Demand opportunities in advanced fields such as compound semiconductors, electronic components and MEMS
First written in FY2016-Q3. 17 of 38 entries say "Restated". Latest entry: FY2026.
The whole theme swung hardest in 2018: 8 of 19 companies on the "Worse" side.
4 other companies' latest entry also says "Other".
- FY2026Added interest in optoelectronic integration technologyAnnual report
「At AI data centers, data traffic and power consumption are increasing rapidly as processing capacity improves. Interest is growing in optoelectronic integration technology as a means of achieving faster communications and lower power consumption.」
The Company added the market view that interest in optoelectronic integration technology is increasing against the backdrop of rising data traffic and power consumption at AI data centers. - 2026-09-25AdvancedGeneral Meetings of Shareholders
「In the semiconductor market in which the Company operates, investment related to data centers remained active against the backdrop of the broader adoption of generative AI, and demand expanded mainly for advanced logic semiconductors, such as GPUs for AI, and high-speed, high-capacity memory used together with GPUs.」
AIデータセンター、先端ロジック半導体、高速・大容量メモリーの需要拡大を記載し、先端分野の需要機会に関する認識を具体化している。 - 2026-09-16Advancedfinance.yahoo.co.jp
「For SAMCO INC.'s cumulative third-quarter period, expanding data center-related demand drove a significant increase in revenue and operating profit, with revenue rising 18.8% year on year to ¥7.414 billion and operating profit rising 33.7% to ¥1.863 billion.」
It was reported that cumulative third-quarter revenue and operating profit exceeded the year-earlier period, driven by data center-related demand. - FY2026-H1AdvancedAnnual report
「In the semiconductor and electronic components industry, demand related to AI continued to expand, while demand for smartphones and other products also began to recover gradually. In the compound semiconductor market in which the Company is involved, AI-related investment progressed, particularly with expanding demand from data centres. The Company's manufacturing equipment is used in the production processes for optical devices that contribute to higher communications speeds and lower power consumption in data centres. Amid strong demand, orders surged and sales also increased.」
It links the expansion of AI-related investment and data centre demand to applications for optical devices that contribute to higher communications speeds and lower power consumption, and describes a sharp increase in orders and growth in sales. - FY2025Coexistence of weak EV demand and AI and data centre demandAnnual report
「In the semiconductor and electronic components industry, the automotive market saw sluggish demand as growth in electric vehicles (EVs) slowed, but AI-related investment became active and overall growth, including demand for semiconductors for data centres, continued.」
It states that, while the EV market saw sluggish demand due to slower growth, overall growth continued, driven mainly by AI-related investment and demand for semiconductors for data centres. - FY2025-H1Coexistence of weak demand and demand for generative AI and 6GAnnual report
「In the semiconductor and electronic components industry, demand for smartphones and personal computers remained weak, and recovery in demand for industrial equipment and automobiles was also delayed, but demand for high-performance computing semiconductors and memory related to generative AI (artificial intelligence) continued to expand. On the supply side, countries have rapidly increased their domestic semiconductor production capacity in recent years, and the market continued to expand.」
While describing weak demand for smartphones and personal computers and the delayed recovery in demand for industrial equipment and automobiles, it describes demand for high-performance computing semiconductors and memory related to generative AI and market expansion resulting from increased production capacity in individual countries. - FY2024Added generative AI, 6G and expanded semiconductor production capacity by individual countries as demand driversAnnual report
「In the semiconductor and electronic components industry, demand recovered in the logic semiconductor and memory markets against the backdrop of the rapid expansion of applications for generative AI (artificial intelligence), represented by ChatGPT. On the supply side, countries have also rapidly increased their domestic semiconductor production capacity in recent years, and the market continued to expand. In this environment, in the market for compound semiconductors and electronic component manufacturing equipment in which the Company is involved, development investment is progressing in new business fields that leverage the characteristics of 5G, namely high speed and large capacity, low latency and massive connectivity, as 5G becomes more widely adopted, and the transition to full-scale production is steadily progressing. In addition, efforts are underway to establish a world-class research and development environment for the realisation of information network infrastructure centred on 6G (the next-generation mobile communications system that further advances the capabilities of 5G, which is becoming more widely adopted), and demand for semiconductor and electronic component manufacturing equipment for research and development is expanding.」
