I remain deeply grateful to you, our shareholders and investors, for your continued support of SUMCO.

During fiscal year 2025 (January 1 – December 31, 2025), the semiconductor market saw strong growth in demand for data center use to meet AI needs, whereas demand growth for consumer, industrial, and automotive uses was slow, as the continued bifurcation of the market made for a challenging business environment.

Despite such difficulties, the widespread adoption of AI is generating new growth opportunities, and applications to advanced inference are spreading. As a result, the situation is increasingly becoming one that supports steady growth in demand for leadingedge semiconductors, in which we can employ our strengths to best advantage.

Meanwhile, the external environment in which we operate, including cost of living, foreign exchange rates, climate change, and the world order, is changing at an accelerating pace. The changes in supply and demand dynamics due to geopolitical factors are especially large. We will therefore continue with prompt and effective information gathering and analysis, staying focused on business management that enables us to adapt flexibly to change.

Making sure we maintain thorough and accurate awareness of the market environment with its rapid pace of major technological innovation, further improving quality, and becoming more cost competitive, we will also devote an even greater effort especially in research and development, giving highest priority as a leading semiconductor materials manufacturer to remaining a trusted partner to our customers and society.

We have set a year-end dividend amount of 10 yen per share for the period ended December 2025, based on an overall consideration of such factors as profit levels in this period, the outlook for subsequent periods, funding needs for capital investment, free cash flow, EBITDA, and the status of dividend resources. This brings the annual dividend amount to 20 yen per share, and the total dividend payments to 7.0 billion yen. Continuing to pay close attention to the economic environment, industry trends, earnings status, and funding needs, we will seek to provide flexible and appropriate returns to our shareholders.