Komori
Macnica Holdings (3132) · InitiativeWorsened

Launch of a new business serving communications infrastructure in China and Taiwan

First written in FY2018-Q1. 9 of 18 entries say "Restated". Latest entry: FY2025-H1.

18entries
8years
0from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseRestatedFY2018-Q1 – FY2019AdvancedFY2021-Q1 – FY2022-Q1RestatedFY2022-Q2 – FY2023-Q3WorsenedFY2024-Q1 – FY2025-H12017: 220172018: 220182019: 320192020: 220202021: 320212022: 120222023: 320232024: 22024
Same theme, other companies
New business development for telecommunications infrastructure in China and TaiwanA theme 1 companies write about · 0 as a headwind · 1 as a tailwind

No other company in this theme has enough history to compare yet.

Full recordFilings, disclosures and news, newest first
  1. FY2025-H1WorsenedAnnual report

    「The communications infrastructure business performed sluggishly as domestic capital investment settled down.」

    The communications infrastructure business, which had been supported by demand from China's 5G and data center markets, was sluggish as domestic capital investment settled down.
  2. FY2024-Q3WorsenedAnnual report

    「Demand for memory for the communications infrastructure and computer markets declined due to the downturn in server demand for China.」

    The decline in memory demand caused by the downturn in server demand is evident in communications infrastructure-related demand that had been supported by China's 5G and data center markets.
  3. FY2024-Q2WorsenedAnnual report

    「In the communications infrastructure and computer markets, demand for products for generative AI increased, but demand for memory and other products declined as a result of the downturn in server demand.」

    While demand for products for generative AI increased, demand related to memory and other communications infrastructure and computer products declined because of the downturn in server demand.
  4. FY2024-Q1WorsenedAnnual report

    「In the communications infrastructure and computer markets, demand for memory and other products declined due to the impact of a downturn in server demand.」

    Demand related to communications infrastructure, which had been supported by China's 5G and data center markets, declined in memory and other products following a downturn in server demand.
  5. FY2023-Q3RestatedAnnual report

    「The communications infrastructure, consumer electronics and other markets also performed steadily.」

    Other markets, including the communications infrastructure market, have performed steadily, reconfirming the business foundation, including demand related to communications infrastructure such as China's 5G and data center markets.
  6. FY2023-Q1RestatedAnnual report

    「In the communications infrastructure market, sales, mainly of memory, to data centers in China continued」

    Continued memory sales to data centers in China are evident, reconfirming overseas demand for the communications infrastructure business.
  7. FY2022-Q2RestatedAnnual report

    「In the communications infrastructure market, memory for China's 5G and data center markets and ASSPs and other electronic devices for domestic communications equipment performed steadily.」

    In addition to memory for China's 5G and data center markets, ASSPs and electronic devices for domestic communications equipment performed steadily, and the communications infrastructure business continued on an expansionary trend.
  8. FY2022-Q1AdvancedAnnual report

    「In the communications infrastructure market, demand for memory for China's 5G networks and data centers continued to increase, while electronic devices and other products for domestic telecom carriers also grew」

    Growth in electronic devices for domestic telecommunications carriers was added to the continued expansion of the communications infrastructure business driven by demand for memory for China's 5G and data center markets.
  9. FY2021-Q3AdvancedAnnual report

    「In the communications infrastructure market, the impact of the decline following China's advance purchases against the backdrop of US-China trade friction in the first quarter was limited, while memory for China's 5G and data center markets continued to perform steadily and electronic devices for the domestic market expanded.」

    Memory for China's 5G and data center markets continued to perform steadily, supplemented by growth in electronic devices for the domestic market.
  10. FY2021-Q1AdvancedAnnual report

    「The communications infrastructure market performed steadily, mainly in memory and PLDs, supported by continued investment in 5G and data center equipment in China and by special demand.」

    The flow of new business for communications infrastructure in China and Taiwan has taken concrete form in the steady performance of memory and PLDs driven by investment in 5G and data center equipment in China and by special demand.
  11. FY2020-Q3RestatedAnnual report

