Resonac CEO on Strong AI Demand, China Risk

Resonac President and CEO Hidehito Takahashi stated that demand for semiconductor materials used in artificial intelligence (AI) remains robust, speaking exclusively with Bloomberg TV's Shery Ahn at the Bloomberg Look Ahead 2026 event in Tokyo. Takahashi highlighted that the company's advanced materials are critical for AI chip manufacturing, a sector experiencing unprecedented growth. He also addressed the geopolitical risks associated with China, noting that while the Chinese market is significant, Resonac is actively diversifying its supply chains and customer base to mitigate potential disruptions. The company is investing in new production facilities in Japan and other regions to ensure a stable supply of high-purity materials essential for next-generation AI processors. Takahashi emphasized Resonac's commitment to innovation, particularly in developing materials that enable faster and more efficient AI computations. He indicated that the company's strategic focus on the AI sector positions it for continued growth despite global economic uncertainties and trade tensions. Resonac's financial performance has been positively impacted by the sustained demand from major semiconductor manufacturers worldwide.