Company Reports

Renesas' second-quarter revenue and operating margin were JPY 418 billion and 24%, up 29% and 1,218 basis points year on year. Management noted limited facility damage from the recent Kumamoto earthquake.

Renesas primarily serves the automotive, industrial, enterprise, and consumer electronics markets. The company's primary products are microcontrollers, power, and analog chips used in equipment and devices across these industries. We see key drivers for Renesas to arise mainly in the automotive and enterprise markets it serves.

Renesas' capital markets day, held on June 25, 2026, focused heavily on its outlook for the artificial intelligence infrastructure business. Shares closed 3% higher.

Renesas primarily serves the automotive, industrial, enterprise, and consumer electronics markets. The company's primary products are microcontrollers, power, and analog chips used in equipment and devices across these industries. We see key drivers for Renesas to arise mainly in the automotive and enterprise markets it serves.

Renesas primarily serves the automotive, industrial, enterprise, and consumer electronics markets. The company's primary products are microcontrollers, power, and analog chips used in equipment and devices across these industries. We see key drivers for Renesas to arise mainly in the automotive and enterprise markets it serves.

Renesas' March-quarter non-GAAP revenue and operating margin of JPY 372 billion and 34% represented year-on-year growth of 21% and 654 basis points, respectively. Shares closed 5% lower after earnings were released.

Renesas primarily serves the automotive, industrial, enterprise, and consumer electronics markets. The company's primary products are microcontrollers, power, and analog chips used in equipment and devices across these industries. We see key drivers for Renesas to arise mainly in the automotive and enterprise markets it serves.

We are transferring coverage of Renesas, a leading integrated device manufacturer of microcontrollers, analog, and power chips. Renesas is the fifth-largest automotive semiconductor manufacturer in the world by revenue, with an estimated market share of 6.7% as of 2024.

Renesas' December-quarter revenue was JPY 351 billion, up 5% sequentially. Gross margin was up 165 basis points from the prior quarter at 59%. Renesas' stock price jumped 8% amid upbeat comments on both automotive and artificial intelligence markets.

Renesas is an integrated device manufacturer, or IDM, meaning it designs and manufactures semiconductors. It serves the automotive, industrial, infrastructure, and Internet of Things, or IoT, markets. Through the acquisition of Altium and several other targets, Renesas aims to offer a one-stop platform that allows customers to identify the best fit between Renesas’ semiconductors and customers’ products, thereby imposing switching costs.

Renesas Electronics' September-quarter revenue was JPY 335 billion, up 3% sequentially. Gross margin was up 162 basis points from the prior quarter at 57.3%. Though the figures met guidance, shares fell 4% due to a cautious outlook on automotive recovery.

Renesas is an integrated device manufacturer, or IDM, meaning it designs and manufactures semiconductors. It serves the automotive, industrial, infrastructure, and Internet of Things, or IoT, markets. Through the acquisition of Altium and several other targets, Renesas aims to offer a one-stop platform that allows customers to identify the best fit between Renesas’ semiconductors and customers’ products, thereby imposing switching costs.

Renesas' June-quarter revenue was JPY 325 billion, up 5% sequentially. Gross margin was flat from the prior quarter at 55.7%. Though June-quarter figures were above guidance, shares fell 5% as management remained cautious on the second-half outlook.

Renesas lowered long-term growth expectations at its capital markets day on June 26. The company now aims to double its revenue to USD 20 billion by 2035 instead of 2030, and its target midterm operating margin is now 25%-30%, down from 30%. Shares tanked 12% following the announcement.

Renesas is an integrated device manufacturer, or IDM, meaning it designs and manufactures semiconductors. It serves the automotive, industrial, infrastructure, and Internet of Things, or IoT, markets. Through the acquisition of Altium and several other targets, Renesas aims to offer a one-stop platform that allows customers to identify the best fit between Renesas’ semiconductors and customers’ products, thereby imposing switching costs.

Renesas' first-quarter 2025 revenue was JPY 309 billion, down 12% year on year. Gross margin fell 15 basis points from the year-ago quarter to 56%. The numbers met management guidance.

Renesas is an integrated device manufacturer, or IDM, meaning it designs and manufactures semiconductors. It serves the automotive, industrial, infrastructure, and Internet of Things, or IoT, markets. Through the acquisition of Altium and several other targets, Renesas aims to offer a one-stop platform that allows customers to identify the best fit between Renesas’ semiconductors and customers’ products, thereby imposing switching costs.

Renesas' fourth-quarter 2024 revenue was JPY 293 billion, down 19% year on year. Gross margin fell 1.5 percentage points from the year-ago quarter to 54.9%. The numbers exceeded management's guidance. Shares jumped by 13% Wednesday after management said inventory clearance is ending.

Renesas is an integrated device manufacturer, or IDM, meaning it designs and manufactures semiconductors. It serves the automotive, industrial, infrastructure, and Internet of Things, or IoT, markets. Through the acquisition of Altium and several other targets, Renesas aims to offer a one-stop platform that allows customers to identify the best fit between Renesas’ semiconductors and customers’ products, thereby imposing switching costs.

Renesas is an integrated device manufacturer, or IDM, meaning it designs and manufactures semiconductors. It serves the automotive, industrial, infrastructure, and Internet of Things, or IoT, markets. Through the acquisition of Altium and several other targets, Renesas aims to offer a one-stop platform that allows customers to identify the best fit between Renesas’ semiconductors and customers’ products, thereby imposing switching costs.