FUJIMI <5384> rebounds. Ichiyoshi Securities has upgraded the rating from 'B' to 'A' and has increased the fair value from 3,300 yen to 3,400 yen. It is believed that there is room for an upward revision in the FY ending March 2025 plan, and the company's position within the semiconductor industry is also considered favorable. In the semiconductor industry, there are concerns about the delayed recovery and slowdown of general-purpose DRAM and flash memory, but the company's focus on logic semiconductor applications is high, and the risk of a performance slowdown for the fiscal year ending March 2026 is limited.

.