Komori
Fuso Chemical (4368) · InitiativeAdvanced

Deepening our involvement in the semiconductor field and responding to miniaturization and higher integration

First written in FY2016. 24 of 31 entries say "Restated". Latest entry: 2026-10-30.

31entries
11years
2from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2016 – FY2020-Q3RestatedFY2021-Q1 – FY2022-Q2RestatedFY2023-Q1 – FY2024-Q32016: 320162017: 320172018: 320182019: 220192020: 420202021: 420212022: 320222023: 220232024: 220242025: 220252026: 32026
Same theme, other companies
Colloidal Silica Product Development for Semiconductor Miniaturization and Higher IntegrationA 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. 2026-10-30AdvancedRevisions to earnings forecasts

    「半導体市場は、AI関連用途を中心に需要が堅調に推移しました。こうした市場環境の下、主力製品である超高純度コロイダルシリカは、世界的に販売数量が伸長するとともに、価格改定を背景とした販売単価の上昇に加え、円安効果により、売上高は前年同期を上回りました。」

    AI関連用途を中心とする需要の堅調さ、超高純度コロイダルシリカの世界的な販売数量伸長、価格改定による単価上昇を具体的に記載している。
  2. FY2026AdvancedAnnual report

    「As a result, the product was adopted for an advanced manufacturing process used by a key customer. We will continue confirming the requirements of next-generation manufacturing processes and addressing advanced technologies.」

    The company's control of particle-size distribution and product development for advanced semiconductor processes led to adoption by a key customer.
  3. 2026-05-11RestatedEarnings

    「半導体市場の需要は堅調に推移し、特にAI用途を中心に拡大しました。主力製品である超高純度コロイダルシリカは、旺盛な需要に対して安定供給に努めた結果、販売数量が増加しました。」

    AI用途を中心とする半導体需要の堅調さと、主力製品の販売数量増加を再確認している。
  4. FY2026-H1RestatedAnnual report

    「Demand in the semiconductor market remained firm, particularly for AI applications. As a result of efforts to maintain stable supply in response to firm demand, sales volumes of the flagship product, ultra-high-purity colloidal silica, increased.」

    The company confirms firm semiconductor demand, particularly for AI applications, and increased sales volumes of ultra-high-purity colloidal silica.
  5. FY2025AdvancedAnnual report

    「Inventory adjustments had run their course, and demand, particularly for AI applications, recovered. The recovery in the semiconductor market increased sales volumes of the flagship product, ultra-high-purity colloidal silica.」

    The company explains that sales volumes of its flagship product increased as semiconductor demand recovered, particularly for AI applications.
  6. FY2025-H1AdvancedAnnual report

    「Inventory adjustments had run their course, and semiconductor demand, particularly for AI applications, recovered. The recovery in the semiconductor market increased sales volumes of the flagship product, ultra-high-purity colloidal silica.」

    Sales volumes of ultra-high-purity colloidal silica increased as semiconductor demand recovered, particularly for AI applications, following the completion of inventory adjustments.
  7. FY2024-Q3RestatedAnnual report

    「Although inventory adjustments had run their course and demand appeared to have bottomed, the semiconductor market remained depressed without reaching a recovery. Sales of the flagship product, ultra-high-purity colloidal silica, fell below the previous quarter's cumulative total, despite growth factors including price revisions to offset cost increases and the effect of the weaker yen, due to the impact of the weak semiconductor market.」

    The company explains that, although the decline in semiconductor demand appeared to have bottomed, the market had not recovered, and sales of ultra-high-purity colloidal silica fell below the previous quarter's cumulative total.
  8. FY2024-Q1RestatedAnnual report

    「Although semiconductor manufacturers continued development in cutting-edge areas such as semiconductor miniaturization and continued capital investment, demand for end products such as personal computers and smartphones remained weak, and near-term demand declined sharply and remained depressed.」

    The company explains that development and capital investment in cutting-edge areas such as semiconductor miniaturization are continuing, even as demand for end products remains weak.
  9. FY2023-Q3RestatedAnnual report

    「Demand for our flagship product, ultra-high-purity colloidal silica, has increased as semiconductor miniaturization has progressed, and adoption has also increased.」

    While a downturn in the semiconductor market has become evident, the company continues to report increased demand and adoption of ultra-high-purity colloidal silica driven by miniaturization.
  10. FY2023-Q2RestatedAnnual report

    「Demand for our flagship product, ultra-high-purity colloidal silica, has increased as semiconductor miniaturization has progressed, and adoption has also increased.」

    The company continues to report increased demand and adoption of ultra-high-purity colloidal silica associated with semiconductor miniaturization.
  11. FY2023-Q1RestatedAnnual report

