Slowing Demand for Electronic Equipment and Inventory Adjustments for Logic Devices
First written in FY2016. 13 of 30 entries say "Restated". Latest entry: FY2026.
The whole theme swung hardest in 2023: 43 of 66 companies on the "Worse" side.
33 other companies' latest entry also says "Mitigated".
- FY2026MitigatedAnnual report
「The semiconductor market remained vibrant in AI-related areas, while demand in other areas finally began to recover.」
Although the divergence between AI-related demand and demand in other fields remained, the description changed from demand in non-AI fields continuing to lack momentum in the previous period to stating that it had finally begun to recover. - 2026-04-28MitigatedEarnings
「The semiconductor market remained vibrant in AI-related areas, while demand in other areas finally began to recover.」
The description of semiconductor demand outside AI-related areas has changed from a patchy recovery through the previous fiscal year to demand finally beginning to recover. - FY2026-H1Divergence in demand between AI-related and other fieldsAnnual report
「Although AI-related demand remained brisk, demand in other fields continued to lack momentum in the semiconductor market.」
The description changed from the previous period's "partial recovery in cutting-edge products, with recovery uneven overall" to specify the divergence within the market between strong AI-related demand and weak demand in other fields. - FY2025-H1The semiconductor market's recovery is unevenAnnual report
「Although some recovery was seen in cutting-edge products, the semiconductor market's recovery from the bottom remained uneven overall.」
The description was updated from the previous period's "signs of a bottom" to state that, although some recovery was seen in cutting-edge products, recovery across the market as a whole remained uneven. - FY2024RestatedAnnual report
「Although the semiconductor market remained in the adjustment phase that began in the autumn of the year before last, signs of a bottom had emerged. In this environment, the company focused on shipping semiconductor materials, including silicon wafers, photoresists and mask blanks, according to plan.」
The filing describes recognition that, although the adjustment phase in the semiconductor market continued, signs of a bottom had emerged, as well as efforts to ship materials according to plan. - FY2024-Q3MitigatedAnnual report
「The semiconductor market remained in the adjustment phase that began in the autumn of the year before last during the period, but signs that the adjustment was nearing an end finally emerged.」
Although the semiconductor market remained in an adjustment phase, the description changed from the previous statement that it would still take time for the adjustment to run its course to one stating that signs of an end to the adjustment had emerged. - FY2024-Q2WorsenedAnnual report
「The semiconductor market remained in the adjustment phase that began last autumn during the second quarter. The company expects that it will still take time for the adjustment to run its course.」
The filing states that the adjustment phase in the semiconductor market continued into the second quarter and is expected to take more time to run its course. - FY2024-Q1WorsenedAnnual report
「The semiconductor market remained in the adjustment phase that began last autumn during the period. The company expects that it will still take time for the adjustment to run its course.」
The filing states that the adjustment phase in the semiconductor market described previously continued this quarter and is expected to take more time to run its course. - FY2023-Q3WorsenedAnnual 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.」
The description changed from shortages and strong demand through the previous fiscal year to one stating that the semiconductor market entered an adjustment phase after last autumn. Materials shipments are said to have been broadly in line with plan. - FY2022MitigatedAnnual 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.」
The filing states that the business environment shifted from the prior years' slowdown in electronic-equipment demand and inventory adjustments for logic devices to a period of global shortages and strong demand, and that shipments were maximized. - FY2022-Q3MitigatedAnnual 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 filing states that the business environment improved from the prior years' slowdown in electronic-equipment demand and inventory adjustments for logic devices to rising global device demand and full-capacity operation across the semiconductor industry. - FY2022-Q2MitigatedAnnual report
「The semiconductor industry continued operating at full capacity to meet semiconductor demand that remained so strong that shortages could not be resolved.」
The business environment improved from the softening and adjustment phase in the semiconductor-device market described in prior years to demand so strong that supply shortages could not be resolved and full-capacity operation across the semiconductor industry. - FY2021-Q3MitigatedAnnual report
「Demand for semiconductor silicon increased from the second half of the period as economic activity resumed.」
The previous description that the semiconductor-device market remained in an adjustment phase changed to one stating that demand increased from the second half of the period as economic activity resumed. - FY2021-Q2SoftenedAnnual report
「Although wafer market conditions were mixed, the company sought to maintain shipment levels.」
The description changed from the semiconductor-device market being in an adjustment phase through the previous quarter to stating that wafer-market trends were mixed, while the filing says efforts were made to maintain shipment levels. - FY2021-Q1RestatedAnnual report
「Although the semiconductor device market remained in a correction phase, the company sought to maintain selling prices and shipment levels.」
