SUMCO Corp (ADR)
SUMCYQ1 2022(SUMCY Q3 FY2022)Estimated11% AI
AI Revenue %
11%
AI Fair Value
$382.7M
AI Revenue (Q)
$82.5M
Total Revenue (Q)
$750.0M
Analysis
Data center GPU demand beginning to inflect. TSMC ramping advanced nodes for NVIDIA. ~11%.
Analyzed by claude-opus-4-6
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix