Disco (6146) · FactRestated
Generative AI-related demand underpinning semiconductor demand
First written in FY2024. 8 of 10 entries say "Restated". Latest entry: 2026-10-22.
10entries
3years
6from disclosures
How it moved
Same theme, other companies
Expansion of demand related to EVs, HEVs, OLEDs and AI semiconductorsA theme 26 companies write about · 0 as a headwind · 29 as a tailwind
The whole theme swung hardest in 2023: 6 of 22 companies on the "Worse" side.
5 other companies' latest entry also says "Restated".
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.
Showing 14 of the 26 companies compared. The sentences above are computed from all 26.Full recordFilings, disclosures and news, newest first
- FY2026-H1RestatedAnnual report
「During the current interim consolidated accounting period (the “current period”), demand for semiconductors used in smartphones and PCs had not recovered fully, while high demand continued, led by generative AI applications.」
The expansion of generative AI-related demand continues to be identified as a factor supporting high demand in the semiconductor market. - FY2025RestatedAnnual report
「High levels of capital investment continued in certain applications, including high-performance semiconductors related to generative AI.」
The expansion of generative AI-related demand continues to be identified as a factor supporting active capital investment by semiconductor manufacturers. - FY2025-H1RestatedAnnual report
「Active capital investment was seen in specific applications, including those related to generative AI.」
The expansion of generative AI-related demand continues to be identified as a factor supporting active capital investment by semiconductor manufacturers. - FY2024First statedAnnual report
「The expansion of demand related to generative AI provided support.」
For the first time, the expansion of demand related to generative AI was identified separately as a factor supporting the semiconductor market, alongside demand for power semiconductors and decarbonization.