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Shin-Etsu Chemical (4063) · FactMitigatedLatest Earnings (2026-04-28): "Restated"

High-level shipments of containers related to semiconductor wafers

First written in FY2019-Q3. 7 of 19 entries say "Restated". Latest entry: 2026-04-28.

19entries
8years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseOtherFY2019-Q3 – FY2021-Q2RestatedFY2022-Q2 – FY2024MitigatedFY2025-H1 – FY2026-H12019: 320192020: 320202021: 220212022: 320222023: 320232024: 320242025: 120252026: 12026
Same theme, other companies
Shipment and demand trends for semiconductor wafer-related containersA theme 1 companies write about · 0 as a headwind · 1 as a tailwind

No other company in this theme has enough history to compare yet.

Full recordFilings, disclosures and news, newest first
  1. 2026-04-28RestatedEarnings

    「Demand for semiconductor wafer containers was firm. Silicone molded products grew in automotive-related products.」

    The company reconfirms firm demand for semiconductor wafer containers and growth in automotive-related products.
  2. FY2026-H1MitigatedAnnual report

    「Demand for semiconductor wafer-related containers remained firm for both wafer shipment and in-process applications. Among automotive-related products, new demand for silicone molded products such as light guides and wipers increased.」

    The description changed from inventory and demand adjustments for semiconductor wafer-related containers through the previous period to a statement that demand remained firm for both shipping and in-process applications. The company also reported growth in new automotive-related demand.
  3. FY2025-H1MitigatedAnnual report

    「For semiconductor wafer cases, progress in inventory adjustments in the semiconductor industry began to be reflected in order volumes. Demand for automotive input devices remained firm overall, although conditions varied by region. Sales of office equipment rollers also expanded by capturing replacement demand.」

    Regarding semiconductor wafer-related containers, the company stated that, following continued adjustments through the previous period, progress in inventory adjustments in the semiconductor industry had begun to be reflected in order volumes. Demand and sales of automotive input devices and office equipment rollers were also firm or expanded.
  4. FY2024RestatedAnnual report

    「Demand for semiconductor wafer-related containers remained under adjustment, particularly for in-process applications, while automotive input devices performed firmly amid the recovery in the automotive industry.」

    The company stated that semiconductor wafer-related containers remained in an adjustment phase, while automotive input devices were firm against a backdrop of recovery in the automotive industry.
  5. FY2024-Q3Semiconductor wafer-related containers remained in an adjustment phaseAnnual report

    「Semiconductor wafer-related containers remained in an adjustment phase, while automotive input devices remained firm amid the recovery in the automotive industry.」

    The description changed from strong or firm sales reported previously to a statement that semiconductor wafer-related containers remained in an adjustment phase. Automotive input devices, meanwhile, remained firm.
  6. FY2024-Q2RestatedAnnual report

    「Sales of semiconductor wafer-related containers were strong, led by 300mm containers, while automotive input devices remained firm amid the recovery in the automotive industry.」

    Strong sales of semiconductor wafer-related containers, led by 300mm products, continued, as did firm demand for automotive input devices against a backdrop of recovery in the automotive industry.
  7. FY2024-Q1Firm conditions maintained against a backdrop of recovery in the automotive industryAnnual report

    「Sales of semiconductor wafer-related containers were strong, led by 300mm containers, while automotive input devices remained firm amid the recovery in the automotive industry.」

    The company stated that strong sales of semiconductor wafer-related containers, led by 300mm products, continued, while automotive input devices remained firm against a backdrop of recovery in the automotive industry.
  8. FY2023-Q3Higher sales of 300mm containers and automotive input devicesAnnual report

    「Sales of semiconductor wafer-related containers were strong, led by 300mm containers, and sales of automotive input devices also increased.」

    The company stated that sales of semiconductor wafer-related containers were strong, led by 300mm containers, and that sales of automotive input devices also increased.
  9. FY2023-Q2Automotive input devices were at the previous year's levelAnnual report

    「Sales of semiconductor wafer-related containers for shipping and in-process applications were solid, while sales of automotive input devices were at the previous year's level.」

    The company stated that sales of semiconductor wafer-related containers for both shipping and in-process applications were solid, while sales of automotive input devices were at the previous year's level.
  10. FY2022RestatedAnnual report

    「Shipments of semiconductor wafer-related containers for shipping and delivery and for use within manufacturing processes were both strong, and sales of automotive input devices were also strong.」

