Strong performance in the overseas server business
First written in FY2018-Q1. 10 of 24 entries say "Advanced", first in FY2018-Q2. Latest entry: FY2026.
Macnica Holdings moved to the "Worse" side of this theme in 2023, the same year as the typical company in this theme.
The whole theme swung hardest in 2023: 6 of 23 companies on the "Worse" side.
4 other companies' latest entry also says "Advanced".
- FY2026AdvancedAnnual report
「In the computer market, investment in generative AI accelerated, and demand increased in Japan and overseas, particularly for high-performance servers for AI applications.」
Demand for generative AI applications has become more clearly reflected in increased domestic and overseas demand for high-performance AI servers. - 2026-04-13AdvancedEarnings presentation
「Our AI and data center-related business is primarily based on a sales channel in which we supply GPU-equipped products and other offerings to server manufacturers, mainly in Asia, and the completed servers are then shipped to data centers around the world. While the size of individual projects is large and sales fluctuate each quarter depending on whether large projects are present, we are experiencing an upward trend in demand over the medium to long term.」
The company provided specific details on the sales channel, project size, quarterly volatility and medium- to long-term demand growth in its AI and data center-related business. - FY2026-H1AdvancedAnnual report
「In the computer market, investment in generative AI accelerated, and demand increased in Japan and overseas, particularly for high-performance servers for AI applications.」
In addition to existing data-center and server demand, increased domestic and overseas demand for high-performance AI servers has emerged against a backdrop of accelerating generative AI investment. - FY2025AdvancedAnnual report
「In the computer market, demand for AI servers increased.」
In addition to the existing demand for data centers and servers, increased demand for AI servers has emerged as a full-year demand trend. - FY2025-H1AI server demand growth coexisting with the reversal of a large-project contributionAnnual report
「Although demand for AI servers increased, computer sales declined partly because large server projects recorded in the previous year did not recur.」
While demand for AI servers increased, the computer-related business as a whole is declining due to the reversal of large server projects recorded in the previous year. - FY2024-Q3WorsenedAnnual report
「Demand for memory for the communications infrastructure and computer markets declined due to the downturn in server demand for China.」
The computer market, including data-center- and server-related applications, is shifting from its previous demand base toward lower memory demand due to a downturn in demand for servers in China. - 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.」
Although demand for products for generative AI increased, demand for memory and other products declined due to a downturn in server demand, representing a deterioration from the previously strong performance of data-center- and server-related business. - 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.」
In the computer market, including data-center- and server-related applications, demand for memory and other products declined due to a downturn in server demand. - FY2023-Q1RestatedAnnual report
「In the communications infrastructure market, sales, mainly of memory, to data centers in China continued」
Demand for memory for data centers continues, sustaining the demand base for overseas server- and storage-related business. - FY2022-Q2RestatedAnnual report
「In the computer market, demand for memory and other products from major cloud service providers continued to increase.」
Demand for memory and other products for major cloud service providers continues to increase. - FY2022-Q1AdvancedAnnual report
「In the computer market, memory and other electronic devices for major cloud service providers performed well.」
For previously established data-center- and server-related demand, specific areas of expansion have emerged, including strong memory and electronic-device sales to major cloud service providers. - FY2021-Q3RestatedAnnual report
「PCs, gaming equipment, 5G-related infrastructure and data centers also continued to perform steadily, as demand increased in response to changes in new business and lifestyle patterns, including working from home and online classes.」
Against a backdrop of demand generated by working from home and related trends, demand for computer-related products, including 5G infrastructure and data centers, has remained strong. - FY2021-Q1AdvancedAnnual report
「Even amid the COVID-19 pandemic, demand for leading-edge semiconductors for high-performance servers, PCs, mobile devices and communications, including 5G, remained strong, and the semiconductor manufacturing equipment market performed steadily.」
Demand for leading-edge semiconductors for high-performance servers and communications, including 5G, is supporting the semiconductor manufacturing equipment market even amid the COVID-19 pandemic. - FY2020-Q3Partial recovery in China coexisting with an incomplete recovery and declining memory salesAnnual report
「Meanwhile, the computer market showed a partial recovery in China for servers and storage, but did not achieve a full recovery, and memory for that market declined.」
While a partial recovery was seen in China for servers and storage, a full recovery was not achieved, and memory sales continue to decline. - FY2020-Q2Partial recovery in China coexisting with an incomplete recovery and declining memory salesAnnual report
「Meanwhile, the computer market showed a partial recovery in China for servers and storage, but did not achieve a full recovery, and memory for that market declined.」
While a partial recovery was seen in China for servers and storage, a full recovery was not achieved, and conditions have shifted toward declining memory sales. - FY2020-Q1WorsenedAnnual report
「In the computer market, memory declined substantially, mainly due to lower demand for servers and storage, particularly in China.」
Memory declined substantially as lower demand for servers and storage in China affected data-center-related business that had previously been described as strong and supported by high demand. - FY2019High memory demand coexisting with the winding down of part of the domestic businessAnnual report
「In the computer market, memory performed well on increased demand for servers and storage, but sales declined as part of the domestic business wound down.」
While demand for memory for servers and storage increased, the computer-market business as a whole declined as part of the domestic business wound down. - FY2019-Q3High demand coexisting with the winding down of part of the domestic businessAnnual report
「Although memory for the computer market continued to maintain high demand amid increasing data volumes, business for that market declined as part of the domestic business wound down.」
While memory demand remained high against a backdrop of increasing data volumes, computer-market business declined as part of the domestic business wound down. - FY2019-Q2Strong performance in China coexisting with the winding down of part of the domestic businessAnnual report
「In the computer market, memory and other products for data centers in China continued to perform well, but sales declined as part of the domestic memory business for servers and storage systems wound down.」
While memory for data centers in China remained strong, the winding down of part of the domestic memory business for servers and storage has changed the regional and application mix of growth. - FY2019-Q1AdvancedAnnual report
「Memory and other products for China's data center business continued to expand,」
Growth has continued to become more apparent, shifting from the strong overseas server business to expanding memory business for data centers in China. - FY2018AdvancedAnnual report
「In particular, in the computer market, demand for all-flash storage for data centers increased, and memory and other products for these applications grew substantially.」
Demand has broadened from server applications to all-flash storage for data centers, and related memory and other products are growing substantially. - FY2018-Q3AdvancedAnnual report
「In particular, in the computer market, demand for all-flash storage for data centers increased, and memory and other products for these applications grew substantially.」
In addition to overseas servers, increased demand for all-flash storage for data centers and substantial growth in related memory and other products have emerged. - FY2018-Q2AdvancedAnnual report
「In the computer market, strong demand for all-flash storage applications in Japan and overseas continued, and memory and other products for these applications grew substantially.」
Demand for all-flash storage in Japan and overseas continued, extending beyond overseas servers, and growth in related memory and other products has emerged. - FY2018-Q1First statedAnnual report
「In the computer market, the overseas server business remained strong, and memory and other products for these applications grew.」
Business performance showing continued strength in the overseas server business and growth in server memory and related products has been identified specifically for the first time.