Expansion of Electronic Materials Applications and Strategic Capital Investment
First written in FY2019. 8 of 19 entries say "Advanced", first in FY2021. Latest entry: 2026-10-30.
Gun Ei Chemical Industry moved to the "Worse" side of this theme in 2024.
The whole theme swung hardest in 2022: 3 of 8 companies on the "Worse" side.
8 other companies' latest entry also says "Advanced".
- FY2026AdvancedAnnual report
「Additional production facilities to meet further demand growth began operating in fiscal 2024, and a new plant currently under construction is scheduled to begin operating in fiscal 2026. We will continue to build a supply structure capable of meeting demand.」
The company has reported the start-up of additional production facilities in the electronic-materials field and a new plant scheduled to begin operating in fiscal 2026, indicating concrete progress in expanding supply capacity. - 2026-06-04AdvancedGeneral Meetings of Shareholders
「Additional production facilities to meet further demand growth began operating in fiscal 2024, and a new plant currently under construction is scheduled to begin operating in fiscal 2026. We will continue to build a supply structure capable of meeting demand.」
電子材料分野について、増産設備の稼働開始と新工場の2026年度稼働予定を示している。 - FY2026-H1ReframedAnnual report
「Meanwhile, resins for electronic materials performed poorly in LCD applications due to price competition, while semiconductor applications remained firm on strong memory demand for generative AI applications and other uses.」
The situation has changed from the previous description of weak memory demand for smartphones and other products to a pattern in which memory demand for generative AI applications and other uses is strong, while LCD applications remain weak due to price competition. - FY2025-H1ReframedAnnual report
「Resins for electronic materials benefited from strong memory demand for generative AI applications and other uses, while high-end display applications for the smartphone market remained firm.」
The situation has changed from the previous descriptions of slowing memory demand, inventory adjustments and weak demand for smartphones and other products to strong memory demand for generative AI applications and other uses and firm performance in high-end display applications. - FY2024-Q3ReframedAnnual report
「Resins for electronic materials were affected by weak memory demand for smartphones and other products,」
The description of the electronic-materials business has changed from inventory adjustments being the factor affecting performance through the previous quarter to weak memory demand for smartphones and other products being identified as the factor behind the weak performance. - FY2024-Q2Weak memory demand for smartphones and other products.Annual report
「Resins for electronic materials were affected by weak memory demand for smartphones and other products,」
In addition to the previous descriptions of inventory adjustments, weak memory demand for smartphones and other products has been explicitly identified as a factor behind the weak performance of resins for electronic materials. - FY2024-Q1Weak demand for electronic materials.Annual report
「Resins for electronic materials were affected by weak demand for smartphones, personal computers and other products,」
In addition to the previous descriptions of high and firm levels for resins for electronic materials and inventory adjustments, weak demand for smartphones, personal computers and other products has been explicitly identified as a contributing factor. - FY2023AdvancedAnnual report
「We will focus on the high-purity and advanced materials fields, centered on electronic materials, under the concepts of high quality, reduced metal content, environmental performance and high productivity, while pursuing both sustainable growth and contributions to society.」
It has clarified its policy of investing resources in high-purity and advanced materials for the electronic-materials field, based on high quality, reduced metal content, environmental performance and high productivity. It also describes the development and rollout of resins for 5G and 6G applications. - FY2023-Q3The effects of inventory adjustments began to emerge in the electronic-materials market.Annual report
「Resins for electronic materials remained firm in the second half of the fiscal year, although the effects of inventory adjustments began to emerge in display-related applications.」
It states that demand for electronic-materials products remained firm, while the effects of inventory adjustments began to emerge in display-related applications. - FY2023-Q2Inventory adjustments began to affect electronic materials.Annual report
「Resins for electronic materials remained firm as robust demand continued in Japan and overseas, although the effects of inventory adjustments have begun to emerge recently.」
It states that, while robust demand for electronic-materials products continues in Japan and overseas, the effects of inventory adjustments have begun to emerge recently. - FY2022-Q3RestatedAnnual report
「Resins for semiconductor- and LCD-related applications maintained high levels on expanding domestic and overseas demand.」
It continues to state that resins for the semiconductor and LCD markets remained at high levels against a backdrop of expanding demand in Japan and overseas. - FY2022-Q2Maintaining high levels of demand for electronic materialsAnnual report
「Resins for semiconductor- and LCD-related applications maintained high levels on expanding domestic and overseas demand.」
The company states that resins for semiconductor- and LCD-related applications maintained high levels against a backdrop of expanding domestic and overseas demand. - FY2021AdvancedAnnual report
「The Group is developing polymers for 5G and, subsequently, post-5G applications. As a specific example, it has developed and is proposing low-polarity phenolic resins.」
The company describes specific progress on polymers for 5G and post-5G applications, including the development and ongoing proposal of low-polarity phenolic resins. - FY2019First statedAnnual report
「Sales volume of electronic materials products, a priority field, has increased year after year. The company is working on technology development to meet cutting-edge needs such as higher integration and lower metal content, and will continue strategic capacity expansion.」
The company identified expansion in the electronic materials field as a key issue and positioned technology development for cutting-edge needs and capacity expansion as the means of addressing it.