Rising demand for semiconductor equipment against a backdrop of investment in 5G, IoT and data centers
First written in FY2022-Q1. 9 of 16 entries say "Restated". Latest entry: FY2026.
The whole theme swung hardest in 2023: 7 of 15 companies on the "Worse" side.
0 other companies' latest entry also says "Reframed".
- FY2026ReframedAnnual report
「In the semiconductor field, the advanced semiconductor market for AI is considered to be entering a long-term, structural growth phase as it moves from generative AI toward full-scale implementation of AI agents and edge AI. In light of the outlook for medium- to long-term expansion in demand for these semiconductors, active capital investment is expected to continue.」
The focus shifted from the previous explanation centered on 5G and data center demand to long-term, structural growth in advanced semiconductors driven by the implementation of generative AI, AI agents and edge AI. - FY2026-H1RestatedAnnual report
「In the semiconductor sector, recovery in semiconductor investment for IT equipment, automotive and industrial equipment applications was slow, while investment in advanced semiconductors for AI remained strong.」
The market continued to show slow recovery in conventional semiconductor investment alongside strong investment in advanced AI semiconductors. - FY2025RestatedAnnual report
「In the semiconductor industry, investment demand for semiconductors for IT equipment and general-purpose servers stagnated because of weak end demand, while investment demand for advanced semiconductors for AI remained firm.」
The coexistence of stagnant investment for IT equipment and general-purpose servers and firm investment in advanced AI semiconductors continued. - FY2024RestatedAnnual report
「In the semiconductor industry, investment restraint continued mainly for memory applications in response to weak demand for IT equipment such as PCs and smartphones, while demand related to advanced semiconductors for AI expanded rapidly.」
The filing described a semiconductor market in which investment restraint caused by weak IT equipment demand coexisted with rapid growth in demand for advanced AI semiconductors. - FY2024-Q3RestatedAnnual report
「In the semiconductor industry, signs of a full-scale recovery in capacity expansion and research and development investment for both memory and logic applications were evident, supported by a bottoming-out in market conditions and government support in various countries.」
The continued recovery in capacity expansion and research and development investment for memory and logic applications was attributed to a bottoming-out in semiconductor market conditions. - FY2024-Q2RestatedAnnual report
「While investment demand for advanced semiconductors, mainly for generative AI servers, remained strong in the semiconductor industry, semiconductor market conditions appeared to be bottoming out.」
Strong investment demand for advanced semiconductors, mainly for generative AI servers, continued, and the semiconductor market showed signs of bottoming out. - FY2024-Q1ReframedAnnual report
「Although weak semiconductor market conditions continued in the semiconductor industry, investment demand for advanced semiconductors, mainly for generative AI servers, expanded.」
The focus shifted from overall 5G and data center investment to expanding investment in advanced semiconductors for generative AI servers despite weak semiconductor market conditions. - FY2023ReframedAnnual report
「Although there is a sense of a slowdown in the near term, demand for advanced semiconductors and next-generation displays, which form the foundation of the transition to a digital society, is expected to expand further over the medium to long term.」
The focus shifted from near-term strength in capital investment driven by data centers and 5G to medium- and long-term demand for advanced semiconductors and next-generation displays, while acknowledging a short-term slowdown. - FY2023-Q3WorsenedAnnual report
「As concerns about an economic downturn caused growth in data center investment to lose momentum, investment in related advanced semiconductor packages also slowed, and customers' investment plans became visibly subject to revision across industries.」
The description shifted from strong semiconductor investment driven by 5G and data centers to slower growth in data center investment and slower investment in related advanced semiconductor packages. - FY2023-Q1RestatedAnnual report
「In the semiconductor industry, firm demand for equipment continued, including equipment for advanced semiconductor packages supporting next-generation communications standards such as 5G and data centers.」
Demand for equipment for advanced semiconductor packages supporting 5G and data centers remained firm. - FY2022-Q3RestatedAnnual report
「In semiconductor-related markets, aggressive capital investment is continuing in response to strong semiconductor demand driven by 5G, base station and data center investment, and the need to address semiconductor shortages.」
The continued aggressive investment in semiconductor equipment driven by 5G, base station and data center investment, and responses to semiconductor shortages was reiterated. - FY2022-Q2AdvancedAnnual report
「5G entered a full-scale adoption phase, and semiconductor capital expenditure sentiment was extremely strong as investment in base stations and data centers became more active against the backdrop of the progress of IoT and the increase in remote work. The semiconductor manufacturing equipment sector also continued to achieve strong growth.」
The description emphasized that 5G had entered a full-scale adoption phase and that semiconductor investment sentiment was extremely strong, supported by active investment in base stations and data centers. - FY2022-Q1First statedAnnual report
「Demand continues to increase as a result of investment in 5G, base stations and data centers.」
The company stated that strong growth in semiconductor manufacturing equipment was continuing, driven by 5G, the progress of IoT, the increase in remote work, and investment in base stations and data centers.