High Dependence on the Semiconductor Industry
First written in FY2016. 16 of 29 entries say "Restated". Latest entry: 2026-05-14.
Fujimi moved to the "Worse" side of this theme in 2016, 3 years before the typical company in this theme (2019).
The whole theme swung hardest in 2019: 9 of 11 companies on the "Worse" side.
2 other companies' latest entry also says "Worsened".
- 2026-05-14WorsenedEarnings
「Sales of CMP products for advanced logic and advanced memory applications increased, bringing net sales to ¥36,135 million.」
Combined net sales of silicon wafer products and CMP products were ¥57,109 million, accounting for approximately 82.3% of consolidated net sales of ¥69,404 million. Dependence on semiconductor-related sales increased from approximately 81.7% in FY2026-H1. - FY2026-H1WorsenedAnnual report
「For products for silicon wafers, sales were ¥3,711 million for lapping materials, down 2.1% year on year, and ¥6,928 million for polishing materials, up 13.1%. For CMP products, increased sales for leading-edge logic and memory applications resulted in sales of ¥16,732 million, up 11.3% year on year.」
Combined sales of products for silicon wafers and CMP products were ¥27,371 million, representing approximately 81.7% of consolidated sales of ¥33,496 million. Dependence on semiconductor-related sales increased from approximately 81.1% in the same period of the previous year. - FY2025-H1RestatedAnnual report
「Sales of products for silicon wafers increased as customers resumed operations. Sales of polishing materials were ¥6,123 million, up 11.6% year on year, while sales of lapping materials were ¥3,791 million, up 34.5%, partly due to the pass-through into product prices of higher raw material costs, which had been implemented since the previous fiscal year. For CMP products, increased sales of products for leading-edge logic devices and memory applications resulted in sales of ¥15,033 million, up 16.0% year on year.」
Combined sales of products for silicon wafers and CMP products were ¥24,947 million, representing approximately 81.1% of sales of ¥30,746 million for the current interim period. High dependence on semiconductor-related fields continues. - FY2024RestatedAnnual report
「For products for silicon wafers, continued production adjustments by customers resulted in sales of lapping materials of ¥5,474 million, down 22.4% year on year, and sales of polishing materials of ¥9,909 million, down 27.2%. For CMP products, sales were ¥27,401 million, down 4.4% year on year, due to production adjustments for mature logic devices and memory products in the first half.」
Combined sales of products for silicon wafers and CMP products were ¥42,784 million, representing approximately 83.2% of consolidated sales of ¥51,423 million. High dependence on semiconductor-related fields continues. - FY2024-Q3RestatedAnnual report
「For products for silicon wafers, continued production adjustments by customers resulted in sales of lapping materials of ¥3,936 million, down 26.0% year on year, and sales of polishing materials of ¥7,717 million, down 25.3%. For CMP products, sales were ¥19,802 million, down 12.1% year on year, due to production adjustments for mature logic devices and memory products in the first half.」
Sales of products for silicon wafers and CMP products totaled ¥31,455 million, indicating continued high dependence on semiconductor-related fields. - FY2024-Q2RestatedAnnual report
「Against this backdrop, in addition to lower sales of semiconductor products, the impact of higher raw material and other prices resulted in sales of ¥25,352 million, down 18.5% year on year, operating profit of ¥3,949 million, down 49.5%, ordinary profit of ¥4,430 million, down 46.6%, and profit attributable to owners of the parent of ¥3,377 million, down 45.1%, for the cumulative second quarter of the current fiscal year.」
Lower sales of semiconductor products have emerged as a factor behind lower sales and profit, again confirming the structure in which high dependence on the semiconductor market affects performance. - FY2024-Q1WorsenedAnnual report
「For products for silicon wafers, adjustments to silicon wafer production and inventories resulted in sales of polishing materials of ¥3,089 million, down 11.8% year on year. Sales of lapping materials were ¥1,648 million, up 7.1% year on year, as shipments had been adjusted in the same period of the previous year, although sales declined from the fourth quarter of the previous fiscal year. For CMP products, sales were ¥6,376 million, down 16.6% year on year due to adjustments in the semiconductor market, although they increased from the fourth quarter of the previous fiscal year.」
