Medium- to Long-Term Demand and Strong Customer Inquiries for Power Semiconductor Equipment
First written in FY2023-Q3. 3 of 7 entries say "Restated". Latest entry: FY2025-H1.
The whole theme swung hardest in 2023: 6 of 15 companies on the "Worse" side.
1 other company's latest entry also says "Dropped".
- FY2025-H1DroppedAnnual report
「While demand for solder ball mounters had yet to fully recover, wafer-handling systems for advanced AI semiconductor packages drove steady progress in both shipments and orders.」
Unlike previous filings, which referred to medium- to long-term demand for UV/plasma equipment for power semiconductors and the strength of orders and shipments, this filing made no explicit mention of them and shifted its focus to wafer-handling systems for advanced AI semiconductors. - FY2024AdvancedAnnual report
「Revenue and profit increased year on year, driven by wafer-handling systems for advanced semiconductor packages, including AI servers, and UV/plasma equipment for power semiconductors.」
The track record showed that UV/plasma equipment for power semiconductors, together with wafer-handling systems for advanced semiconductors, had progressed from stable orders and shipments to driving revenue and profit growth in the semiconductor-related business. - FY2024-Q3RestatedAnnual report
「Meanwhile, orders and shipments of wafer handling systems for advanced semiconductor packages used in AI servers and other applications, and UV/plasma equipment for power semiconductors, remained firm.」
The Company indicated that orders and shipments of UV and plasma equipment for power semiconductors remained firm. - FY2024-Q2RestatedAnnual report
「Going forward, we will work to expand orders and sales by capturing demand for UV and plasma equipment for power semiconductors and demand for new solder ball mounter models jointly developed with JUKI CORPORATION and launched in the first quarter.」
The policy of capturing demand for equipment for power semiconductors and expanding orders and sales has continued. This time, UV and plasma equipment were identified as targets. - FY2024-Q1RestatedAnnual report
「Going forward, in addition to wafer handling systems, we will work to further build orders and expand sales by capturing demand for plasma equipment for power semiconductors and launching new solder ball mounter models jointly developed with JUKI CORPORATION.」
The policy of expanding orders and sales by capturing demand for equipment for power semiconductors has continued. This time, plasma equipment was identified as a specific target. - FY2023AdvancedAnnual report
「Sales of equipment for power semiconductors remained firm in addition to the Company's core equipment for advanced semiconductor packages, including solder ball mounters and wafer handling systems for three-dimensional packaging, resulting in higher sales and income year on year.」
For equipment for power semiconductors, the discussion progressed from strong inquiries to firm sales and higher sales and income in the semiconductor-related business. - FY2023-Q3First statedAnnual report
「Inquiries for equipment for power semiconductors and other applications, for which medium- to long-term demand growth is expected, are currently active, and we will continue to focus on converting these inquiries into orders.」
For equipment for power semiconductors and other products, expected medium- to long-term demand growth and strong current inquiries were identified separately for the first time.