総合バリュエーションレンジ · 保守的 ¥3,500–¥3,800 / 妥当 ¥4,500–¥6,000 / 楽観的 ¥7,150–¥7,800。¥4,734 時点で 妥当な本源的価値レンジ内。
Renesas posted 2026 Capital Market Day materials covering company status, finance, sales, SDV, edge intelligence and AI infrastructure.
Possible impact:May affect expectations for long-term growth areas, capital allocation and software-led strategy.
Renesas completed the acquisition of Pictorus, adding a cloud-based behavioral modeling platform for embedded software development.
Possible impact:May affect expectations for Renesas 365, software revenue opportunities and developer ecosystem expansion.
Renesas said the June 16 earthquake caused no damage to Naka or Takasaki factories and production continued normally.
Possible impact:May ease concerns over chip supply disruption, though broader supplier impact was still being assessed.
Renesas completed its acquisition of Irida Labs, adding Vision AI software capabilities for edge AI embedded processing.
Possible impact:May affect growth expectations in edge AI, machine vision and Renesas 365 platform synergies.
Renesas forecast first-half 2026 non-GAAP revenue of JPY 752.8-767.8 billion and a 31.3% operating margin.
Possible impact:May shape expectations for Q2 momentum, margin resilience, and currency sensitivity.
Automatically summarized from public sources; for context only, not investment advice.
データ提供：EODHD、報告通貨で表示。参考情報であり、投資助言ではありません。
Renesas Electronics Corporation engages in the design, research, development, manufacturing, sale, and service of semiconductors in Japan, China, rest of Asia, Europe, North America, and internationally. The company operates through Automotive Business and Industrial/Infrastructure/IoT Business segments. It offers microcontrollers and microprocessors; amplifiers, audio and video, data converters, power line communication, and switches and multiplexer products; custom ASICS and processor IP solutions; automotive products; and specific clocks, clock distribution and generation, jitter attenuators with frequency translation, and crystal oscillators. The company also provides buffers, AS interface, data communication ICs, haptic drivers, logic level signal translators, memory interface products, optical interconnect, photocouplers, physical layer products, power line communications, transceivers, telecom interface products, USB products, and VME; and bus switches, embedded host bridges, FIFO products, memory interface products, multi-port memory, non-volatile memory, SRAMs, and standard logic. In addition, it offers power discrete products, converters, battery management ICs, power modules, FET drivers, LED drivers, linear regulators, motor drivers, PMICs, multi-phase power, power supply support, power devices, solid state lightning, and USB-C power; programmable logic products; and inductive position sensors, optical sensors, sensor signal conditioners, and automotive sensors. Further, the company provides space and harsh environment products, including Hi-Rel analog, data converters, digital, interface, power discrete, power management, and RF; and wireless connectivity products comprising Bluetooth Low Energy, DECT, NFC, sub-GHz/Wi-SUN transceivers, Wi-Fi MCUs, Wi-Fi networking, and wireless audio. Renesas Electronics Corporation was incorporated in 2002 and is headquartered in Tokyo, Japan.
Renesas Technology was formed in 2002 from the semiconductor operations of Hitachi and Mitsubishi Electric, excluding DRAM, and the current Renesas Electronics was created in 2010 by merging Renesas Technology with NEC Electronics, keeping NEC Electronics' listed shell and ticker lineage. In late 2012 it took a JPY 150 billion government-led bailout via the state-backed fund INCJ, whose remaining shares were fully sold by November 2023. It added Intersil (about $3.2 billion), agreed to buy IDT in 2018 for about $6.7 billion, acquired Dialog in 2021 for EUR 4.9 billion (about $5.9 billion), and in early 2024 agreed to buy Altium for AUD 9.1 billion (about $5.9 billion) at AUD 68.50 per share. In February 2026 it agreed to sell its timing business to SiTime for about $3.0 billion, a transfer approved on February 5, 2026 and expected to close by the end of 2026.
Renesas is a Tokyo-headquartered embedded-semiconductor maker with 21,907 employees, reporting through two segments, Automotive and Industrial/Infrastructure/IoT, and offering microcontrollers and microprocessors, analog, power, connectivity, and timing products. Its 2025 IFRS revenue was JPY 1,321.2 billion, with the non-GAAP automotive segment at JPY 639.7 billion and industrial/infrastructure/IoT at JPY 671.8 billion; its long-term portfolio is roughly 40% MCUs, about 20% each for analog and power, around 15% SoCs, and about 5% others. Company materials cite the number-two position in automotive MCUs in 2024 at 23.7% share, 15.0% of the total MCU market in 2023, and 29.2% in 16-bit and 32-bit MCUs excluding automotive in 2022. It operates a fab-lite model and competes with NXP, Infineon, STMicroelectronics, Texas Instruments, and Microchip.
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