Combined sales of products for silicon wafers and CMP products were ¥11,113 million, representing approximately 84.0% of consolidated sales of ¥13,225 million. Dependence on semiconductor-related sales increased slightly from approximately 83.8% in the same period of the previous year. - FY2023-Q3WorsenedAnnual report
「For products for silicon wafers, sales of lapping materials were ¥5,355 million, up 14.1% year on year, and sales of polishing materials were ¥10,432 million, up 15.0%. However, growth in sales in the third quarter compared with the same period of the previous year slowed due to production adjustments for small-diameter wafers. For CMP products, sales were ¥22,538 million, up 22.2% year on year, but growth in third-quarter sales slowed substantially as lower sales in Asia for both logic and memory applications weighed on results amid adjustments in the semiconductor market.」
Combined sales of products for silicon wafers and CMP products were ¥38,325 million, representing approximately 84.8% of consolidated sales of ¥45,216 million. Dependence on semiconductor-related sales increased slightly from approximately 84.6% in the previous quarter, and the disclosure also describes slower sales growth due to adjustments in the semiconductor market. - FY2023-Q2WorsenedAnnual report
「For products for silicon wafers, supported by high utilization in the semiconductor industry, sales of lapping materials were ¥3,538 million, up 18.5% year on year, and sales of polishing materials were ¥7,013 million, up 16.7%. For CMP products, demand remained strong for both logic and memory applications, and the impact of foreign exchange movements also contributed, resulting in sales of ¥15,771 million, up 29.8% year on year.」
Combined sales of products for silicon wafers and CMP products were ¥26,322 million, representing approximately 84.6% of consolidated sales of ¥31,097 million. Dependence on semiconductor-related sales increased from approximately 83.6% in the same period of the previous year. - FY2023-Q1WorsenedAnnual report
「For products for silicon wafers, supported by high utilization in the semiconductor industry, sales of lapping materials were ¥1,540 million, up 6.7% year on year, and sales of polishing materials were ¥3,504 million, up 19.5%. For CMP products, demand remained strong for both logic and memory applications, and the impact of foreign exchange movements also contributed, resulting in sales of ¥7,645 million, up 28.2% year on year.」
Combined sales of products for silicon wafers and CMP products were ¥12,689 million, representing approximately 83.8% of consolidated sales of ¥15,136 million. Dependence on semiconductor-related sales increased slightly from approximately 83.4% in the same period of the previous year. - FY2022-Q3RestatedAnnual report
「For products for silicon wafers, supported by high utilization in the semiconductor industry, sales of lapping materials were ¥4,694 million, up 40.6% year on year, and sales of polishing materials were ¥9,069 million, up 29.2%. For CMP products, demand remained strong for both logic and memory applications, resulting in sales of ¥18,442 million, up 23.2% year on year.」
Combined sales of products for silicon wafers and CMP products were ¥32,205 million, representing approximately 83.3% of consolidated sales. This continues to indicate a high degree of dependence on semiconductor-related fields. - FY2022-Q2RestatedAnnual report
「For products for silicon wafers, supported by high utilization in the semiconductor industry, sales of lapping materials were ¥2,985 million, up 38.3% year on year, and sales of polishing materials were ¥6,007 million, up 32.9%. For CMP products, demand remained strong for both logic and memory applications, resulting in sales of ¥12,155 million, up 20.9% year on year.」
Combined sales of products for silicon wafers and CMP products were ¥21,147 million, representing approximately 83.6% of consolidated sales of ¥25,291 million. This continues to indicate a high degree of dependence on semiconductor-related fields. - FY2022-Q1WorsenedAnnual report
「For products for silicon wafers, supported by high utilization in the semiconductor industry, sales of lapping materials were ¥1,442 million, up 22.3% year on year, and sales of polishing materials were ¥2,931 million, up 28.3%. For CMP products, demand for logic applications remained strong, demand for memory applications began to recover, and certain customers built up inventories of CMP products. As a result, sales were ¥5,963 million, up 18.9% year on year.」
