Komori
Nhk Spring (5991) · RiskMitigated

Decline in Orders for PC HDDs

First written in FY2017-Q1. 14 of 25 entries say "Restated". Latest entry: 2026-08-06.

25entries
11years
2from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2017-Q1 – FY2018RestatedFY2023 – FY2024-Q22016: 220162017: 320172018: 220182019: 020192020: 120202021: 320212022: 420222023: 420232024: 120242025: 220252026: 32026
Same theme, other companies
Weak HDD Demand and Delayed New Product LaunchesA theme 5 companies write about · 5 as a headwind · 0 as a tailwind

3 other companies' latest entry also says "Mitigated".

Ridges = years it wrote progress, valleys = years it wrote worse. Most hopeful companies at the back. Drag to turn, scroll to zoom, right-drag to pan. On a phone, two fingers turn and pinch to zoom; one finger scrolls the page.
Full recordFilings, disclosures and news, newest first
  1. 2026-08-06MitigatedEarnings

    「Global shipments of HDDs (hard disk drives) increased year on year, and total demand for our suspension products increased as shipments of high-capacity HDDs for data centers rose.」

    The increase in global HDD shipments and demand for high-capacity data-center HDDs has continued to drive growth in total suspension demand.
  2. FY2026MitigatedAnnual report

    「Global HDD (hard disk drive) production increased from the previous fiscal year, and demand for our suspension products increased as production of high-capacity HDDs for data centers rose.」

    From the decline in overall HDD production in the previous interim period, global production and demand for high-capacity data center applications both increased for the full fiscal year, and total suspension demand also increased.
  3. 2026-05-11MitigatedEarnings

    「Global HDD (hard disk drive) production increased from the previous fiscal year, and demand for our suspension products increased as production of high-capacity HDDs for data centers rose.」

    The increase in global HDD production and demand for high-capacity data-center HDDs has mitigated the risk of a decline in total suspension demand.
  4. FY2026-H1RestatedAnnual report

    「Although global HDD (hard disk drive) production declined year on year, total demand for the company's core product, suspensions, increased as production of high-capacity HDDs for data centers increased.」

    The trend of declining overall HDD production coexisting with increasing total suspension demand driven by demand for high-capacity data center applications has continued.
  5. FY2025MitigatedAnnual report

    「In the information and communications-related market, another major business area, global HDD production increased from the previous period, and total demand for the company's core product, suspensions, also increased.」

    Following declines in global HDD production and suspension demand through the previous period, both global production and total demand have turned upward. Revenue in the DDS business increased 65.9% from the previous period.
  6. FY2025-H1MitigatedAnnual report

    「Although global HDD (Hard Disk Drive) production declined year on year, total demand for the company's core product, suspensions, increased as production of high-capacity HDDs for data centers increased.」

    Although global HDD production declined, total suspension demand increased due to higher production of high-capacity HDDs for data centers, indicating an improvement from the decline in total demand through the previous period.
  7. FY2024-Q2RestatedAnnual report

    「Global HDD (hard disk drive) production declined year on year, and total demand for the company's core product, suspensions, also declined.」

    Following the previous quarter, the company reports declines in global HDD production and total demand for its core product, suspensions.
  8. FY2024-Q1RestatedAnnual report

    「Global HDD (hard disk drive) production declined year on year, and total demand for the company's core product, suspensions, also declined.」

    The company continues to report declines in global HDD production and total demand for its core product, suspensions, following the previous period.
  9. FY2023RestatedAnnual report

    「Global HDD (hard disk drive) production declined from the previous period, and total demand for the company's core product, suspensions, also declined.」

    Declines in global HDD production and total suspension demand have also been confirmed for the full fiscal year.
  10. FY2023-Q3WorsenedAnnual report

    「Volumes of information and communications-related products declined due to production adjustments by HDD manufacturers.」

    In addition to declines in global HDD production and total suspension demand, the company reports lower volumes of information and communications-related products due to production adjustments by HDD manufacturers, indicating that the impact of declining demand is becoming more pronounced.
  11. FY2023-Q2RestatedAnnual report

    「Global HDD (hard disk drive) production declined year on year, and total demand for the company's core product, suspensions, also declined.」

    Following the previous quarter, the company reports declines in global HDD production and total demand for its core product, suspensions.
  12. FY2023-Q1WorsenedAnnual report

    「Global HDD (hard disk drive) production declined year on year, and total demand for the company's core product, suspensions, also declined.」

    Following a period through the previous period in which global HDD production was broadly flat or total suspension demand increased on demand for high-capacity data center applications, both global HDD production and total suspension demand have turned downward.
  13. FY2022RestatedAnnual report

    「Although global HDD (hard disk drive) production was broadly flat from the previous period, total demand for the company's core product, suspensions, increased as demand for high-capacity data center applications remained solid.」

