Tdk Corporation · TSE:6762

Tdk — Investor Day (September 2025)

41 slides from Tdk's investor day presentation, Sep 1, 2025

Slide 1: TDK Investor Day 2025
TDK Investor Day 2025 To Enhancement of Corporate Value through Pre-Financial Capital TDK Corporation September 1, 2025
Slide 2: In Everything, Better
 TDK is in everything  Strive to be better, every day driving innovation and progress  transforming TDK In Everything, Better  Make the world better  Creating impact from within and transforming society by our technology and venture spirit Copyright © TDK Corporation, 2025. 2
Slide 4: Opening Remarks
Opening Remarks Noboru Saito President & CEO
Slide 5: My commitment as President & CEO (Material from Investor Day May 2024)
My commitment as President & CEO (Material from Investor Day May 2024) • We have formulated our vision of what we want to be 10 years from now (Long-term Vision). We have back-casted from our vision for 10 years to identify the path to enhancing our corporate value. • Based on our materials × proces
Slide 6: Enhancing corporate value though Pre-financial capital
Enhancing corporate value though Pre-financial capital Detail graph in page 19 of TDK United Report 2025 (Integrated Report) Copyright © TDK Corporation, 2025. 6
Slide 8: TDK continues to grow through Transformation
TDK continues to grow Details in page 19 of TDK United Report 2025 (Integrated Report) through Transformation 2017 InvenSense 2023 Qeexo Group Company Sensors Software 2005 ICsense Passive Components 1986 Lambda ASIC SAE Power supplies Magnets ATL Magnetic tapes HDD heads Lithium-ion batteries 2016
Slide 9: Enhancing corporate value though Pre-financial capital
Enhancing corporate value though Pre-financial capital Future Ferrite Tree New Business RF devices for quantum computer Unique LN thin-film FCLM culture Photo acoustic SpinPD glucose monitoring SAW filter Thin-film RF Multilayer RF component Neuromorphic device InCellSense Cardio-vascular component
Slide 10: TDK original culture “Functional Equality”
TDK original culture “Functional Equality” Top-down Leadership servant leadership TDK “Functional Equality” Proposing and exchanging opinions beyond departments Department Function There are hierarchies in positions, but there are no hierarchies in roles and functions. Opinions are treated equally.
Slide 11: TDK constantly contributes to the entire AI ecosystem
TDK constantly contributes to the entire AI ecosystem Making data Storing and recording more Regulating current stabilizing electricity efficient Storing electricity SensEI Photoelectric Storing large conversion, Storing electricity amounts of AI data Solving challenges Accurately receiving light wi
Slide 12: Human Capital Management
Human Capital Management Fueling Innovation & Inclusive Growth Andreas Keller Executive Vice President, CHRO and General Manager of the Human Resources HQ
Slide 13: Enhancing corporate value though Pre-financial capital
Enhancing corporate value though Pre-financial capital Future Ferrite Tree New Business RF devices for quantum computer Unique LN thin-film FCLM culture Photo acoustic SpinPD glucose monitoring SAW filter Thin-film RF Multilayer RF component Neuromorphic device InCellSense Cardio-vascular component
Slide 14: The evolution of TDK into a global company, required Human Resources to adapt
The evolution of TDK into a global company, required Human Resources to adapt in order to meet changing business needs Global HR structure transformed from Japanese male oriented organization to diversified organization in past 8years. Number of Team Members at TDK Group Global HR Leadership Female
Slide 15: TDK original culture “Functional Equality”
TDK original culture “Functional Equality” Top-down Leadership servant leadership TDK “Functional Equality” Proposing and exchanging opinions beyond departments Department Function There are hierarchies in positions, but there are no hierarchies in roles and functions. Opinions are treated equally.
Slide 16: We monitor communication-score to enrich the corporate culture of Functional Equality
We monitor communication-score to enrich the corporate culture of Functional Equality Medium-term 2023 2024 target (FY3/27) Communication score 67pts. 68pts. 75pts. or more Response rate 80% 90% 80% or more  Establish readily-accessible  Support effective communication communication channels by le
Slide 17: Our management development programs build a global leadership pipeline
Our management development programs build a global leadership pipeline Percentage of female Global Executive Management Program (GEMP) Approx. 25 9% Potential and newly appointed Corporate Officers with IESE Business School and Shizenkan University participants Global Advanced Management Program (GA
Slide 18: Horizontal Functional Equality: SensEI’s development beyond organization borders
Horizontal Functional Equality: SensEI’s development beyond organization borders  SensEI was established by outside the Sensor business group from GEMP.  edgeRX, which was developed by TDK SensEI, is a platform that monitors the health of industrial machinery using edge sensor devices equipped wit
Slide 19: Vertical Functional Equality: Internal incubator program TDK Kindergarten
Vertical Functional Equality: Internal incubator program TDK Kindergarten  Anyone can propose beyond hierarchy, Long-term titles, business roles. Mid-term  This program is not only original thinkers and developers but also team members with an entrepreneurial spirit, who can bring innovations to m
Slide 20: Diverse members beyond the job title and organization generate new business ideas at Kindergarten
Diverse members beyond the job title and organization generate new business ideas at Kindergarten The participants (the number of Idea) Idea submissions (competition input) 250 Head office dept Business dept Mentored ideas Early-stage explored ideas 46 19 199 200 158 150 The total 129 166 100 64 4 5
Slide 21: Companies established out of Kindergarten
2 Companies established out of Kindergarten Industry's first interactive EMC visualization platform! Develops sustainable technologies that permanently destroy PFAS — the toxic ‘forever chemicals’ — tackling one of today’s toughest environmental challenges. before after Discover more at www.denpaflu
Slide 22: CHRO session summary
