Demand for semiconductor-related capital investment driven by the spread of IoT and AI
First written in FY2018-Q1. 7 of 28 entries say "Restated". Latest entry: FY2027-H1.
Jgc Holdings moved to the "Worse" side of this theme in 2019.
2 other companies' latest entry also says "Advanced".
- FY2027-H1AdvancedAnnual report
「In the general industrial field, which covers the design, procurement and construction of various equipment and facilities related to semiconductors, battery storage and data centers, capital investment plans for semiconductor manufacturing plants, semiconductor materials plants, data centers and other facilities are progressing steadily, mainly in Asia, amid the advancement of AI and digitalisation.」
Against the backdrop of AI and digitalization, capital investment plans for semiconductor manufacturing and materials plants and data centers are steadily advancing, mainly in Asia. - FY2026AdvancedAnnual report
「In the fine ceramics sector, product demand in the semiconductor and electronic materials-related market, led by generative AI, was strong.」
Following stagnation in the semiconductor-related market, the semiconductor and electronic materials-related market, led by generative AI, remained strong. - FY2026-H1AdvancedAnnual report
「In the fine ceramics sector, the semiconductor and electronic materials-related market, led by generative AI, remained solid.」
Following stagnation in the semiconductor-related market, the semiconductor and electronic materials-related market, led by generative AI, remained solid. - FY2025-H1MitigatedAnnual report
「In the fine ceramics segment, demand for ceramic products increased as the semiconductor-related market gradually recovered, while demand for power semiconductor-related products for electric vehicles continued to expand.」
Following stagnation and inventory adjustments in the semiconductor-related market, the semiconductor-related market and demand for ceramics products gradually recovered. Demand for EV power semiconductor-related products also continues to expand. - FY2024-Q3RestatedAnnual report
「In the fine ceramics sector, although economic stagnation in the semiconductor-related market continued, demand for power semiconductor-related products for electric vehicles continued to expand as the shift to EVs accelerated.」
Stagnation in the semiconductor-related market coexists with expanding demand for power semiconductor-related products driven by the shift to EVs. - FY2024-Q2AdvancedAnnual report
「In the fine ceramics segment, although the economic stagnation in the semiconductor-related market continued, demand for power semiconductor-related products for electric vehicles expanded further as the shift toward EVs accelerated.」
While stagnation in the semiconductor-related market continues, demand for EV power semiconductor-related products expanded further against the backdrop of accelerating EV adoption. - FY2024-Q1Weak semiconductor market conditions alongside strong EV demandAnnual report
「In the fine ceramics sector, although economic conditions in the semiconductor-related market remained stagnant, demand for power semiconductor-related products for electric vehicles continued to be strong.」
While stagnation in the semiconductor-related market and a slowdown in demand related to capital investment were reported, strong demand for EV power semiconductor-related products continues. - FY2023WorsenedAnnual report
「In the fine ceramics segment, although signs of an economic slowdown intensified in the previously strong semiconductor-related market, demand for power semiconductor-related products for electric and hybrid vehicles remained strong.」
The semiconductor-related market showed increasingly pronounced signs of an economic slowdown, confirming existing concerns about worsening market conditions as the full-year business environment. Meanwhile, demand for power semiconductor-related products for EVs and HVs was said to be strong. - FY2023-Q3WorsenedAnnual report
「In the fine ceramics sector, device manufacturers adjusted production and restrained new capital investment in the previously strong semiconductor-related market, and the impact on the semiconductor manufacturing equipment sector has begun to emerge. The company is closely monitoring customer trends.」
The disclosure states that, in addition to signs of an economic slowdown in the semiconductor market, device manufacturers' production adjustments and restraint on new capital investment have begun to affect the semiconductor manufacturing equipment sector. - FY2023-Q2Uncertainty over the outlook for the semiconductor marketAnnual report
「In the fine ceramics segment, although uncertainty emerged regarding the outlook for the previously strong semiconductor market, demand for products related to semiconductor manufacturing equipment and other products remained strong.」
While semiconductor-related demand is said to remain strong, the disclosure states that uncertainty has emerged over the outlook for the previously strong semiconductor market. - FY2022MitigatedAnnual report
「In the fine ceramics sector, overall customer demand for products increased against the backdrop of a strong global semiconductor-related market.」
The increase in demand for semiconductor-related products was confirmed for the full year against the backdrop of a recovery and strength in the semiconductor-related market. - FY2022-Q3MitigatedAnnual report
「In the fine ceramics segment, demand for related products increased against the backdrop of expanding demand in the semiconductor-related market.」
Following an adjustment in the semiconductor-related market and a decline in orders, demand for semiconductor-related products continues to increase. - FY2022-Q2MitigatedAnnual report
「In the fine ceramics sector, demand for related products increased against the backdrop of expanding demand in the semiconductor-related market.」
Demand for fine ceramics-related products continued to increase against the backdrop of a strong semiconductor-related market, confirming a recovery from sluggish orders through the previous fiscal year. - FY2022-Q1MitigatedAnnual report
「Customer demand for products increased against the backdrop of a strong global semiconductor-related market.」
Following an adjustment in the semiconductor-related market and a decline in orders, customer demand increased against the backdrop of a strong global semiconductor market. - FY2021-Q3MitigatedAnnual report
