Increasing Demand for Products for Generative AI
First written in FY2024-Q2. 8 of 10 entries say "Advanced", first in FY2025-H1. Latest entry: 2026-07-27.
The whole theme swung hardest in 2025: 6 of 22 companies on the "Worse" side.
4 other companies' latest entry also says "Advanced".
- 2026-07-27AdvancedEarnings
「Growing demand for servers for generative AI is helping to lift semiconductor demand overall.」
Generative AI-related demand was presented as supporting overall semiconductor demand through increased server demand. - FY2026AdvancedAnnual report
「In the electronics industry in which our company operates, demand for high-performance semiconductors such as memory and GPUs surged as demand for servers for generative AI increased, and the global semiconductor market reached a record high in market size.」
Demand for generative AI has materialized in a sharp increase in demand for high-performance semiconductors such as memory and GPUs, bringing the global semiconductor market to a record size. - 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.」
Growing demand for generative AI has become further reflected in increased domestic and overseas demand, centered on high-performance AI servers. - FY2025AdvancedAnnual report
「Throughout the year, demand for high-performance semiconductors, including GPUs and memory, for generative AI increased in the semiconductor market.」
Growing demand for products for generative AI has materialized not as a temporary market trend but as an increase in demand for GPUs and memory throughout the year. - FY2025-H1AdvancedAnnual report
「Demand for generative AI is increasing, and demand for high-performance semiconductors, including GPUs and memory, is recovering.」
Growing demand for generative AI has translated into a recovery in demand for GPUs and memory among high-performance semiconductors. - FY2024-Q3RestatedAnnual report
「In the computer market, demand for products for generative AI increased.」
Growing demand for products for generative AI continues to be identified as a new demand trend in the communications infrastructure and computer markets. - FY2024-Q2First statedAnnual 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.」
Growing demand for products for generative AI is identified for the first time as a new demand trend in the communications infrastructure and computer markets. At the same time, it notes a decline in demand for memory and other products due to weaker server demand.