion revenue and ¥54.1 billion earnings by 2028.

    Uncover how ROHM's forecasts yield a ¥2205 fair value, in line with its current price.

    Exploring Other Perspectives

    TSE:6963 1-Year Stock Price Chart
    TSE:6963 1-Year Stock Price Chart

    Three fair value estimates from the Simply Wall St Community range from ¥755.89 to ¥2,204.55, underlining how differently investors can price ROHM. You should weigh these views against the risk that ongoing industrial weakness or a slower battery EV market could keep pressure on its SiC driven recovery and explore how each perspective accounts for that.

    Explore 3 other fair value estimates on ROHM - why the stock might be worth less than half the current price!

    Build Your Own ROHM Narrative

    Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

    • A great starting point for your ROHM research is our analysis highlighting 1 key reward and 2 important warning signs that could impact your investment decision.
    • Our free ROHM research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate ROHM's overall financial health at a glance.

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.