Growing Demand in Semiconductor-Related Markets, Led by AI Applications
First written in FY2025-H1. 3 of 4 entries say "Restated". Latest entry: 2026-07-31.
The whole theme swung hardest in 2023: 6 of 23 companies on the "Worse" side.
5 other companies' latest entry also says "Restated".
- FY2026-H1RestatedAnnual report
「In the chemicals segment, although demand for AI-related materials has remained firm, surging raw material, logistics and energy costs are putting pressure on earnings. The Company recognizes the need to continue monitoring developments in the business environment.」
The company has reaffirmed the market view that demand for AI-related materials remains firm. It also noted that broadly higher costs are putting pressure on earnings. - FY2025-H1First statedAnnual report
「In the chemical industry, demand in the semiconductor-related market is expanding, led mainly by AI-related applications. However, weak market conditions for commodity chemicals continue, and we recognize the need to continue closely monitoring developments in the operating environment.」
For the first time, identifies expanding semiconductor-related demand, particularly for AI applications, as a standalone market trend. It also states that weak market conditions for commodity chemicals continue.