    The company continued to report strong shipments of semiconductor wafer-related containers for both applications and strong sales of automotive input devices.
  11. FY2022-Q3RestatedAnnual report

    「Shipments of semiconductor wafer-related containers for shipping and delivery and for use within manufacturing processes were both strong, as were shipments of automotive input devices.」

    Semiconductor wafer-related containers continued to post strong shipments for both shipping and delivery and in-process applications, while automotive input devices also continued to post strong shipments.
  12. FY2022-Q2RestatedAnnual report

    「Shipments of semiconductor wafer-related containers for shipping and delivery and for use within manufacturing processes were both strong, as were shipments of automotive input devices.」

    Semiconductor wafer-related containers performed well for both shipping and delivery and in-process applications, while automotive input devices also continued to post firm shipments.
  13. FY2022-Q1MitigatedAnnual report

    「Shipments of semiconductor wafer containers for shipping and delivery and for use within manufacturing processes were both strong, while production and shipments of automotive input devices responded promptly to the recovery in demand.」

    Regarding the semiconductor wafer-related containers affected in the previous period, the company stated that shipments for shipping and delivery and for use within manufacturing processes were strong, and that automotive input devices also responded to the recovery in demand.
  14. FY2021-Q2Semiconductor wafer-related containers remained firm; automotive input devices were affected by deteriorating market conditionsAnnual report

    「Shipments of Shin-Etsu Polymer's semiconductor wafer-related containers were firm, but automotive input devices were affected by deteriorating automotive market conditions.」

    Shipments of semiconductor wafer-related containers remained firm, while the company reported that automotive input devices were affected by deteriorating automotive market conditions.
  15. FY2021-Q1Shipments recovered to firm levelsAnnual report

    「Shipments of Shin-Etsu Polymer's semiconductor wafer-related containers were firm, but automotive input devices were affected by deteriorating automotive market conditions.」

    Compared with the impact of customer inventory adjustments and a slowdown in semiconductor-related investment described for the previous period, shipments of semiconductor wafer-related containers were firm, while automotive input devices were affected by deteriorating market conditions.
  16. FY2020-Q3RestatedAnnual report

    「Shin-Etsu Polymer's semiconductor wafer-related containers were affected by a slowdown in investment related to the semiconductor device market.」

    Semiconductor wafer-related containers continue to be affected by a slowdown in investment related to the semiconductor device market.
  17. FY2020-Q2Changed from inventory adjustments to the impact of a slowdown in semiconductor-related investmentAnnual report

    「Shin-Etsu Polymer's semiconductor wafer-related containers were affected by a slowdown in investment related to the semiconductor device market.」

    The description changed from the impact of customer inventory adjustments in the previous quarter to a statement that a slowdown in investment related to the semiconductor device market had affected semiconductor wafer-related containers this time.
  18. FY2020-Q1Changed from high-volume shipments to the impact of customer inventory adjustmentsAnnual report

    「Shipments of Shin-Etsu Polymer's automotive input devices were firm, but semiconductor wafer-related containers were affected by inventory adjustments at customers.」

    The description changed from the high-volume shipments of semiconductor wafer-related containers reported previously to a statement that they were affected by inventory adjustments at customers this time.
  19. FY2019-Q3First statedAnnual report

    「Shipments of Shin-Etsu Polymer's semiconductor wafer-related containers remained at a high level, and business performed well.」

    For the Processing, Trading and Technical Services businesses, this was the first mention that Shin-Etsu Polymer's semiconductor wafer-related containers continued to post high-volume shipments and performed well.
Moved together

"Dividend policy of returning to shareholders the benefits of expanded business earnings and a stronger corporate foundation" moved the same way as this thread, in the same document, in 2 of its 19 moves.

222★123
  1. ★This thread
  2. 1Dividend policy of returning to shareholders the benefits of expanded business earnings and a stronger corporate foundation2×
  3. 2Returning value to shareholders through the cancellation of treasury shares2×
  4. 3Inventory adjustments in certain applications of rare-earth magnets2×

★ is this thread; numbers match the list above. The number on a line is how many documents both moved the same way in; lines between the other threads count the documents they moved together in too. Threads that move together often sit closer.

When this could move next
Shin-Etsu Chemical's next results are scheduled for 2026-10-27. Read the earnings preview It last moved in the Earnings of 2026-04-28: "Restated".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
High-level shipments of containers related to semiconductor wafers | Shin-Etsu Chemical Co.,Ltd. (4063) | Komori