Semiconductor materials · Biologics CDMO · Imaging
Fujifilm Holdings
Fujifilm Holdings pivoted from photographic film into advanced materials and healthcare. It runs four segments: Healthcare, Business Innovation, Electronics, and Imaging. The Electronics segment rides generative-AI demand through front-end semiconductor materials such as CMP slurries and photoresists. Healthcare centers on subsidiary Diosynth's biopharmaceutical contract development and manufacturing (CDMO) plus endoscopy and CT/MRI medical imaging. In FY ended March 2025 consolidated revenue was JPY3,195.8B, with Electronics up 20.7%.
Business categories Biopharma Manufacturing & CDMO · Biopharma & Life Sciences · primary Semiconductor Process Materials & Gases · Semiconductor Supply Chain
4901.T Updated Sep 23, 2026 4 AI consumers· 2 recurring
Per the valuechain.wiki graph, Fujifilm Holdings is directly linked to 2 companies (0 supply, 2 revenue relationships) and reaches 5 companies within two hops; the links are backed by 9 dated sources, 1 of them primary filings (as of 2026-09-23).
Financials & Segments
- Total revenue · Consolidated revenue JPY3,195.8B (FY ended Mar 2025, +7.9%)
- Segments · Healthcare (bio CDMO, medical imaging) · Business Innovation (office, graphics) · Electronics (semiconductor materials) · Imaging (cameras, Instax)
Revenue from
- 반도체 제조사 (레지스트·CMP 슬러리) High confidence· Amount ¥170B · FY24~26 투자 · semiconductor materials growth investment
Core Electronics-segment revenue. Fujifilm supplies photoresists (ArF immersion, 28nm node verified with imec, world No.5 share) and CMP slurries (advanced-packaging product launched, targeting global No.1 in total CMP slurry by FY2030) to semiconductor makers. Generative-AI advanced-chip demand lifted Electronic Materials revenue 29.3% YoY and the segment to JPY432.8B, up 20.7%. JPY170B growth investment in semiconductor materials across FY24-26.Confirms KO Global Economic Published Nov 10, 2025: Fujifilm posts record Q2 revenue; semiconductor up 11.9%Confirms EN FUJIFILM Published Jun 1, 2025: Fujifilm to Enhance CMP Slurries Production Capacity at KumamotoConfirms EN FUJIFILM Holdings Published May 2, 2025: Financial Results (Consolidated) for the Fiscal Year Ended March 31, 2025 - Regeneron Pharmaceuticals (바이오 CDMO) High confidence· contract $3B · 10년(2025~) · Diosynth 10-year manufacturing agreement
Subsidiary Diosynth's 10-year, $3B+ US manufacturing agreement with Regeneron — the anchor deal for Healthcare bio-CDMO growth, producing antibodies at the new Holly Springs plant ($3.2B).Confirms EN FUJIFILM Diosynth Biotechnologies Published Apr 22, 2025: FUJIFILM Diosynth Biotechnologies and Regeneron Sign a 10-Year U.S. Manufacturing Agreement Valued at Over $3 BillionConfirms KO Pharm Edaily Published Nov 8, 2024: Fujifilm adds KRW1.6T to US CDMO base, expanding antibody capacity - 의료기관 (내시경·CT/MRI·IVD) High confidence
Healthcare segment medical-systems business supplies endoscopes, CT/MRI and in-vitro diagnostics (IVD) to hospitals and clinics. Segment revenue JPY1,022.6B (+4.9%); strong endoscope, CT/MRI and IVD sales offset declining medical-film demand.Confirms EN FUJIFILM Holdings Published May 2, 2025: Financial Results (Consolidated) for the Fiscal Year Ended March 31, 2025 - Biogen Inc. Medium confidence
Fujifilm Holdings, through its group, acquired Biogen's Hillerød site in Denmark and entered manufacturing-services agreements covering commercial biologics including TYSABRI, with the individual manufacturing consideration undisclosed.Confirms KO Yonhap News Agency Published Mar 13, 2019: Samsung Bioepis Changes Contract Manufacturer from Biogen to FujifilmConfirms EN Biogen Investor Relations Published Mar 12, 2019: Biogen Enters Into an Agreement to Sell Its Large-Scale Biologics Manufacturing Site in Hillerød, Denmark to Fujifilm
Pays to
- 설비·바이오리액터 공급사 (CDMO·반도체소재 증설) High confidence
Large-scale spending on facilities, bioreactors and production equipment for bio-CDMO expansion (Holly Springs, NC over $3.2B total; Hillerød, Denmark 20,000L bioreactor additions to Europe's largest 400,000L capacity) and CMP-slurry expansion at Kumamoto.Confirms EN FUJIFILM Published Jun 1, 2025: Fujifilm to Enhance CMP Slurries Production Capacity at KumamotoConfirms KO Pharm Edaily Published Nov 8, 2024: Fujifilm adds KRW1.6T to US CDMO base, expanding antibody capacity - 화학 원료 공급사 (파인케미칼·고순도 화학) Medium confidence
Buys fine chemicals and high-purity chemical feedstocks needed to make photoresists, CMP slurries, developers and other front-end semiconductor materials. In June 2024 it created the Advanced Functional Materials division integrating display materials, industrial products and fine chemicals.Confirms EN FUJIFILM Holdings Published May 2, 2025: Financial Results (Consolidated) for the Fiscal Year Ended March 31, 2025
Value-chain ripple (2 tiers)
Following node-to-node links up to 2 tiers; each firm is shown once, at its nearest tier.
| Company | Chain | '21 | '22 | '23 | '24 | '25 | YTD |
|---|---|---|---|---|---|---|---|
| McKesson Corporation | lead2 | +44.2 | +51.8 | +24.1 | +23.7 | +44.5 | +14.8 |
| Eisai | lead2 | -22.9 | +42.2 | -10.9 | -32.2 | -3.5 | +10.3 |
| Cencora, Inc. | lead2 | +44.1 | +26.3 | +25.3 | +10.4 | +51.5 | -1.4 |
| Biogen Inc. | lead1 | -2 | +15.4 | -6.6 | -40.9 | +15.1 | +28.3 |
| Regeneron Pharmaceuticals | lead1 | +30.7 | +14.2 | +21.7 | -18.9 | +9 | +7.7 |
| Fujifilm Holdings | node | +29.2 | -8.9 | +40.2 | +11.6 | -8.5 | +13.6 |
YTD as of 2026-10-09 · source: Yahoo Finance
Fujifilm Holdings operates across Nikkei 225, semiconductor materials and bio CDMO. It is +8.6% in 2026. Its demand and supply links are known, but listed-counterparty return data is limited. In FY ended March 2025 consolidated revenue was JPY3,195.8B, with Electronics up 20.7%.
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