Strength in demand for semiconductor manufacturing equipment
First written in FY2018-Q1. 14 of 33 entries say "Restated". Latest entry: 2026-10-29.
0 other companies' latest entry also says "Advanced".
- FY2026ReframedAnnual report
「Although inventory adjustments in semiconductor manufacturing equipment continued, from January 2026 onward some customers began markedly increasing inventories in response to expanding demand for AI applications, and orders are expected to increase going forward.」
While inventory adjustments in semiconductor manufacturing equipment continue, from January 2026 onward inventory building has become pronounced among some customers against a backdrop of expanding demand for AI applications, shifting the assessment to include expectations for a recovery. - FY2025WorsenedAnnual report
「Although inventory adjustments among some customers in semiconductor manufacturing equipment had progressed toward the fiscal year ending March 2025, we believe the adjustments will continue through the second half of the fiscal year ending March 2026.」
It indicates that, while inventory adjustments progressed among some customers in semiconductor manufacturing equipment, the adjustments are expected to continue through the second half of the fiscal year ending March 2026. - FY2025-H1ReframedAnnual report
「Although semiconductor-related demand has shown signs of recovery, we believe that a full-fledged recovery will not begin until the next fiscal year or later, and will continue to monitor developments.」
The outlook has been revised to reflect signs of recovery from the decline in orders caused by the downturn in the semiconductor cycle, while a full-fledged recovery is expected from the next fiscal year onward. - FY2024RestatedAnnual report
「Semiconductor-related demand has remained stagnant as the downturn in the semiconductor cycle has been prolonged, and orders for stainless steel, a core product in the functional products business, declined year on year.」
The disclosure reconfirms stagnation in semiconductor-related demand and declining orders due to the prolonged downturn in the semiconductor cycle. - FY2024-Q3RestatedAnnual report
「Orders in the semiconductor-related business declined during the downturn in the semiconductor cycle.」
The disclosure reconfirms the decline in semiconductor-related orders resulting from the downturn in the semiconductor cycle. - FY2024-Q2RestatedAnnual report
「Orders in the semiconductor-related business declined during the downturn in the semiconductor cycle.」
The disclosure reconfirms the decline in semiconductor-related orders resulting from the downturn in the semiconductor cycle. - FY2024-Q1WorsenedAnnual report
「Orders in the semiconductor-related business also declined as the semiconductor cycle weakened.」
It states that semiconductor-related orders declined due to weakness in the semiconductor cycle. - FY2023-Q3WorsenedAnnual report
「Semiconductor-related orders remained firm, driven by 5G adoption and demand for data-center construction and upgrades, but the effects of inventory adjustments resulting from weakness in the semiconductor cycle have begun to emerge.」
In addition to the strength of semiconductor-related orders supported by 5G and data-center demand, it states that the effects of inventory adjustments resulting from weakness in the semiconductor cycle have begun to emerge. - FY2023-Q2RestatedAnnual report
「Semiconductor-related orders remained firm, driven by 5G adoption and demand for data-center construction and upgrades.」
The disclosure reconfirms the strength of semiconductor-related orders against a backdrop of 5G adoption and demand for data-center construction and upgrades. - FY2023-Q1RestatedAnnual report
「Orders for industrial machinery also entered a downward trend due to supply constraints, while semiconductor-related orders remained firm on the back of 5G adoption and demand for data-center construction and upgrades.」
While demand for automotive and industrial machinery applications is affected by supply constraints, semiconductor-related orders remain firm against a backdrop of 5G adoption and demand for data-center construction and upgrades. - FY2022RestatedAnnual report
「Semiconductor-related demand also expanded steadily across a broad range of areas, including 5G, data centers and automotive applications, and remained at a high level.」
The disclosure reconfirms the expansion of broad-based semiconductor-related demand, including 5G, data centers and automotive applications, and the continued high level of orders. - FY2022-Q2RestatedAnnual report
「Semiconductor-related demand also expanded steadily across a broad range of areas, including 5G, data centers and automotive applications, and orders remained at a high level.」
The expansion of broad-based semiconductor-related demand, including 5G, data centers and automotive applications, and high order levels have continued. - FY2022-Q1AdvancedAnnual report
「Semiconductor-related demand also expanded steadily across a broad range of areas, including 5G, data centers and automotive applications, resulting in a marked increase in orders.」
It states that broad-based semiconductor-related demand, including 5G, data centers and automotive applications, is expanding steadily, with a marked increase in orders. - FY2021-Q3RestatedAnnual report
