Risk of being unable to respond to technological and market changes
First written in FY2025. 3 of 4 entries say "Restated". Latest entry: 2026-08-07.
The whole theme swung hardest in 2026: 9 of 32 companies on the "Worse" side.
21 other companies' latest entry also says "Restated".
- 2026-08-07RestatedFinancial Results Presentation
「Meanwhile, uncertainty remains over the outlook, including tight supply and demand for memory products and raw material procurement risks associated with escalating tensions in the Middle East.」
The company indicated expanding demand related to generative AI while continuing to identify uncertainty relating to memory supply and demand and raw material procurement. - FY2026RestatedAnnual report
「Against a backdrop of growing demand for AI data centers and generative AI-related products, the industry as a whole is performing strongly. At the same time, supply and demand have begun to tighten, particularly for memory products, and it will remain necessary to monitor future supply and demand trends closely.」
The Group notes both the expansion of demand related to generative AI and tightening supply and demand for memory products, and continues to monitor market changes closely. - FY2026-H1RestatedAnnual report
「In the semiconductor industry, demand for generative AI-related products is expanding, while demand for PCs, smartphones and autonomous driving remains sluggish. The overall market is expected to recover from 2026 onward.」
The Group notes the expansion of demand related to generative AI alongside weak demand for other applications, and expects the overall market to recover from 2026 onward. - FY2025First statedAnnual report
「If the Group is unable to respond appropriately to changes in the industries and markets in which it operates, its business performance could be affected.」
The Group emphasizes research and development, close customer relationships, and responsiveness based on speed and flexibility.