CHRO session summary  TDK Human Capital Management is, acceleration of TDK transformation through transforming its Human Resources.  The spirit of ‘Functional Equality' itself is a growth driver that promotes diversity and innovation.  Diverse talents coming together have sparked innovation throu
Slide 23: Today’s speaker
Today’s speaker Andreas Keller Angela Yuan Tomoyo Hiraoka Deputy Deputy Head Title CHRO General Manager Global Division Workplace Japan China Germany Nationality Germany China Japan Executive Director of Human Resources and Supply Chain Head of Human Resources in CHRO, Multinational Background Manag
Slide 24: Cutting-edge Technology Development
Cutting-edge Technology Development Shuichi Hashiyama Corporate Officer, CTO and General Manager of the Technology & Intellectual Property HQ
Slide 25: Through the integration of material technology and process technology, we have developed spintronics technology
Through the integration of material technology and process technology, we have developed spintronics technology New Business ntum computer Spin photodetector LN thin-film SpinPD SAW filter Thin-film RF Neuromorphic Neuromorphic device ular Multilayer RF component component Devices g Thin-film Motion
Slide 26: TDK's Spintronics Technology
TDK's Spintronics Technology technology TDK has accumulated spintronics through numerous products to date Spin Electronics magnetic heads for HDD electrons Spintronics Technology that simultaneously utilizes the magnetic and electrical properties of electrons "Spin" is the smallest unit of magnet, a
Slide 27: We view the challenges posed by growing energy demand as opportunities
We view the challenges posed by growing energy demand as opportunities and contribute to the transformation of society Global electricity demand outlook for data Market Forecast for Photonic Integrated Circuits centers for AI and other applications Rapid increase in electricity demand IEA "Electrici
Slide 28: Derived from spintronics technology: Neuro-morphic devices
Derived from spintronics technology Neuro-morphic devices New Business Spin photodetector Neuromorphic device Neuromorphic Devices TMR sensor TMR sensor Thin-film magnetic Head Core memory TMR head Audio Spintronics technology cassette tape Thin film head AMR head GMR head HAMR HAMR Microfabrication
Slide 29: What is a neuromorphic device?
What is a neuromorphic device? Spin memristors are analog memory elements that electrically mimic the synapses of the human brain. It is expected to significantly improve AI power consumption and address the societal challenges of increasing power demand associated with AI development. Neuro Human b
Slide 30: Technological Advantages of Neuromorphic Devices
Technological Advantages of Neuromorphic Devices Conventional AI semiconductors TDK Neuromorphic Devices Semiconductors such as GPUs  Memory and processor are separate  Memory and processor are integrated ⇒ Large power consumption ⇒ Low power consumption  Data is processed digitally  Data is pro
Slide 31: Edge AI solutions combining neuromorphic devices with sensors
Edge AI solutions combining neuromorphic devices with sensors, contribute to an ultra-low power consumption society. Neuro Neuromorphic Sensors Edge AI devices Copyright © TDK Corporation, 2025. 31
Slide 32: Derived from spintronics technology: Spin photodetector
Derived from spintronics technology Spin photodetector New Business Spin photodetector SpinPD Neuromorphic device Neuromorphic device TMR sensor TMR sensor Thin-film Magnetic Head Core memory TMR head Audio Spintronics technology cassett e tape GMR head Thin film head AMR head HAMR HAMR Microfabrica
Slide 33: What is photodetector required for high-speed communication in AI servers?
What is photodetector required for high-speed communication in AI servers? principle Photo detector Optical Electrical signal signal Converting light signals into electrical Light source signals Ultra-high speed, large capacity, low latency Data processing optical signals (e.g., generative AI chips)
Slide 34: TDK's proprietary spin photodetector
TDK's proprietary spin photodetector Our photodetector is the world's first optical sensing element which uses spintronics technology inspired from HDD magnetic heads without using semiconductors. It achieves ultra-high-speed optical sensing across a wide wavelength range from infrared to visible li
Slide 35: Technological Advantages of Spin Photodetectors
Technological Advantages of Spin Photodetectors With its superior technology compared to conventional photodetectors, our technology is expected to play a significant role in a wide range of applications, including generative AI, 5G/6G, smart glasses, ultra-high-speed image sensors, and spectroscopi
Slide 36: TDK constantly contributes to the entire AI ecosystem
TDK constantly contributes to the entire AI ecosystem Making data Storing and recording more Regulating current stabilizing electricity efficient Storing electricity Photoelectric Storing large conversion, Storing electricity amounts of AI data Solving challenges Accurately receiving light with a co
Slide 37: CTO session summary
CTO session summary  We have created new technologies and evolved our Ferrite Tree by promoting a venture spirit based on a corporate culture of functional equality.  Our diverse members will envision the future, capture cutting-edge technologies such as AI and the environment changes, and proacti
Slide 38: Today’s speaker
Today’s speaker Shuichi Hashiyama Toru Katsumoto Mai Takeuchi Takekazu Yamane Title CTO Outside Director Workplace Japan Chiba Japan Japan Chiba Japan Chiba Nationality Japan Japan Japan Japan Former GM of the Engineer of Engineer of Background Former CTO of Sony Corporate Strategy HQ Neuromorphic d
Slide 39: Leverage Pre-financial capital for sustainable growth
Leverage Pre-financial capital for sustainable growth In Everything, Better Long-term Vision TDK Transformation Accelerating transformation for a sustainable future 1935年 1970 1975 1980 1985 1990 1995 2000 2005 2010 2015 2020 Foudation Copyright © TDK Corporation, 2025. 39
Slide 40: Cautionary statements with respect to forward-looking statements
Cautionary statements with respect to forward-looking statements This material contains forward-looking statements, including projections, plans, policies, management strategies, targets, schedules, understandings, and evaluations about TDK, or its group companies (TDK Group). These forward-looking
Slide 41: In Everything, Better
iT DIK In Everything, Better