    「Adoption of our flagship product, ultra-high-purity colloidal silica, has increased as semiconductor miniaturization has progressed, and demand has also risen.」

    The company continues to cite increased adoption and demand for ultra-high-purity colloidal silica associated with semiconductor miniaturization as a growth driver.
  12. FY2022AdvancedAnnual report

    「Adoption of our flagship product, ultra-high-purity colloidal silica, has increased as semiconductor miniaturization has progressed and demand has risen.」

    The company reports increased adoption of ultra-high-purity colloidal silica as semiconductor miniaturization progressed and demand increased.
  13. FY2022-Q2RestatedAnnual report

    「Despite concerns including US-China tensions and semiconductor supply shortages, the semiconductor market remained firm, supported by rising IT demand as digitization progressed. In addition, the adoption of our ultra-high-purity colloidal silica increased as semiconductor miniaturization progressed.」

    The company continues to cite semiconductor market strength, IT demand and increased adoption of ultra-high-purity colloidal silica associated with miniaturization as business growth drivers.
  14. FY2022-Q1RestatedAnnual report

    「Despite concerns including US-China tensions and semiconductor supply shortages, the semiconductor market remained firm, supported by rising IT demand as digitization progressed. In addition, the adoption of our ultra-high-purity colloidal silica increased as semiconductor miniaturization progressed.」

    As before, the company cites semiconductor market strength, continued miniaturization and increased adoption of ultra-high-purity colloidal silica as business growth drivers.
  15. FY2021RestatedAnnual report

    「Although concerns including US-China tensions and semiconductor supply shortages remained, the semiconductor market continued to perform firmly, supported by rising server demand driven by increasing data volumes as digitization progressed. Adoption of our ultra-high-purity colloidal silica also increased further as semiconductor miniaturization progressed.」

    The company continues to cite semiconductor market strength, miniaturization and increased adoption of ultra-high-purity colloidal silica as growth drivers.
  16. FY2021-Q3RestatedAnnual report

    「Despite concerns including US-China tensions, the semiconductor market remained firm, supported by rising server demand driven by increasing data volumes as digitization progressed, as well as increased demand across industries following the reopening of economic activity. In addition, the adoption of our ultra-high-purity colloidal silica increased as semiconductor miniaturization progressed.」

    The company continues to cite semiconductor market strength, server demand and increased adoption of ultra-high-purity colloidal silica associated with miniaturization as growth drivers.
  17. FY2021-Q2RestatedAnnual report

    「Despite concerns including US-China tensions, the semiconductor market remained firm, supported by rising server demand driven by increasing data volumes as digitization progressed. In addition, the adoption of our ultra-high-purity colloidal silica increased as semiconductor miniaturization progressed.」

    The company continues to cite semiconductor market strength, digitization, server demand and increased adoption of ultra-high-purity colloidal silica associated with miniaturization as growth drivers.
  18. FY2021-Q1RestatedAnnual report

    「The semiconductor market remained firm, supported by rising server demand driven by increasing data volumes. In addition, the adoption of our ultra-high-purity colloidal silica increased as semiconductor miniaturization progressed.」

    Server demand, semiconductor miniaturization and increased adoption of ultra-high-purity colloidal silica continue to underpin business growth.
  19. FY2020AdvancedAnnual report

    「As semiconductors continue to become smaller and more highly integrated, we will continue developing products using our core particle-control technologies, including control of particle size, degree of aggregation, shape and surface modification, to meet demand for new interconnect materials, low-defect performance and high polishing rates. We will also focus on process technology development.」

    The company is translating its particle-control technologies into specific initiatives for new interconnect materials, products designed for low-defect performance and high polishing rates, and process technology development.
  20. FY2020-Q3RestatedAnnual report

    「In the Japanese economy, signs of a recovery in the semiconductor market have emerged and the recovery trend has continued. However, uncertainty about the outlook persists due to the stagnation of the Chinese economy resulting from US-China trade friction, rising geopolitical risks centered on the Middle East and East Asia, and the economic and foreign exchange impact of the novel coronavirus.」

    The filing indicates that the semiconductor market is showing signs of recovery, but does not present any specific new initiatives to address ongoing miniaturization and higher integration.
  21. FY2019RestatedAnnual report

    「Semiconductor devices are becoming increasingly miniaturized and highly integrated, and the company will continue developing products with different particle characteristics, including smaller particles, harder particles and surface-modified particles, to meet these needs.」

    The company continues to develop products with different particle characteristics in response to semiconductor miniaturization and higher integration.
  22. FY2019-Q3RestatedAnnual report

