Production adjustments for aluminum magnetic disks used in servers
First written in FY2017-Q2. 6 of 15 entries say "Mitigated", first in FY2021-Q1. Latest entry: FY2027-H1.
No other company in this theme has enough history to compare yet.
- FY2027-H1RestatedAnnual report
「Demand for servers, particularly in generative AI-related fields, continued to expand.」
The Company indicated that server demand, particularly demand related to generative AI, continues to expand, in contrast to the past restraint in server market investment and the slowdown in demand. - 2026-08-07MitigatedResults
「当社グループの主要市場であるエレクトロニクス市場におきましては、生成ＡＩ関連分野を中心とするサーバー需要の拡大が継続しました。」
過去のサーバー需要減速に対し、生成AI関連を中心とするサーバー需要の拡大が継続している。 - FY2026MitigatedAnnual report
「In the electronics market, the Group's principal market, server demand, particularly demand related to generative AI, continued to drive the market.」
In contrast to the previously reported investment restraint and demand slowdown in the server market, the report states that server demand, particularly demand related to generative AI, is driving the market. - 2026-05-13MitigatedRevision to earnings forecast
「Server demand, led by generative AI-related fields, continued to drive the market.」
過去に記載されたサーバー市場の投資抑制・需要減速に対し、生成AI関連を中心とするサーバー需要が市場を牽引する状況が続いている。 - FY2026-H1MitigatedAnnual report
「Server demand, led by generative AI-related fields, continued to drive the market.」
In contrast to the previously reported investment restraint and demand slowdown in the server market, the report states that server demand, particularly demand related to generative AI, is driving the market. - FY2025-H1MitigatedAnnual report
「The decline in demand caused by inventory adjustments for semiconductors and electronic components used in personal computers and data centers bottomed out and began a gradual recovery.」
Regarding the previous decline in data-center and server-related demand, the report states that inventory adjustments bottomed out and the market shifted to a gradual recovery. - FY2024-Q2RestatedAnnual report
「The Group's core plating chemicals for package substrates were affected by continued investment restraint in the data-center server market since the second half of the previous year, as well as inventory adjustments resulting from declining unit sales of personal computers and smartphones. Consequently, both revenue and segment profit fell below the levels of the same quarter of the previous year. As a result, revenue for the cumulative second quarter of the fiscal year was ¥28,976 million, down 17.8% year on year, and segment profit was ¥4,966 million, down 31.7%.」
The effects of investment restraint in the data-center server market, lower personal computer and smartphone sales, and inventory adjustments continued, causing revenue and segment profit from core plating chemicals to fall below the levels of the same quarter of the previous year. - FY2024-Q1WorsenedAnnual report
「The Group's core plating chemicals for package substrates were affected by continued investment restraint in the data-center server market since the second half of the previous year, as well as inventory adjustments resulting from declining unit sales of personal computers and smartphones. Consequently, both revenue and segment profit fell below the levels of the same quarter of the previous year.」
Investment restraint in the data-center server market continued from the second half of the previous year. Together with lower personal computer and smartphone sales and inventory adjustments, this reduced revenue and profit from core plating chemicals. - FY2023-Q3WorsenedAnnual report
「In the electronics market, which is the Group's main market, the automotive sector remained firm, supported by a recovery in vehicle production and the spread of electric vehicles (EVs). However, demand for semiconductors and electronic components for smartphones, PCs and data centres slowed.」
The description has shifted from robust demand for servers and data centers driven by 5G, teleworking and other factors to a slowdown in demand for semiconductors and electronic components for data centers. - FY2022RestatedAnnual report
「Demand for servers associated with the commercialisation of 5G and the spread of teleworking continued to remain firm.」
With regard to aluminum magnetic disks for servers, for which production adjustments were reported previously, the company continues to recognize that server demand associated with the practical rollout of 5G and teleworking remains firm. - FY2022-Q2RestatedAnnual report
「Demand for servers associated with the commercialisation of 5G and the spread of teleworking continued to remain firm.」
Despite the past risk of production adjustments for aluminum magnetic disks used in servers, the company continues to recognize that server demand associated with the practical rollout of 5G and the spread of teleworking remains firm. - FY2022-Q1RestatedAnnual report
「Demand for servers associated with the commercialisation of 5G and the spread of teleworking continued to remain firm.」
In contrast to the previously reported decline in demand resulting from production adjustments for aluminum magnetic disks used in servers, the company continues to recognize that server demand associated with the practical rollout of 5G and the spread of teleworking remains firm. - FY2021-Q3RestatedAnnual report
「Demand for servers remained firm, supported by the commercialisation of 5G (fifth-generation mobile communications) and the spread of teleworking.」
In contrast to the previously reported decline in demand resulting from production adjustments for aluminum magnetic disks used in servers, the company continues to recognize that server demand associated with the practical rollout of 5G and the spread of teleworking remains firm. - FY2021-Q1MitigatedAnnual report
「Demand for servers remained firm, driven by the practical rollout of 5G (fifth-generation mobile communications systems) and the spread of teleworking.」
In contrast to the previously reported decline in demand resulting from production adjustments for aluminum magnetic disks used in servers, the current report states that server demand associated with teleworking and other factors remained firm. - FY2017-Q2First statedAnnual report
「Revenue from plating chemicals for hard disks also declined, affected by production adjustments for aluminum magnetic disks used in servers.」
The report states that production adjustments for aluminum magnetic disks used in servers were reflected in an actual decline in sales of plating chemicals for hard disks.