Strengthening competitiveness through a stable supply of high-quality semiconductor silicon and support for advanced devices
First written in FY2016. 13 of 29 entries say "Restated". Latest entry: 2026-07-24.
No other company in this theme has enough history to compare yet.
- 2026-07-24MitigatedEarnings
「The semiconductor market remained vibrant in AI-related areas, and demand in other areas also began to recover.」
The description now states that, in addition to strong AI-related activity, demand in areas outside AI that had been sluggish in the previous fiscal year also recovered. - FY2026AdvancedAnnual report
「In the Electronic Materials segment, we made capital investments of ¥212,366 million. Major investments included upgrades and capacity enhancements for semiconductor silicon wafers at Shin-Etsu Semiconductor Co., Ltd., as well as the construction and expansion of semiconductor exposure-material production facilities.」
We made capital investments of ¥212,366 million, including upgrades and capacity enhancements for semiconductor silicon wafers and the construction and expansion of semiconductor exposure-material production facilities. - FY2026MitigatedAnnual report
「In the semiconductor market, AI-related demand remained robust, while demand in other fields finally began to recover. Responding to this trend, we increased sales of semiconductor materials, including silicon wafers, photoresists and mask blanks, to markets showing strong growth.」
The description changed from stating that demand outside AI-related applications lacked momentum through the previous fiscal year to stating that other fields had finally begun to recover, and that sales of semiconductor materials to strong-growth markets had increased. - FY2026-H1Concentrating shipments on strong markets amid weak semiconductor demand outside AI-related applicationsAnnual report
「In the semiconductor market, AI-related demand remained robust, while demand in other fields continued to lack momentum. Against this backdrop, we focused on shipping semiconductor materials, including silicon wafers, photoresists and mask blanks, to markets showing strong growth.」
In addition to the previous view that the semiconductor market was recovering unevenly, the disclosure highlights the divergence between robust AI-related demand and lacklustre demand elsewhere, and notes a focus on shipments to markets showing strong growth. - FY2025AdvancedAnnual report
「In the Electronic Materials business, ¥245.544 billion was invested in capital expenditures. The main investments were quality enhancements and capacity expansion for semiconductor silicon wafers at Shin-Etsu Handotai Co., Ltd., as well as the construction and expansion of semiconductor exposure-material production facilities.」
¥245.544 billion was invested in quality enhancements and capacity expansion for semiconductor silicon wafers, as well as the construction and expansion of semiconductor exposure-material facilities. - FY2025-H1Focusing shipments on high-growth markets amid an uneven semiconductor market recoveryAnnual report
「Although some recovery was seen in leading-edge products, the semiconductor market overall has experienced an uneven recovery from its trough. Against this backdrop, we focused on shipping semiconductor materials, including silicon wafers, photoresists and mask blanks, to high-growth markets.」
Regarding the semiconductor market's correction phase, the disclosure states that some recovery was seen in leading-edge products while the overall recovery remained uneven, and that the company is focusing semiconductor-material shipments on high-growth markets. - FY2024AdvancedAnnual report
「In the Electronic Materials business, ¥211.342 billion was invested in capital expenditures. The main investments were quality enhancements and capacity expansion for semiconductor silicon wafers at Shin-Etsu Handotai Co., Ltd., as well as capacity expansion for rare-earth magnet production facilities.」
¥211.342 billion was invested in the Electronic Materials business for quality enhancements and capacity expansion for semiconductor silicon wafers, including capacity expansion for rare-earth magnet facilities. - FY2023AdvancedAnnual report
「In the Electronic Materials business, ¥168.858 billion was invested in capital expenditures. The main investments were quality enhancements and capacity expansion for semiconductor silicon wafers at Shin-Etsu Handotai Co., Ltd., as well as capacity expansion for rare-earth magnet production facilities.」
¥168.858 billion was invested in the Electronic Materials business for quality enhancements and capacity expansion for semiconductor silicon wafers. - FY2023-Q3Shipments in line with plan amid a market correctionAnnual report
「Although the semiconductor market entered a correction phase after last autumn, semiconductor materials including silicon wafers, photoresists and mask blanks were shipped nearly in line with plan during the period.」
While the semiconductor market entered a correction phase after last autumn, silicon wafers, photoresists, mask blanks and other products were shipped nearly in line with plan. - FY2023-Q2RestatedAnnual report
「Strong demand, particularly from foundries, continued in the semiconductor market during the second quarter, and we maximized shipments of semiconductor materials, including silicon wafers, photoresists and mask blanks.」
The company continues to respond to strong semiconductor demand, particularly from foundries, by maximizing shipments of silicon wafers and other semiconductor materials. - FY2022RestatedAnnual report
「The global shortage of semiconductor devices remains unresolved. To meet strong customer demand, we maximized shipments of semiconductor materials, including silicon wafers, photoresists and mask blanks.」
Amid the continuing supply shortage, the company continues to respond to customer demand by maximizing shipments of silicon wafers and other semiconductor materials. - FY2022-Q3RestatedAnnual report
「The semiconductor industry continued to operate at full capacity amid rising global demand for devices. Against this backdrop, we maximized shipments of semiconductor materials, including silicon wafers, photoresists and mask blanks.」
