Delays in the Ramp-Up of Equipment for Korean Memory Manufacturers
First written in FY2023-Q3. 5 of 11 entries say "Mitigated", first in FY2025-H1. Latest entry: 2026-08-14.
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- FY2026-H1MitigatedAnnual report
「Start-up of cleaning equipment for Chinese semiconductor manufacturers and Korean memory manufacturers was completed and revenue was recognized. However, equipment for a Korean foundry being started up in the United States was scheduled to generate sales in the second half, resulting in lower sales than in the previous year.」
States that ramp-up and revenue recognition were completed for China and Korean memory manufacturers, while equipment for a Korean foundry being ramped up in the United States is scheduled to generate revenue in the second half. - 2026-05-29WorsenedRevision of earnings forecasts
「The start-up of equipment for Korean memory manufacturers and Chinese foundries was pushed back to the following fiscal year.」
The start-up of equipment for Korean memory manufacturers and Chinese foundries was delayed until the following fiscal year, clarifying the start-up delays affecting individual results for the fiscal year ended December 2025. - FY2025MitigatedAnnual report
「Ramp-up of cleaning equipment for Japan was postponed to the following period due to customer circumstances. However, ramp-up of some equipment for Korean memory manufacturers was completed ahead of schedule, and ramp-up of cleaning equipment for China was completed as planned.」
States that ramp-up was completed ahead of schedule for some equipment for Korean memory manufacturers and as planned for China, while Japan was postponed to the following period. - FY2025-H1MitigatedAnnual report
「Although cleaning equipment for Korean memory manufacturers and for the new US market proceeded as planned, revenue declined due to delays in sales of cleaning equipment for Chinese foundries and the new Japanese market, among other factors.」
States that cleaning equipment for Korean memory manufacturers proceeded as planned, improving the previously reported delays, while sales to Chinese foundries and Japan were delayed. - FY2024MaterialisedAnnual report
「There were few ramp-up projects for cleaning equipment for Korean memory manufacturers and Chinese foundries in the first quarter. Although they recovered in the second quarter, Chinese foundry projects proceeded smoothly in the third quarter while investment by Korean memory manufacturers paused temporarily. In the fourth quarter, scheduled ramp-up of cleaning equipment for Korean memory manufacturers and Chinese foundries was postponed to the next fiscal year, resulting in challenging full-year results.」
Describes fewer ramp-up projects in the first quarter, recovery in the second quarter, a temporary pause in Korean investment in the third quarter, and postponements in the fourth quarter that weighed on full-year results. - FY2024-H1MaterialisedAnnual report
「There were few ramp-up projects for cleaning equipment for Korean memory manufacturers and Chinese foundries in the first quarter. Although they recovered in the second quarter, results for the interim consolidated accounting period as a whole were challenging.」
States that ramp-up projects were limited in the first quarter and recovered in the second quarter, but results for the first half remained challenging. - FY2024-Q1Concentration of ramp-up activity from the second quarter onwardAnnual report
「For our group, ramp-up projects for cleaning equipment for Korean memory manufacturers and Chinese foundries were concentrated from the second quarter onward. We used the first-quarter consolidated cumulative period to focus on developing and producing equipment that meets customer needs to support medium- to long-term growth.」
States that ramp-up timing for cleaning equipment for Korean memory manufacturers and Chinese foundries was concentrated from the second quarter onward, while development and production activities were prioritized in the first quarter. - FY2023RestatedAnnual report
「There was some impact from delays in ramping cleaning equipment for Korean memory manufacturers.」
Again describes the limited impact of delays in ramping cleaning equipment for Korean memory manufacturers on full-year results. - FY2023-Q3First statedAnnual report
「There was some impact from delays in ramping equipment for Korean memory manufacturers.」
States that delays in ramping equipment for Korean memory manufacturers affected results for the cumulative period.