TDK — Investor Day (September 2025) on 6ix

Tdk — Investor Day (September 2025)

Slide 1: TDK Investor Day 2025

Slide 2: In Everything, Better

Slide 3: Today's Agenda

Slide 4: Opening Remarks

Slide 5: My commitment as President & CEO (Material from Investor Day May 2024)

Slide 6: Enhancing corporate value though Pre-financial capital

Slide 7: TDK Transformation

Slide 8: TDK continues to grow through Transformation

Slide 9: Enhancing corporate value though Pre-financial capital

Slide 10: TDK original culture “Functional Equality”

Slide 11: TDK constantly contributes to the entire AI ecosystem

Slide 12: Human Capital Management

Slide 13: Enhancing corporate value though Pre-financial capital

Slide 14: The evolution of TDK into a global company, required Human Resources to adapt

Slide 15: TDK original culture “Functional Equality”

Slide 16: We monitor communication-score to enrich the corporate culture of Functional Equality

Slide 17: Our management development programs build a global leadership pipeline

Slide 18: Horizontal Functional Equality: SensEI’s development beyond organization borders

Slide 19: Vertical Functional Equality: Internal incubator program TDK Kindergarten

Slide 20: Diverse members beyond the job title and organization generate new business ideas at Kindergarten

Slide 21: Companies established out of Kindergarten

Slide 22: CHRO session summary

Slide 23: Today’s speaker

Slide 24: Cutting-edge Technology Development

Slide 25: Through the integration of material technology and process technology, we have developed spintronics technology

Slide 26: TDK's Spintronics Technology

Slide 27: We view the challenges posed by growing energy demand as opportunities

Slide 28: Derived from spintronics technology: Neuro-morphic devices

Slide 29: What is a neuromorphic device?

Slide 30: Technological Advantages of Neuromorphic Devices

Slide 31: Edge AI solutions combining neuromorphic devices with sensors

Slide 32: Derived from spintronics technology: Spin photodetector

Slide 33: What is photodetector required for high-speed communication in AI servers?

Slide 34: TDK's proprietary spin photodetector

Slide 35: Technological Advantages of Spin Photodetectors

Slide 36: TDK constantly contributes to the entire AI ecosystem

Slide 37: CTO session summary

Slide 38: Today’s speaker

Slide 39: Leverage Pre-financial capital for sustainable growth

Slide 40: Cautionary statements with respect to forward-looking statements

Slide 41: In Everything, Better