Strong performance in the semiconductor and energy-related industries
First written in FY2021-Q3. 7 of 15 entries say "Restated". Latest entry: 2026-10-12.
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- 2026-10-12Reframedfinance.yahoo.co.jp
「第3四半期累計期間においては、主要市場における需要が総じて底堅く、特に航空・防衛関連、電子部品・半導体製造装置及びデータセンター向け、エネルギー関連並びに医療関連の需要が堅調に推移した。」
従来の半導体・電子部品・AI関連需要やエネルギー関連の好調に加え、航空・防衛、データセンター及び医療関連を含む堅調な需要分野が報じられた。 - FY2026-H1ReframedAnnual report
「China’s economy remained resilient, led by manufacturing, against a backdrop of increased government investment in AI, robotics, and infrastructure. In Taiwan, economic activity also remained on a recovery path, supported by stronger demand for semiconductors, electronic components, and AI-related products.」
Against a backdrop of stronger demand for semiconductors, electronic components, and AI-related products, manufacturing and economic activity in China and Taiwan were described as resilient and on a recovery path, updating the description of the industries performing strongly. - 2026-07-02ReframedRevision of earnings forecasts
「Although demand related to automobiles continued to lack strength, demand across the manufacturing sector remained firm in the Americas. In Europe, demand related to aircraft, medical applications and power generation remained firm, while in Asia, particularly in China, demand for electronic components, semiconductor manufacturing equipment and data centers was strong.」
The relative strength across industries became more specific, shifting from the previous focus on aircraft and medical industries to manufacturing generally in the Americas, aircraft, medical and power generation in Europe, and electronic components, semiconductor manufacturing equipment and data centers in Asia. - FY2024ReframedAnnual report
「By industry, the aerospace-related industry continued to recover, with new orders also increasing. The medical industry also performed strongly, resulting in differing conditions across industries.」
The description of variation across sectors has been updated to present the recovery and strong performance of the aerospace and medical industries alongside weakness in European manufacturing and exports to China. - FY2024-Q2ReframedAnnual report
「In Brazil, South America, market conditions were mixed. The aerospace-related industries were on a recovery trend, with many orders on hand and production being increased, while the automotive-related industries were constrained in their recovery by problems with the supply of some components.」
The variation across sectors has become more pronounced, with the aerospace-related industry recovering on the back of numerous orders and preparations for increased production, while the automotive industry’s recovery has stalled because of component-supply problems. - FY2024-Q1ReframedAnnual report
「Market conditions in southern Brazil were mixed. The aerospace and automotive-related industries were on a recovery path, while commercial vehicles such as buses and trucks and the agricultural machinery-related industry faced difficult conditions, including production adjustments.」
The recovery trend in the aerospace and automotive-related industries and production adjustments in the commercial-vehicle and agricultural-machinery-related industries are presented together, providing a more specific picture of the variation across sectors. - FY2023-Q2RestatedAnnual report
「Both the automobile-related and aircraft-related industries are gradually moving toward recovery, while other manufacturing industries, including construction machinery, remain firm.」
The variation across sectors, with the automotive and aerospace-related industries recovering gradually while other manufacturing industries, including construction equipment, remained resilient, is being reconfirmed. - FY2023-Q1RestatedAnnual report
「Both the automobile-related and aircraft-related industries are gradually moving toward recovery, while other manufacturing industries, including construction machinery, remain firm.」
The variation across sectors, with the automotive and aerospace-related industries on a recovery path while other manufacturing industries, including construction equipment, remained resilient, is being reconfirmed. - FY2022RestatedAnnual report
「In North America, the main market, the economy remained resilient despite negative factors including restrained consumer spending amid growing inflation concerns, interest-rate hikes, and downward pressure on production from supply shortages caused by global supply-chain disruption. The automotive industry remained stalled due to shortages of semiconductors and other components, while machinery and equipment continued to perform strongly.」
The variation across sectors, with the automotive industry stalled by component shortages while machinery and equipment continued to perform strongly, is being reconfirmed. - FY2022-Q3RestatedAnnual report
「In North America, the main market, the economy remained resilient despite negative factors including restrained consumer spending amid growing inflation concerns, interest-rate hikes, and downward pressure on production from supply shortages caused by global supply-chain disruption. The automotive industry remained stalled due to shortages of semiconductors and other components, while machinery and equipment continued to perform strongly.」
The variation across sectors, with the automotive industry stalled by component shortages while machinery and equipment continued to perform strongly, is being reconfirmed. - FY2022-Q2RestatedAnnual report
「Other manufacturing industries, including construction equipment and energy-related industries, continued to perform strongly.」
The variation across sectors, with the recovery in the automotive industry stagnating while other manufacturing industries, including construction equipment and energy-related industries, performed strongly, is being reconfirmed. - FY2021RestatedAnnual report
「Meanwhile, industries such as semiconductors and energy performed strongly, with demand varying across industries and sectors.」
The variation across sectors, with the automotive and aerospace-related industries stagnating while the semiconductor and energy-related industries performed strongly, is being reconfirmed for the full fiscal year. - FY2021-Q3First statedAnnual report
「Meanwhile, industries such as semiconductors and energy performed strongly, with demand varying across industries and sectors.」
While the recovery in the automotive and aerospace-related industries was constrained, some industries, including semiconductors and energy, performed strongly, resulting in varying demand conditions across sectors.