    Overall HDD production was broadly flat, but the trend of increasing suspension demand against a backdrop of demand for high-capacity data center applications has continued.
  14. FY2022-Q3RestatedAnnual report

    「Although global HDD (hard disk drive) production was broadly flat year on year, total demand for the company's core product, suspensions, increased as demand for high-capacity data center applications remained strong.」

    Global HDD production was broadly flat, but the trend of increasing total suspension demand on demand for high-capacity data center applications has continued.
  15. FY2022-Q2RestatedAnnual report

    「Although global HDD (hard disk drive) production was broadly flat year on year, total demand for the company's core product, suspensions, increased as demand for high-capacity data center applications remained solid.」

    Global HDD production was broadly flat, but total demand for suspensions increased on demand for high-capacity data center applications, and this trend has continued.
  16. FY2022-Q1MitigatedAnnual report

    「Although global HDD (hard disk drive) production declined year on year, total demand for the company's core product, suspensions, increased as demand for high-capacity data center applications remained solid.」

    While global HDD production declined, total demand for the company's core suspension products increased on demand for high-capacity data center applications, indicating an improvement from the previous decline in HDD demand.
  17. FY2021MitigatedAnnual report

    「In the information and communications-related business, the impact of the COVID-19 pandemic was limited, and orders for HDD-related components remained solid, supported by increased demand for high-capacity data center applications.」

    The company reports that, in contrast to the ongoing decline in HDD orders for PCs, orders for HDD-related components remained solid due to increased demand for high-capacity data center applications.
  18. FY2020WorsenedAnnual report

    「Revenue declined due to lower volumes of products for the automotive-related business, reflecting the impact of US-China trade friction, and the contraction of the HDD suspension market.」

    In addition to the ongoing decline in HDD orders for PCs, the contraction of the HDD suspension market itself is cited as a factor behind the decline in revenue in the precision components business.
  19. FY2018RestatedAnnual report

    「In the information and communications-related market, orders for HDDs (hard disk drives) declined from the previous period as a decrease in PC demand offset solid demand from data centers.」

    While demand from data centers remains solid, the decline in HDD orders for PCs has continued for the full fiscal year.
  20. FY2018-Q3RestatedAnnual report

    「In the information and communications-related business, another major business area, orders for HDDs (hard disk drives) declined year on year as a decrease in PC demand offset solid demand from data centers.」

    While demand from data centers remains solid, the decline in HDD orders for PCs continues to be reported.
  21. FY2018-Q2RestatedAnnual report

    「In the information and communications-related business, another major business area, orders for HDDs (hard disk drives) declined year on year as a decrease in PC demand offset solid demand from data centers.」

    While demand from data centers remains solid, the decline in HDD orders for PCs continues to be reported.
  22. FY2018-Q1RestatedAnnual report

    「In the information and communications-related business, another major business area, orders for HDDs (hard disk drives) declined year on year as a decrease in PC demand offset solid demand from data centers.」

    While demand from data centers remains solid, the decline in HDD orders for PCs continues to be reported.
  23. FY2017-Q3RestatedAnnual report

    「In the information and communications-related business, another major business area, orders for HDDs (hard disk drives) declined year on year as a decrease in PC demand offset solid demand from data centers.」

    The decline in HDD orders for PCs has continued, and lower volumes of HDD components have been a factor behind declines in revenue and operating profit in the precision components business.
  24. FY2017-Q2RestatedAnnual report

    「In the information and communications-related business, another major business area, orders for HDDs (hard disk drives) declined year on year as a decrease in PC demand offset solid demand from data centers.」

    The decline in HDD orders for PCs has continued, and lower volumes of HDD components have been a factor behind declines in revenue and operating profit in the precision components business.
  25. FY2017-Q1First statedAnnual report

    「In the information and communications-related business, orders for HDDs (hard disk drives) declined year on year as a decrease in PC demand offset solid demand from data centers.」

    In the precision components business, revenue declined 11.4% year on year and operating profit declined 35.5%, due to lower volumes of HDD components and the impact of the stronger yen.
Moved together

"Impact of Yen Appreciation on Sales and Earnings" moved the same way as this thread, in the same document, in 6 of its 25 moves.

664444★123456
  1. ★This thread
  2. 1Impact of Yen Appreciation on Sales and Earnings6×
  3. 2Decline in Volumes of Semiconductor Process Components6×
  4. 3Expansion of the precision components and industrial equipment business through increased production in Japan, Thailand and China4×
  5. 4Higher revenue but lower operating profit, ordinary profit and profit attributable to owners of the parent4×
  6. 5Recovery in the earnings power of the US and European operations4×
  7. 6Payment of Year-End Dividend4×

★ 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
No upcoming earnings preview for Nhk Spring yet. It last moved in the Earnings of 2026-08-06: "Mitigated".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Decline in Orders for PC HDDs | NHK SPRING CO.,LTD. (5991) | Komori