Medium-Term Expansion of the Semiconductor Market Driven by Advances in DX and IoT
First written in FY2023. 2 of 5 entries say "Cited as achieved", first in 2026-09-08. Latest entry: FY2027-H1.
The whole theme swung hardest in 2019: 5 of 14 companies on the "Worse" side.
12 other companies' latest entry also says "Advanced".
- FY2027-H1AdvancedAnnual report
「In addition to increased demand for advanced semiconductors against the backdrop of higher data centre investment for generative AI, demand for existing products, particularly general-purpose products, also remained on a recovery trend from the bottom reached in the fourth quarter of last year as inventory adjustments progressed, resulting in significant revenue growth.」
In addition to the previous outlook for medium-term market expansion driven by AI and digitalisation, actual results included increased demand for advanced semiconductors against the backdrop of data centre investment for generative AI. - FY2025RestatedAnnual report
「The market is expected to expand over the medium term, driven by the ongoing digitalisation of various industries and increased demand generated by new technologies such as AI, IoT and 5G.」
The medium-term outlook for expansion of the semiconductor-related market, driven by digitalisation and new technologies such as AI, IoT and 5G, was maintained. - FY2023First statedAnnual report
「The market is expected to expand over the medium term as DX and IoT advance to drive operational and business model transformation.」
The outlook that advances in DX and IoT would drive medium-term expansion of the semiconductor silicon wafer market was recorded for the first time.