    「The semiconductor market has remained solid, and demand for the company's ultra-high-purity colloidal silica has continued to increase as semiconductor manufacturing processes have become more finely structured.」

    The company continues to cite the solid semiconductor market, manufacturing process miniaturization and increasing demand for ultra-high-purity colloidal silica as the background to growth.
  23. FY2019-Q2RestatedAnnual report

    「The semiconductor market has remained solid, and demand for the company's ultra-high-purity colloidal silica has continued to increase as semiconductor manufacturing processes have become more finely structured.」

    The company continues to cite the solid semiconductor market, manufacturing process miniaturization and increasing demand for ultra-high-purity colloidal silica as the background to growth.
  24. FY2019-Q1RestatedAnnual report

    「The semiconductor market has remained solid, and demand for the company's ultra-high-purity colloidal silica has continued to increase as semiconductor manufacturing processes have become more finely structured.」

    The company continues to cite the solid semiconductor market, manufacturing process miniaturization and increasing demand for ultra-high-purity colloidal silica as the background to growth.
  25. FY2018-Q3RestatedAnnual report

    「The semiconductor market has remained solid, and demand for the company's ultra-high-purity colloidal silica has increased as semiconductor manufacturing processes have become more finely structured.」

    The company continues to cite the solid semiconductor market, manufacturing process miniaturization and increasing demand for ultra-high-purity colloidal silica as the background to growth.
  26. FY2018-Q2RestatedAnnual report

    「The semiconductor market has remained solid, and demand for the company's ultra-high-purity colloidal silica has increased as semiconductor manufacturing processes have become more finely structured.」

    The company continues to cite the solid semiconductor market, manufacturing process miniaturization and increasing demand for ultra-high-purity colloidal silica as the background to growth.
  27. FY2018-Q1RestatedAnnual report

    「The semiconductor market remained solid, and demand for the company's ultra-high-purity colloidal silica increased as semiconductor manufacturing processes became more finely structured.」

    The company continues to cite the solid semiconductor market, progress in process miniaturization and increasing demand for ultra-high-purity colloidal silica as the background to growth.
  28. FY2017-Q3RestatedAnnual report

    「Although the stronger yen had a significant impact on foreign-currency-denominated sales, the semiconductor market remained solid, and demand for the company's ultra-high-purity colloidal silica was strong as semiconductor processes became more finely structured.」

    The company continues to cite the solid semiconductor market, progress in process miniaturization and demand for ultra-high-purity colloidal silica as growth drivers.
  29. FY2017-Q2RestatedAnnual report

    「Although the stronger yen had a significant impact on foreign-currency-denominated sales, the semiconductor market remained solid, and demand for the company's ultra-high-purity colloidal silica was strong as semiconductor processes became more finely structured.」

    The company continues to cite the solid semiconductor market, progress in process miniaturization and demand for ultra-high-purity colloidal silica as growth drivers.
  30. FY2017-Q1RestatedAnnual report

    「The semiconductor market has remained solid, and demand for the company's ultra-high-purity colloidal silica has been strong as semiconductor processes have become more finely structured,」

    The company continues to cite the solid semiconductor market and demand for ultra-high-purity colloidal silica driven by process miniaturization as the background to growth.
  31. FY2016First statedAnnual report

    「To achieve continued growth, the company will further deepen its core semiconductor business and promote expansion into a wide range of fields based on silicon chemistry. Semiconductor devices are becoming increasingly miniaturized and highly integrated, and the company will continue developing products that meet these needs.」

    The company views the miniaturization and higher integration of semiconductors as growth opportunities, with ultra-high-purity colloidal silica at the core.
Moved together

"Integrated strengthening of management resources, production systems, raw-material procurement and cost competitiveness" moved the same way as this thread, in the same document, in 6 of its 31 moves.

655554★123456
  1. ★This thread
  2. 1Integrated strengthening of management resources, production systems, raw-material procurement and cost competitiveness6×
  3. 2Cost reductions through price revisions, inventory reductions, and the consolidation and elimination of unprofitable product lines5×
  4. 3Application of Core Technologies and Development of New Products Addressing Customer Needs5×
  5. 4Establishing the FUSO Brand and Expanding Sales in Asia5×
  6. 5Construction of Facilities Compatible with Single-Nanometer Linewidths and Expansion of Colloidal Silica Production Capacity5×
  7. 6Aiming to become the world's No. 1 malic acid manufacturer4×

★ 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
Fuso Chemical's next results are scheduled for 2026-10-30. Read the earnings preview It last moved in the Revisions to earnings forecasts of 2026-10-30: "Advanced".
News
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