Japan's hidden layer under the buildout. Chips, Power, Physical AI, Orbit. From the filings, mapped to KR/TW/US tickers. 20+ yr JP hardware operator. NFA·DYOR
Furukawa Electric (TSE: 5801) reported 25.5 billion yen of operating profit for the June quarter.
Its entire first half last year was 19.4 billion.
Full year guidance went from 95 billion in May to 123 billion in August. Up 92.6 percent on last year's 63.9 billion.
This is a cable maker, and the guidance is doing what a semiconductor name usually does.
Source: Furukawa Electric, Q1 FY March 2027 results, 6 August 2026.