「Amid growing global demand for semiconductor memory, orders in the semiconductor-related sector, a key market, are gradually recovering. Orders are also beginning to increase for high-thermal-conductivity silicon nitride substrates for power semiconductors used in electric vehicles (EVs) and hybrid vehicles (HVs).」
Orders in the semiconductor-related sector are gradually recovering, and orders for substrates for EV and HV power semiconductors are also beginning to increase. An improvement from the order decline through the previous quarter has emerged. - FY2021-Q2WorsenedAnnual report
「In the fine ceramics sector, orders declined as restrictions on customers' production activities due to the spread of COVID-19 were compounded by the impact of US-China trade tensions, which began to emerge in the semiconductor and information and communications sectors, the main markets.」
Despite the recovery expected for semiconductor-related parts in the previous quarter, the effects of customers' production restrictions and US-China trade tensions have led to a decline in orders. - FY2021-Q1Recovery in orders for semiconductor-related partsAnnual report
「In the fine ceramics segment, orders for components for semiconductor-related equipment were beginning to recover as semiconductor manufacturers resumed capital investment, but orders for substrates for automotive radar and other products remained weak.」
While the resumption of capital investment by semiconductor manufacturers has led to signs of recovery in orders for parts for semiconductor-related equipment, orders for automotive radar boards and other products remain sluggish. - FY2020WorsenedAnnual report
「The progress of 5G adoption in China fell short of initial expectations, resulting in sluggish orders for parts for optical communications and parts for film deposition and etching equipment used in semiconductor production.」
The delay in the spread of 5G in China has been reflected in full-year results as sluggish orders for optical communications-related parts and semiconductor-related parts. - FY2020-Q3WorsenedAnnual report
「In the fine ceramics sector, the progress of 5G adoption in China fell short of initial expectations, resulting in sluggish orders for optical communications components and components for deposition and etching equipment used in semiconductor manufacturing.」
The delay in the spread of 5G in China has been reflected in results as sluggish orders for semiconductor-related parts, in addition to parts for optical communications. - FY2020-Q2WorsenedAnnual report
「In the functional materials manufacturing business, the overall market has entered an adjustment phase due to the prolonged US-China trade friction and the postponement of capital investment by semiconductor manufacturers, although some semiconductor and flat-panel display plants have begun resuming investment. A recovery is expected from the second half of the current consolidated fiscal year onward.」
The semiconductor-related market as a whole entered an adjustment phase, and the effects of US-China trade tensions and postponed capital investment continue. Meanwhile, some plants have resumed investment, and a recovery is expected from the second half of the fiscal year onward. - FY2020-Q1WorsenedAnnual report
「Although the business is being affected by the prolonged US-China trade friction and the postponement of capital investment by semiconductor manufacturers, the market for the adoption of 5G in the information and communications field is becoming increasingly buoyant.」
The impact of prolonged US-China trade tensions and semiconductor manufacturers postponing capital investment on demand for semiconductor-related capital investment driven by IoT and AI was clearly identified. Meanwhile, the information and communications market is becoming increasingly active ahead of the spread of 5G. - FY2019-Q3RestatedAnnual report
「In the fine ceramics segment, shipments of components for organic EL manufacturing equipment showed signs of slowing, but optical communications-related components, which had been undergoing inventory adjustments, began to recover, while orders remained strong, particularly for components for semiconductor-related cleaning and lithography equipment.」
Orders for semiconductor-related parts driven by the spread of IoT and AI remain strong. - FY2019-Q2RestatedAnnual report
「Orders remained strong, particularly for components for semiconductor-related cleaning and lithography equipment, against the backdrop of wider IoT and AI adoption.」
Semiconductor-related capital investment driven by the spread of IoT and AI and strong orders for parts for this sector continue. - FY2019-Q1RestatedAnnual report
「Customer capital investment in semiconductor-related equipment, driven by the spread of IoT and AI, remained strong, and orders were strong, particularly for components for cleaning and lithography equipment.」
Semiconductor-related capital investment driven by the spread of IoT and AI and strong orders for parts for this sector continue. - FY2018RestatedAnnual report
「Growth driven by smartphone demand has begun to level off, but demand from IoT and AI has emerged, and the semiconductor sector is expected to continue growing.」
Expectations for continued growth in semiconductor-related demand driven by IoT and AI remain in place. - FY2018-Q3RestatedAnnual report
「Customer semiconductor-related capital investment driven by the spread of IoT and AI resulted in strong orders for parts for cleaning equipment and parts for lithography equipment.」
Semiconductor-related capital investment driven by the spread of IoT and AI continues to be identified as a factor behind strong orders in the Fine business. - FY2018-Q2RestatedAnnual report
「In the Fine business, customer capital investment related to semiconductors, driven by the spread of IoT and AI, resulted in strong orders, particularly for components for cleaning equipment and exposure equipment.」
Semiconductor-related capital investment driven by the spread of IoT and AI continues to be identified as a factor behind strong orders in the Fine business. - FY2018-Q1First statedAnnual report
「Customer capital investment related to semiconductors, driven by the spread of IoT and AI, resulted in strong orders, particularly for components for cleaning equipment and lithography equipment.」
Customer capital investment related to semiconductors, driven by the spread of IoT and AI, is identified as a factor behind strong orders in the Fine business.