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    Is Mitsubishi Chemical’s AI Data Center Materials Push Altering The Investment Case For Mitsubishi Chemical Group (TSE:4188)?

    Simply Wall St·12/23/2025 11:13:22
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    • In December 2025, Boston Materials and Mitsubishi Chemical Group announced a collaboration and investment to develop second-generation Liquid Metal ZRT thermal interface materials for high-performance computing and AI data center applications, supported by Mitsubishi Chemical’s advanced electronic materials supply chain.
    • The partnership, including new semiconductor packaging labs in Asia, reinforces Mitsubishi Chemical Group’s push to become a key advanced material supplier to the semiconductor industry.
    • Next, we’ll explore how this push into advanced thermal management for AI data centers may influence Mitsubishi Chemical Group’s investment narrative.

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    Mitsubishi Chemical Group Investment Narrative Recap

    To own Mitsubishi Chemical Group, you need to believe its shift from bulk chemicals to specialty and advanced materials can offset weakness in core MMA and basic polymers. The Boston Materials collaboration fits this thesis by deepening exposure to semiconductor and AI data center materials, but it does not change the near term picture of pressured guidance, thin margins, and reliance on restructuring to support earnings.

    The October 2025 downward revision to full year guidance, driven largely by price gaps and softer volumes in MMA and Basic Materials & Polymers, is the most relevant backdrop to this announcement. While the Liquid Metal ZRT partnership showcases the type of higher value growth MCG is targeting, it sits alongside ongoing efforts in specialty materials that must work hard to counter structural headwinds in legacy segments.

    Yet behind this push into AI thermal materials, investors should also be aware of the risk that persistent MMA oversupply...

    Read the full narrative on Mitsubishi Chemical Group (it's free!)

    Mitsubishi Chemical Group's narrative projects ¥3969.1 billion revenue and ¥125.7 billion earnings by 2028. This implies a 2.4% yearly revenue decline and an earnings increase of about ¥89.5 billion from ¥36.2 billion today.

    Uncover how Mitsubishi Chemical Group's forecasts yield a ¥905 fair value, in line with its current price.

    Exploring Other Perspectives

    TSE:4188 1-Year Stock Price Chart
    TSE:4188 1-Year Stock Price Chart

    Simply Wall St Community members see fair value for Mitsubishi Chemical Group spread between ¥905 and ¥1,231 across 3 independent views, underlining how differently its prospects are interpreted. Set against this, the current drag from MMA oversupply and weaker Basic Materials & Polymers keeps the near term earnings trajectory firmly in focus for anyone weighing these varied opinions.

    Explore 3 other fair value estimates on Mitsubishi Chemical Group - why the stock might be worth just ¥905!

    Build Your Own Mitsubishi Chemical Group Narrative

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.