Inventory Adjustments for Server and Storage Systems
First written in FY2017-Q1. 8 of 20 entries say "Mitigated", first in FY2018-Q1. Latest entry: FY2024-Q3.
The whole theme swung hardest in 2023: 9 of 16 companies on the "Worse" side.
1 other company's latest entry also says "Restated".
- FY2024-Q3RestatedAnnual 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 stemming from weaker server demand has continued to be observed, following the previous quarter. - FY2024-Q2WorsenedAnnual 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.」
For server-related demand, which had been described as recovering and solid, demand for memory and other products declined due to the downturn in server demand. - 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.」
For server-related demand, which had been described as recovering and solid, a decline in demand for memory and other products due to the downturn in server demand was evident. - FY2023-Q1RestatedAnnual report
「In the communications infrastructure market, demand for memory for data centers also continued, driven by faster and rising data traffic.」
Continued demand for memory for data centers was evident against a backdrop of growing data traffic, reconfirming the solid performance of server and storage-related demand following its recovery. - FY2022-Q2RestatedAnnual report
「In the computer market, demand for memory and other products from major cloud service providers continued to increase.」
Growing demand for memory and other products from major cloud service providers continued, further easing concerns over a slowdown in server and storage-related demand. - FY2022-Q1MitigatedAnnual report
「In the computer market, memory and other electronic devices for major cloud service providers performed well.」
For data center and server-related demand, memory and electronic devices for major cloud service providers were described as performing well, easing previous concerns over slowing demand. - FY2021-Q1MitigatedAnnual report
「Infrastructure capital expenditure related to data centers and 5G remained solid.」
Infrastructure investment related to data centers, including servers and storage, was described as solid, continuing to ease previous concerns over slowing demand. - FY2020-Q3MitigatedAnnual report
「The communications infrastructure and computer markets, including servers and storage for data centers supported by global IT demand, showed a gradual recovery.」
The data center server and storage market, which had slowed against a backdrop of US-China trade friction, showed signs of a gradual recovery supported by global IT demand. - FY2020-Q2WorsenedAnnual report
「In the computer market, the downward trend in servers and storage for data centers continued due to the impact of US-China trade friction,」
The continued slowdown driven by US-China trade friction was evident in demand for servers and storage for data centers, which had been described as recovering and solid. - FY2020-Q1WorsenedAnnual report
「In the computer market, servers and storage for data centers were trending downward due to the impact of US-China trade friction,」
The data center demand slowdown driven by US-China trade friction was evident in the server and storage market, which had been described as recovering and solid. - FY2019RestatedAnnual report
「Meanwhile, in the computer market, servers and storage for data centers continued to perform solidly as data volumes increased with the spread of AI, fintech and other technologies,」
The server and storage market continued to show solid performance after recovering from inventory adjustment and stagnation, supported by rising data volumes driven by AI and fintech. - FY2019-Q2MitigatedAnnual report
「As data volumes increased with the spread of AI, fintech and other technologies, growth in servers and storage systems for data centers continued,」
The server and storage market recovered from inventory adjustment and stagnation, and continued to expand for data centers against a backdrop of rising data volumes driven by AI and fintech. - FY2019-Q1RestatedAnnual report
「As companies increasingly moved to the cloud, servers and storage systems for data centers remained solid,」
The server and storage market recovered from inventory adjustment and stagnation, with solid performance supported by companies' migration to the cloud and demand from data centers. - FY2018MitigatedAnnual report
「In the computer market, demand for flash memory for servers and storage systems expanded significantly as all-flash storage became more mainstream with rising awareness.」
The server and storage market has shifted from inventory adjustment and stagnation to expanding demand accompanying the spread of all-flash storage. - FY2018-Q3MitigatedAnnual report
「In the computer market, adoption of all-flash storage continued, and demand for flash memory for servers and storage systems expanded.」
The server and storage market has shifted from inventory adjustment and stagnation to expanding demand driven by continued adoption of all-flash storage, and the inventory adjustment risk continues to ease. - FY2018-Q2MitigatedAnnual report
「In the computer market, the shift from hard disk drives to all-flash storage progressed, tightening supply and demand for flash memory for servers and storage systems.」
Demand for server and storage systems has shifted from inventory adjustment and stagnation to high demand driven by replacement demand, and the inventory adjustment risk continues to ease. - FY2018-Q1MitigatedAnnual report
「In the computer market, demand for servers and storage systems increased, but supply and demand for the flash memory installed in them became tight.」
The inventory adjustment and stagnation in the server and storage market seen through the previous period shifted to increased demand, easing the inventory adjustment risk. At the same time, tight supply and demand for flash memory emerged as a new issue. - FY2017-Q3WorsenedAnnual report
「The computer market stagnated as the server and storage markets showed signs of a pause.」
The server and storage market, which had been described as strong for data centers in the previous quarter, showed a pause and stagnation this time, indicating a deterioration in the demand environment. - FY2017-Q2SoftenedAnnual report
「In the computer market, servers and storage systems continued to perform well for data centers, although the market as a whole showed signs of a pause.」
Demand for servers and storage for data centers turned strong, while the market as a whole showed signs of a pause, partially easing the risk of weakness caused by the previous inventory adjustment. - FY2017-Q1First statedAnnual report
「In the computer market, servers and storage systems remained weak due to inventory adjustments amid the spread of cloud infrastructure.」
It states that demand for cloud infrastructure-related servers and storage was weak due to inventory adjustments.