Semiconductor demand against the backdrop of accelerating global decarbonization
First written in FY2022-Q3. 7 of 12 entries say "Restated". Latest entry: FY2026.
Disco moved to the "Worse" side of this theme in 2026, 3 years after the typical company in this theme (2023).
The whole theme swung hardest in 2023: 6 of 23 companies on the "Worse" side.
4 other companies' latest entry also says "Other".
- FY2026Changes in demand strength by applicationAnnual report
「Although a gradual recovery was seen in demand for PCs and smartphones, demand for power semiconductors remained sluggish against a backdrop of slowing EV demand, resulting in varying demand strength by application.」
The company explained that, although demand for EVs and power semiconductors, which had previously remained strong, showed weakness against a backdrop of slowing EV demand, demand for PCs and smartphones recovered gradually. - 2026-04-22WorsenedEarnings
「Although a gradual recovery was seen in demand for PCs and smartphones, demand for power semiconductors remained sluggish against a backdrop of slowing EV demand, resulting in varying demand strength by application.」
In contrast to the previous strength in power semiconductor demand driven by the shift to EVs and decarbonization, the current period saw weakness amid slowing EV demand. - FY2025RestatedAnnual report
「High levels of capital investment continued in certain applications, including power semiconductors for EVs and high-performance semiconductors related to generative AI.」
The company continues to explain that demand and capital investment in EV power semiconductors and generative AI-related products are supporting the semiconductor market. - FY2024Addition of generative AI demandAnnual report
「Continued demand for power semiconductors driven by the global shift to EVs and progress in decarbonization, together with expanding demand related to generative AI, provided support.」
In addition to the shift to EVs and decarbonization, the company explicitly identified demand related to generative AI as a factor supporting the semiconductor market. - FY2024-Q3RestatedAnnual report
「During the nine-month period of the current third quarter (the “period”), while demand for semiconductors used in smartphones and PCs remained sluggish, strong demand for power semiconductors continued against a backdrop of the global shift to EVs and progress in decarbonization.」
The company explained that, while strong demand for power semiconductors driven by the shift to EVs and progress in decarbonization continued, demand for smartphones and PCs remained sluggish. - FY2024-Q2RestatedAnnual report
「During the nine-month period of the current second quarter (the “period”), while demand for semiconductors used in smartphones and PCs remained sluggish, strong demand for power semiconductors continued against a backdrop of the global shift to EVs and progress in decarbonization.」
The company explained that, while strong demand for power semiconductors driven by the shift to EVs and progress in decarbonization continued, demand for smartphones and PCs remained sluggish. - FY2024-Q1RestatedAnnual report
「During the nine-month period of the current first quarter (the “period”), while demand for semiconductors used in smartphones and PCs remained sluggish, strong demand for power semiconductors continued against a backdrop of the global shift to EVs and progress in decarbonization.」
The company explained that, while strong demand for power semiconductors driven by the shift to EVs and progress in decarbonization continued, demand for smartphones and PCs remained sluggish. - FY2023RestatedAnnual report
「Strong demand for power semiconductors driven by the global shift to EVs and progress in decarbonization continued.」
Strong demand for power semiconductors driven by the shift to EVs and progress in decarbonization continued throughout the fiscal year. - FY2023-Q3RestatedAnnual report
「Strong demand for power semiconductors continued, driven by the global shift to EVs and progress in decarbonization.」
Strong demand for power semiconductors driven by the shift to EVs and progress in decarbonization continues to be observed. - FY2023-Q2Continued demand for power semiconductors driven by the shift to EVsAnnual report
「On the other hand, strong demand for power semiconductors continued, driven by the accelerating shift to EVs, while the investment appetite of semiconductor manufacturers, the company’s customers, varied by application.」
In connection with the previous explanation of semiconductor demand driven by decarbonization, the company explained that strong demand for power semiconductors continued against a backdrop of the accelerating shift to EVs. - FY2022RestatedAnnual report
「During the fiscal year (the “period”), the market environment saw semiconductor demand expand across a broad range of applications, including logic ICs, memory and power semiconductors, driven by factors including 5G-related products, automotive applications and accelerating global decarbonization.」
The company explained that semiconductor demand expanded across a broad range of applications against a backdrop of multiple factors, including accelerating global decarbonization. - FY2022-Q3First statedAnnual report
「Although the market environment during the nine-month period of the current third quarter (the “period”) was affected by supply chain disruptions and supply constraints caused by COVID-19, strong semiconductor demand continued across a broad range of applications, including 5G-related products and automotive applications, against a backdrop of accelerating global decarbonization.」
The company explicitly identified accelerating global decarbonization for the first time as a driver of broad-based semiconductor demand, alongside 5G-related and automotive applications.