デクセリアルズの2026年4～9月期は、売上高が前年同期比2.6％減の559億円、事業利益が同12.2％減の176億円となった。ノートPCや自動車向け反射防止フィルム、ディスプレイ向け異方性導電膜の数量減が影響した一方、AIデータセンター向け光半導体は増収。200Gbps/レーン対応高速応答フォトダイオードの量産も始めた。ただし、100Gbps/レーン品ではInP基板の供給量が必要量の6割弱にとどまっており、2027年度以降の成長に向けた材料確保が課題となる。
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