Combined sales of products for silicon wafers and CMP products were ¥10,336 million, representing approximately 83.4% of consolidated sales of ¥12,387 million. Dependence on semiconductor-related sales increased further from approximately 81.2% in the same period of the previous year. - FY2021WorsenedAnnual report
「As sales of our semiconductor products increased substantially, our dependence on the semiconductor market has continued to grow.」
The disclosure states that increased semiconductor-related sales have further increased dependence on the semiconductor market. The text states that more than 80% of sales come from semiconductor-related fields. - FY2021-Q3RestatedAnnual report
「For products for silicon wafers, supported by high utilization in the semiconductor industry, sales of lapping materials were ¥3,340 million, up 16.9% year on year. Sales of polishing materials were ¥7,017 million, broadly in line with the previous year and up 3.4%, reflecting inventory buildup of our products by certain customers in the same period of the previous year. For CMP products, although demand for memory applications showed signs of leveling off, demand for logic applications remained strong, and sales increased for both logic and memory products for leading-edge devices, resulting in sales of ¥14,971 million, up 17.4% year on year.」
Combined sales of products for silicon wafers and CMP products were ¥25,328 million, representing approximately 81.4% of consolidated sales of ¥31,111 million. This continues to indicate a high degree of dependence on semiconductor-related fields. - FY2021-Q2RestatedAnnual report
「For products for silicon wafers, in addition to high utilization in the semiconductor industry, customers also built up silicon wafer inventories. As a result, sales of lapping materials were ¥2,158 million, up 17.7% year on year. Sales of polishing materials were ¥4,521 million, broadly in line with the previous year and up 0.8%, reflecting inventory buildup of our products by certain customers in the second quarter of the previous fiscal year. For CMP products, against a backdrop of high utilization in the semiconductor industry driven by increased demand from data centers and PCs, sales of products for leading-edge devices increased for both logic and memory applications, resulting in sales of ¥10,055 million, up 18.5% year on year.」
Combined sales of products for silicon wafers and CMP products were ¥16,734 million, representing approximately 81.9% of consolidated sales. This continues to indicate a high degree of dependence on semiconductor-related fields. - FY2021-Q1RestatedAnnual report
「For products for silicon wafers, in addition to high utilization in the semiconductor industry, customers also built up silicon wafer inventories. As a result, sales of lapping materials were ¥1,179 million, up 19.2% year on year, and sales of polishing materials were ¥2,284 million, up 4.2%. For CMP products, against a backdrop of high utilization in the semiconductor industry driven by increased demand from data centers and PCs, sales of products for leading-edge devices increased for both logic and memory applications, resulting in sales of ¥5,015 million, up 30.3% year on year.」
Sales of products for silicon wafers and CMP products totaled ¥8,478 million, representing approximately 81.2% of sales for the quarter and continuing to indicate a high degree of dependence on semiconductor-related fields. - FY2020-Q3RestatedAnnual report
「Conditions in the semiconductor market, our principal business area, are becoming increasingly volatile, and changes in that market have a significant impact on us, as approximately 70% of our sales come from semiconductor-related fields.」
The disclosure continues to describe the structure in which semiconductor-related fields account for approximately 70% of sales and changes in market conditions affect performance. - FY2020-Q2RestatedAnnual report
「Conditions in the semiconductor market, our principal business area, are becoming increasingly volatile, and changes in that market have a significant impact on us, as approximately 70% of our sales come from semiconductor-related fields.」
The disclosure again confirms the structure in which semiconductor-related fields account for approximately 70% of sales and changes in market conditions affect performance. Demand for memory devices has continued to decline, accompanied by production adjustments in the market. - FY2020-Q1RestatedAnnual report