The company states that semiconductor materials were shipped at maximum levels against a backdrop of rising global device demand and full operation across the semiconductor industry. - FY2022-Q2Maximizing shipments amid tight supply and demandAnnual report
「The semiconductor industry continued to operate at full capacity to meet sustained semiconductor demand so strong that shortages remained unresolved. Against this backdrop, we maximized shipments of semiconductor materials, including semiconductor silicon, photoresists and mask blanks.」
The disclosure has become more emphatic, changing from a simple recovery in demand to sustained demand strong enough to keep shortages unresolved, and states that semiconductor materials were shipped at maximum levels. - FY2022-Q1RestatedAnnual report
「Shipments of semiconductor silicon, photoresists, mask blanks and other products for semiconductor devices continued at high levels amid sustained robust demand across a broad range of applications.」
High shipment levels of semiconductor silicon and other products continued against a backdrop of robust demand for semiconductor device applications. - FY2021ReframedAnnual report
「As semiconductor devices have come to be regarded as strategic goods, we will take appropriate action in terms of both technology and supply.」
In addition to the previous reference to a stable supply of high-quality wafers, the company states a policy of responding on both the technology and supply fronts in light of semiconductor devices being regarded as strategic goods. - FY2021-Q3Demand increased from the second half of the periodAnnual report
「Demand for semiconductor silicon increased from the second half of the period as economic activity resumed.」
The disclosure changed from maintaining shipment levels during a correction in the semiconductor device market to stating that demand increased from the second half of the period as economic activity resumed. - FY2021-Q2Maintaining shipment levels amid mixed market trendsAnnual report
「Although wafer market conditions were mixed, the company sought to maintain shipment levels.」
The disclosure was updated from the previous reference to a market correction to describe maintaining shipment levels amid mixed wafer market conditions. - FY2021-Q1RestatedAnnual report
「Although the semiconductor device market remained in a correction phase, the company sought to maintain selling prices and shipment levels.」
The company continues to pursue a policy of maintaining selling prices and shipment levels while the semiconductor device market remains in a correction phase. - FY2020-Q3RestatedAnnual report
「Amid a correction in the semiconductor device market, the company sought to maintain prices and shipment levels.」
The company sought to maintain prices and shipment levels while the semiconductor device market was undergoing a correction. - FY2020-Q2RestatedAnnual report
「Although the semiconductor device market showed signs of weakening, semiconductor silicon shipments were maintained.」
The company sought to maintain shipment levels despite signs of weakening in the semiconductor device market. - FY2019-Q3RestatedAnnual report
「Semiconductor silicon shipments remained solid, while product price revisions also contributed to improved performance.」
Solid shipments supported by demand related to semiconductor devices and the contribution of product price revisions are cited as factors behind improved performance. - FY2019-Q2RestatedAnnual report
「Semiconductor silicon shipments remained high, supported by solid demand for semiconductor devices, while product price revisions also contributed to a significant improvement in performance.」
Shipments remained high against a backdrop of semiconductor device demand, and product price revisions also contributed to improved performance. - FY2019-Q1RestatedAnnual report
「Semiconductor silicon shipments remained high, supported by robust demand for semiconductor devices, while product price revisions also contributed to a significant improvement in performance.」
Shipments remained high against a backdrop of robust demand for semiconductor devices, and product price revisions also contributed to improved performance. - FY2018RestatedAnnual report
「In the Semiconductor Silicon business, as the semiconductor device market is expected to expand, we will take measures to ensure a stable supply of high-quality silicon wafers to customers. We will also maintain our competitiveness across all fields in preparation for fluctuations in the semiconductor market.」
A stable supply of high-quality wafers and maintaining competitiveness in preparation for fluctuations in the semiconductor market continue to be cited as business measures. - FY2018-Q3RestatedAnnual report
「Semiconductor silicon shipments remained high across all wafer diameters, including 300mm, driven by robust demand for semiconductor devices.」
Shipments remained high across all wafer diameters, including 300mm, supported by demand for semiconductor devices. - FY2017RestatedAnnual report
「In the Semiconductor Silicon business, we will provide a stable supply of high-quality products from our manufacturing sites in Japan and overseas to customers worldwide, responding appropriately to demand for all types of devices. We will also strengthen our competitiveness by actively pursuing measures including enhanced research and development of wafers for advanced devices and improved productivity.」
A stable supply of high-quality products worldwide, research and development of advanced wafers, and improved productivity continue to be cited as means of strengthening competitiveness. - FY2016First statedAnnual report
「In the Semiconductor Silicon business, we will provide a stable supply of high-quality products from our manufacturing sites in Japan and overseas to customers worldwide, responding appropriately to demand for all types of devices. We will also strengthen our competitiveness by taking measures including enhanced research and development of wafers for advanced devices and improved productivity.」
A stable global supply, research and development for advanced devices, and improved productivity are identified as means of strengthening competitiveness.