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HOYA公式サイトのニュース抜粋。2026/6/1に小児近視用レンズ「MiYOSMART」を国内発売開始、昭島工場へオフサイトPPAで再エネ導入、健康経営優良法人10年連続認定など。投資面では、主にアイケア製品の国内展開による売上/ミックス改善期待と、ESG/電力コスト・脱炭素対応の文脈が示唆される。
HOYA describes its role as a key supplier of advanced glass/photomask products across (1) EUV lithography mask blanks/photomasks for semiconductor scaling, (2) photomasks for LCD/OLED flat panel displays, and (3) glass substrates for high-capacity HDDs used in cloud/data centers. Actionable implication: positioned as a picks-and-shovels beneficiary of (a) continued EUV adoption and leading-edge wafer-fab capex, and (b) nearline/cloud HDD capacity growth; more mixed linkage to consumer display cy
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