Added to YB: 2026-03-06
Pitch date: 2026-03-04
4980.T [bullish]
Dexerials Corporation
Author Info
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Company Info
Dexerials Corporation manufactures and sells electronic components, bonding materials, optics materials, and other products in Japan.
Market Cap
N/A
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
N/A
P/E
N/A
EV/Sales
N/A
Sector
Electronic Equipment, Instruments and Components
Category
growth
Walden 3 Research | February Portfolio New Position: Dexerials Corporation
4980.T (new position): 74% global ACF share, 94% anti-reflection film. iPhone Fold autumn 2026 uplift: 2 displays, flexible interconnects, extra OCA bonding vs standard iPhone = higher content/device. Photonics subsidiary (Apr 2024) developing waveguide photodiodes >60 GHz bandwidth, 400 Gbps/lane CPO roadmap by 2030. Dual catalyst: near-term Apple Fold, medium-term CPO photonics.
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