Inventory adjustment in the semiconductor industry
First written in FY2016-Q3. 8 of 14 entries say "Mitigated", first in FY2016. Latest entry: 2026-10-13.
0 other companies' latest entry also says "Mitigated".
- 2026-10-13Mitigatedwww.data-max.co.jp
「半導体装置部材では、エッチング装置用真空チャンバーの在庫調整が26年2月に進展し、その後は顧客から増産要請を受けている。」
エッチング装置用真空チャンバーの在庫調整が進展し、在庫調整リスクの緩和と需要回復が具体的な出来事として報じられた。 - 2026-07-03MitigatedEarnings presentation materials
「A sharp shift from clearing vacuum chamber inventory to significantly increasing production」
For KMAC’s semiconductor equipment components, the disclosure described a shift from inventory clearance to a major production increase, indicating that inventory adjustment risk had eased. - FY2026-H1MitigatedAnnual report
「In the semiconductor equipment-components field, customer inventories were adjusted rapidly as the market recovered, and we established a production system capable of responding to a sharp increase in orders.」
The disclosure describes rapid adjustment of customer inventories, easing inventory-adjustment risk, and preparations to respond to recovering orders. - 2026-04-03MitigatedEarnings presentation materials
「Customer inventory of vacuum chambers has been cleared.」
The clearance of customer inventory for KMAC’s semiconductor equipment components was disclosed. - FY2025-H1MitigatedAnnual report
「Customers' excess inventories, which had been the cause of stagnation in our semiconductor business, began to show signs of being cleared.」
Customers' excess inventories began to show signs of being cleared, indicating that the inventory-adjustment risk was easing. - FY2024MitigatedAnnual report
「As the semiconductor manufacturing equipment market began to improve, there were also pronounced signs of improvement in component inventories.」
The disclosure states that, following prolonged component inventory adjustment, the semiconductor manufacturing equipment market began to improve and inventory conditions improved markedly. - FY2024-Q3MitigatedAnnual report
「The recovery trend became pronounced as inventory liquidation progressed, leading to an upward trend in orders from existing customers and steady orders from new customers.」
The prolonged inventory adjustment progressed into inventory liquidation, and order recovery among existing and new customers was disclosed. - FY2024-Q2WorsenedAnnual report
「Our existing customers continued to experience stagnation, including prolonged inventory adjustment.」
Inventory adjustment among existing customers was prolonged, and stagnation in the semiconductor field continued. - FY2023WorsenedAnnual report
「Against this market backdrop, the semiconductor field performed well through the middle of the second quarter while working through a substantial order backlog. From the third quarter onward, however, customers adjusted their accumulated component inventories, resulting in a sharp decline in orders and sales.」
The disclosure states that customers began adjusting accumulated component inventories from the third quarter onward, leading to a sharp decline in orders and sales. - FY2023-Q3WorsenedAnnual report
「Against this economic backdrop, the semiconductor field remained sluggish because inventory adjustment was greater than anticipated.」
The disclosure states that inventory adjustment in semiconductor manufacturing-equipment components continued and was greater than anticipated, causing the semiconductor field to remain sluggish. - FY2023-Q2MaterialisedAnnual report
「Against this economic backdrop, orders in the semiconductor field declined due to inventory adjustment and the unwinding of last year's orders placed in anticipation of long lead times, although orders for some consumables continued.」
Inventory adjustment in the semiconductor industry, which had not been directly mentioned since FY2017, was again cited as a cause of lower orders, together with the unwinding of orders placed in anticipation of long lead times. - FY2017DroppedAnnual reportNo direct reference to inventory adjustment in the semiconductor industry was identified in the filing's discussion of business performance or market conditions.
- FY2016MitigatedAnnual report
「Although some inventory adjustment was initially observed, demand for semiconductor manufacturing equipment for 3D NAND, driven by logic-device miniaturization and the conversion of data servers to SSDs, began to expand rapidly.」
Inventory adjustment was observed at the beginning of the period, but demand for 3D NAND subsequently began to expand rapidly, relatively easing concerns about further adjustment. - FY2016-Q3MaterialisedAnnual report
「In the semiconductor industry, some inventory adjustment was observed, although」
The disclosure states that inventory adjustment was actually observed in parts of the semiconductor industry.