The filing states that, while the semiconductor-device market remained in an adjustment phase, efforts were made to maintain selling prices and shipment levels. - FY2020-Q3RestatedAnnual report
「Amid a correction in the semiconductor device market, the company sought to maintain prices and shipment levels.」
The filing states that, while the semiconductor-device market remained in an adjustment phase, efforts were made to maintain prices and shipment levels. ※quantified=false、materialized=true - FY2020-Q2RestatedAnnual report
「Although the semiconductor device market showed signs of weakening, semiconductor silicon shipments were maintained.」
The filing states that, while the semiconductor-device market remained in an adjustment phase, efforts were made to maintain shipment levels. - FY2020-Q1MaterialisedAnnual report
「Although the semiconductor-device market showed signs of softening, semiconductor silicon improved performance by maintaining high-level shipments.」
The description changed from the previous references to robust and solid semiconductor-device demand to one stating that the semiconductor-device market showed signs of softening. Performance is said to have improved through the maintenance of high-level shipments. - FY2019-Q3RestatedAnnual report
「Semiconductor silicon shipments remained solid, while product price revisions also contributed to improved performance.」
The filing describes continued recovery following the prior fiscal year's slowdown in electronic-equipment demand and inventory adjustments for logic devices, solid shipments and improved performance from product price revisions. - 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.」
The filing describes continued recovery following the slowdown in electronic-equipment demand and inventory adjustments for logic devices, solid device demand and high-level shipments. - 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.」
The filing describes continued recovery following the slowdown in electronic-equipment demand and inventory adjustments for logic devices, robust semiconductor-device demand and high-level shipments. - FY2018MitigatedAnnual report
「Driven by robust demand for semiconductor devices, semiconductor silicon addressed high demand across wafers of all diameters, including 300 mm, and significantly improved performance by revising product prices.」
The filing describes a shift from the prior fiscal year's slowdown in electronic-equipment demand and inventory adjustments for logic devices to addressing robust device demand and high demand across all wafer diameters. - FY2018-Q3RestatedAnnual report
「Semiconductor silicon shipments remained high across all wafer diameters, including 300mm, driven by robust demand for semiconductor devices.」
The filing describes continued recovery following the slowdown in electronic-equipment demand and inventory adjustments for logic devices, robust device demand and high-level shipments across all wafer diameters. - FY2018-Q2RestatedAnnual report
「Semiconductor silicon shipments for both memory devices and logic devices remained robust, supported by demand across a broad range of fields, including communications, consumer and industrial applications, and automotive applications.」
Shipments for both memory devices and logic devices continued at robust levels against a backdrop of demand across a broad range of fields. - FY2018-Q1RestatedAnnual report
「Semiconductor silicon shipments for both memory devices and logic devices remained at high levels, supported by demand across a broad range of fields, including smartphones, consumer and industrial applications, and automotive applications.」
Shipments for both memory devices and logic devices remained at high levels, indicating that the recovery and strength of electronic-equipment demand continued. - FY2017RestatedAnnual report
「Semiconductor silicon shipments were strong, supported by solid demand for memory devices and demand for logic devices across a broad range of fields, including smartphones.」
The filing states that solid demand for memory devices and the recovery and strength of demand for logic devices continued throughout the fiscal year. - FY2017-Q3RestatedAnnual report
「Semiconductor silicon shipments were generally strong, with demand for memory devices remaining solid and demand for logic devices supported by robust demand for applications including Chinese smartphones. Although the business was affected by yen appreciation during the first half of the period, it achieved higher profit.」
The filing states that solid demand for memory devices and robust demand for logic devices, including those used in Chinese smartphones, continued, and that shipments were generally strong. - FY2017-Q2RestatedAnnual report
「Semiconductor silicon shipments were generally strong, with demand for memory devices remaining solid and demand for logic devices supported by robust demand for applications including Chinese smartphones.」
The recovery trend in demand for logic devices described in the previous quarter continued, and shipments, including those for memory devices, were generally strong, according to the filing. - FY2017-Q1MitigatedAnnual report
「Semiconductor silicon for memory devices remained solid, while demand for logic devices, including those used in Chinese smartphones, also entered a recovery trend.」
In response to the slowing electronic-equipment demand and inventory adjustments for logic devices that had occurred in the prior fiscal year, the filing describes demand for logic devices as being on a recovery trend. - FY2016MaterialisedAnnual report
「Semiconductor silicon was affected by inventory adjustments for logic devices amid slowing demand for electronic equipment, including smartphones, while demand for memory devices remained generally solid.」
The filing identifies slowing demand for electronic equipment and inventory adjustments for logic devices as actual business impacts.