    「Although investment restraint by domestic telecommunications carriers continued in the communications infrastructure market, memory for the market grew on investment in 5G equipment in China and special-demand business.」

    The structure in which investment in 5G equipment in China and special-demand business continued to contribute to memory growth, offsetting restrained investment by domestic telecommunications carriers, remains evident.
  12. FY2020-Q2AdvancedAnnual report

    「Investment restraint by domestic telecommunications carriers continued in the communications infrastructure market, but memory for the market grew on investment in 5G equipment in China and special-demand business.」

    The launch of 5G equipment investment in China and special-demand business contributed to memory growth, offsetting restrained investment by domestic telecommunications carriers.
  13. FY2019RestatedAnnual report

    「Investment restraint by domestic telecommunications carriers continued in the communications infrastructure market, but PLDs, ASSPs and other products for the market performed steadily as investment demand in China remained strong.」

    The continued strength of investment demand in China, offsetting sluggishness in the domestic communications infrastructure market, remains evident.
  14. FY2019-Q3RestatedAnnual report

    「The domestic communications infrastructure market remained sluggish, but continued investment demand in China supported steady performance in PLDs, ASSPs and other products.」

    The structure in which continued investment demand in China offset sluggishness in the domestic communications infrastructure market, supporting steady performance in PLDs, ASSPs and other products, has been reconfirmed.
  15. FY2018RestatedAnnual report

    「In the communications infrastructure market, domestic investment in communications equipment remained stagnant, but new businesses in China and Taiwan contributed, and the market remained flat.」

    The structure in which new businesses in China and Taiwan continued to contribute, offsetting stagnant domestic investment in communications equipment, remains evident.
  16. FY2018-Q3RestatedAnnual report

    「In the communications infrastructure market, domestic investment in communications equipment remained sluggish, but new businesses in China and Taiwan contributed, and the market remained flat.」

    The structure in which new businesses in China and Taiwan continued to contribute, offsetting sluggish domestic investment in communications equipment, remains evident.
  17. FY2018-Q2RestatedAnnual report

    「In the communications infrastructure market, domestic investment in LTE base stations and communications equipment was sluggish, but the launch of new businesses in China and Taiwan contributed to increases in ASSPs, memory and other products.」

    The structure in which new businesses in China and Taiwan contributed to increases in ASSPs, memory and other products, offsetting sluggish domestic investment in communications equipment, has been reconfirmed.
  18. FY2018-Q1First statedAnnual report

    「In the communications infrastructure market, domestic investment in communications equipment was flat, but the launch of new businesses in China and Taiwan contributed to increases in ASSPs, memory and other products.」

    The launch of new businesses in the communications infrastructure sectors in China and Taiwan is identified for the first time as contributing to increases in ASSPs and memory.
Moved together

"Strong performance in the overseas server business" moved the same way as this thread, in the same document, in 5 of its 18 moves.

554444★123456
  1. ★This thread
  2. 1Strong performance in the overseas server business5×
  3. 2Higher Interest Expense Due to Increased Dollar-Denominated Borrowings and Rate Hikes5×
  4. 3Consolidated results: lower revenue and profit due to yen appreciation and higher SG&A expenses, among other factors4×
  5. 4Provision of targeted attack protection, web security and related services4×
  6. 5Expansion of network-related products, including bandwidth control devices and intelligent switches4×
  7. 6Decline in Revenue and Profit in the Integrated Circuits, Electronic Devices and Other Business4×

★ is this thread; numbers match the list above. The number on a line is how many documents both moved the same way in; lines between the other threads count the documents they moved together in too. Threads that move together often sit closer.

When this could move next
Macnica Holdings's next results are scheduled for 2026-11-02. Read the earnings preview
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Launch of a new business serving communications infrastructure in China and Taiwan | MACNICA HOLDINGS,INC. (3132) | Komori