「Semiconductor-related orders also remained firm as capital investment recovered.」
The disclosure reiterates that semiconductor-related orders remain firm against a backdrop of recovering capital investment. - FY2021-Q2RestatedAnnual report
「Stainless steel and high alloys saw an increase in semiconductor-related orders as capital investment recovered, but orders for automotive-related and industrial machinery applications declined, resulting in lower year-on-year volumes.」
The demand mix continued to show increasing orders related to semiconductors as capital investment recovered, while orders for automotive and industrial machinery applications declined. - FY2021-Q1ReframedAnnual report
「Stainless steel and high alloys saw an increase in semiconductor-related orders as capital investment recovered, but orders for automotive-related and industrial machinery applications declined, resulting in lower year-on-year volumes.」
The assessment of semiconductor-related demand shifted from weakness caused by previously deferred capital investment and inventory adjustments to increasing orders following the recovery in capital investment. - FY2020-Q3ReframedAnnual report
「Orders related to semiconductors were on a recovery trend from the third quarter, but decreased year on year.」
The assessment of semiconductor-related demand shifted to a recovery trend from the third quarter, although the year-on-year decline continued. - FY2020-Q2RestatedAnnual report
「Demand for stainless steel and high-alloy products for automobiles remained firm amid efforts to improve fuel efficiency. However, both declined due to the downturn in demand for semiconductor manufacturing equipment and lower demand from industrial machinery associated with the slowdown in the Chinese economy. Magnet products also declined due to factors including the decline in automobile sales in China, with inventory adjustments also taking place.」
Demand for semiconductor manufacturing equipment has continued to decline and undergo inventory adjustments against a backdrop of deferred capital investment and other factors. - FY2020-Q1ReframedAnnual report
「Demand for stainless steel and high-alloy products for automobiles remained firm amid efforts to improve fuel efficiency. However, semiconductor-related products declined due to factors including delays in capital investment worldwide and lower demand for HDDs (hard disk drives), while magnet products declined due to factors including the decline in automobile sales in China, with inventory adjustments also taking place in each business.」
For demand related to semiconductor manufacturing equipment, the assessment shifted from continued strength to inventory adjustments and lower volumes associated with globally deferred capital investment and declining HDD demand. - FY2019ReframedAnnual report
「Sales volumes declined in both semiconductor-related products, due to factors including delays in capital investment worldwide, and magnet products, due to the decline in automobile sales in China, with inventory adjustments also taking place in each business.」
For semiconductor-related demand, the full-year assessment shifted from continued strength to weakness, with inventory adjustments and lower volumes resulting from the impact of deferred capital investment. - FY2019-Q3ReframedAnnual report
「Demand for stainless steel and high alloys increased amid efforts to improve automobile fuel efficiency, and volumes rose year on year, although some semiconductor-related demand was somewhat soft due to inventory adjustments.」
The company states that demand for automobiles and other applications continued to increase, while some semiconductor-related demand softened due to inventory adjustments. - FY2019-Q1RestatedAnnual report
「Stainless steel and high alloys saw year-on-year volume growth as demand related to automobiles and semiconductor manufacturing equipment remained strong.」
The company reconfirmed strong automobile and semiconductor manufacturing equipment-related demand and volume growth. - FY2018RestatedAnnual report
「Capital investment related to semiconductors remained active, and related demand continued to be strong.」
The company reiterated for the full year that semiconductor-related capital investment remained active and related demand continued to be strong. - FY2018-Q3RestatedAnnual report
「Capital investment related to semiconductors remained active, and related demand continued to be strong.」
The company has reiterated that semiconductor-related capital investment remains active and related demand continues to be strong. - FY2018-Q2RestatedAnnual report
「Capital investment related to semiconductors remained active, and related demand continued to be strong.」
The company has reiterated that semiconductor-related capital investment remains active and related demand continues to be strong. - FY2018-Q1First statedAnnual report
「Demand for semiconductor manufacturing equipment also remained firm, supported by strong capital investment in semiconductor-related equipment.」
Demand for semiconductor manufacturing equipment remained firm against a backdrop of strong capital investment in semiconductor-related equipment.