レゾナック・ホールディングスの2026年1～9月期は、売上収益が前年同期比14％増の8719億円、コア営業利益が同2.4倍の1641億円となった。AI向けを中心とする半導体後工程材料の販売が拡大し、半導体・電子材料セグメントのコア営業利益は同2.1倍の1586億円へ増加。特にAI向け銅張積層板の2026年売上高は、従来の前年比4倍弱から6倍弱へ見通しを引き上げた。通期コア営業利益予想も1960億円から2500億円へ上方修正した。
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