「Conditions in the semiconductor market, our principal business area, are becoming increasingly volatile, and changes in that market have a significant impact on us, as approximately 70% of our sales come from semiconductor-related fields.」
The disclosure again confirms the structure in which semiconductor-related fields account for approximately 70% of sales and changes in market conditions affect performance. - FY2019WorsenedAnnual report
「Our Group has a high degree of sales dependence on the semiconductor industry and is therefore highly exposed to trends in the semiconductor industry. In the fiscal year ended March 2019, sales to the semiconductor industry accounted for 76.7%, comprising 35.8% for semiconductor wafer products and 40.9% for CMP products.」
The semiconductor-related sales ratio rose from 73.3% in the previous fiscal year to 76.7%, further increasing dependence on the semiconductor industry. - FY2019-Q3RestatedAnnual report
「Conditions in the semiconductor market, our principal business area, are becoming increasingly volatile, and changes in that market have a significant impact on us, as approximately 70% of our sales come from semiconductor-related fields.」
The disclosure again confirms the structure in which semiconductor-related fields account for approximately 70% of sales and changes in market conditions affect performance. - FY2019-Q2RestatedAnnual report
「Conditions in the semiconductor market, our principal business area, are becoming increasingly volatile, and changes in that market have a significant impact on us, as approximately 70% of our sales come from semiconductor-related fields.」
The disclosure again confirms the structure in which semiconductor-related fields account for approximately 70% of sales and changes in market conditions affect performance. - FY2019-Q1RestatedAnnual report
「Conditions in the semiconductor market, our principal business area, are becoming increasingly volatile, and changes in that market have a significant impact on us, as approximately 70% of our sales come from semiconductor-related fields.」
The disclosure continues to describe the structure in which semiconductor-related fields account for approximately 70% of sales and changes in market conditions affect performance. - FY2018WorsenedAnnual report
「Our Group has a high degree of sales dependence on the semiconductor industry and is therefore highly exposed to trends in the semiconductor industry. In the fiscal year ended March 2018, sales to the semiconductor industry accounted for 73.3%, comprising 32.4% for semiconductor wafer products and 40.9% for CMP products.」
The semiconductor-related sales ratio rose from 67.6% in the previous fiscal year to 73.3%, indicating an even higher degree of dependence. - FY2018-Q3RestatedAnnual report
「No new business or other risks arose during the cumulative third quarter under review. In addition, there have been no material changes to the business and other risks described in the annual securities report for the previous fiscal year.」
The disclosure states that there have been no significant changes in existing business and other risks, including dependence on the semiconductor industry. - FY2017WorsenedAnnual report
「Our Group has a high degree of sales dependence on the semiconductor industry and is therefore highly exposed to trends in the semiconductor industry. In the fiscal year ended March 2017, sales to the semiconductor industry accounted for 67.6%, comprising 30.5% for semiconductor wafer products and 37.1% for CMP products.」
The semiconductor-related sales ratio rose from 64.5% in the previous fiscal year to 67.6%, indicating greater dependence. - FY2017-Q1MaterialisedAnnual report
「In addition, the global semiconductor market remained below the previous year as growth in the smartphone market slowed markedly.」
The semiconductor market contracted year on year in this quarter as well, and the risk of dependence on the semiconductor industry has materialized in the operating environment through lower sales and operating profit. - FY2016First statedAnnual report
「Our Group has a high degree of sales dependence on the semiconductor industry and is therefore highly exposed to trends in the semiconductor industry. In the fiscal year ended March 2016, sales to the semiconductor industry accounted for 64.5%, comprising 29.9% for semiconductor wafer products and 34.6% for CMP products.」
The disclosure specifies the composition of semiconductor-related sales and identifies dependence on economic fluctuations as a risk.