In addition to the previous market outlook for 5G, sensors and MEMS, it describes the recovery in logic and memory demand driven by generative AI, increased semiconductor production capacity in individual countries, and growth in demand for research and development equipment for 6G. - FY2024-Q3RestatedAnnual report
「In the semiconductor and electronic components industry, utilisation rates at component manufacturers declined as demand for smartphones and personal computers, which had expanded during the COVID-19 pandemic, slowed, and capital investment recently decelerated. Meanwhile, in the market for compound semiconductors and electronic component manufacturing equipment in which the Company is involved, development investment is progressing across a wide range of companies in new business fields that leverage the characteristics of 5G, namely high speed and large capacity, low latency and massive connectivity, as 5G becomes more widely adopted, and the transition to full-scale production is steadily progressing. In addition, against the backdrop of increasingly uncertain international conditions, countries are strengthening efforts to develop domestic semiconductor industries, and demand for semiconductor and electronic component manufacturing equipment is expanding.」
While describing the slowdown in demand for smartphones and personal computers and the deceleration of capital investment, it continues to describe the transition from 5G-related development investment to full-scale production and the expansion of equipment demand resulting from semiconductor industry development by individual countries. - FY2024-Q2RestatedAnnual report
「In the semiconductor and electronic components industry, utilisation rates at component manufacturers declined as demand for smartphones and personal computers, which had expanded during the COVID-19 pandemic, slowed, and capital investment recently decelerated. Meanwhile, in the market for compound semiconductors and electronic component manufacturing equipment in which the Company is involved, development investment is progressing across a wide range of companies in new business fields that leverage the characteristics of 5G, namely high speed and large capacity, low latency and massive connectivity, as 5G becomes more widely adopted, and the transition to full-scale production is steadily progressing. In addition, against the backdrop of increasingly uncertain international conditions, countries are strengthening efforts to develop domestic semiconductor industries, and demand for semiconductor and electronic component manufacturing equipment is expanding.」
While describing the slowdown in demand for smartphones and personal computers and the deceleration of capital investment, the recognition that development investment and the transition to full-scale production are progressing in new 5G-related business fields, and that equipment demand is expanding as countries develop their semiconductor industries, is maintained. - FY2024-Q1Added demand drivers from semiconductor industry development by individual countriesAnnual report
「In addition, against the backdrop of increasingly uncertain international conditions, countries are strengthening efforts to develop domestic semiconductor industries, and demand for semiconductor and electronic component manufacturing equipment is expanding.」
While describing the slowdown in demand for smartphones and personal computers and the deceleration of capital investment, it added the development of domestic semiconductor industries by individual countries as a driver of equipment demand growth. - FY2023Added electric vehicles, quantum computing and semiconductor industry development by individual countries as demand driversAnnual report
「Meanwhile, in the market for compound semiconductors and electronic component manufacturing equipment, the Company's main business area, related companies are taking an active approach to capital investment as technological innovation progresses in areas including DX (digital transformation), autonomous driving, electric vehicles, AI (artificial intelligence), robotics and quantum computing.」
In addition to the previous references to 5G, sensors and MEMS, technological innovation including electric vehicles and quantum computing is explicitly identified as a demand driver. - FY2023-Q3RestatedAnnual report
「Meanwhile, in the semiconductor and electronic components industry, within the market for compound semiconductors and electronic component manufacturing equipment in which the Company is involved, investment is progressing across a wide range of companies in advanced fields, including electronic components for 5G smartphones and automotive sensors, as well as MEMS (Micro Electro Mechanical Systems), and demand for semiconductor and electronic component manufacturing equipment is expanding.」
The recognition that investment is progressing in advanced fields such as 5G smartphones, automotive sensors and MEMS, and that demand for manufacturing equipment is expanding, continues to be maintained. - FY2023-Q2RestatedAnnual report
「Meanwhile, in the semiconductor and electronic components industry, within the market for compound semiconductors and electronic component manufacturing equipment in which the Company is involved, investment is progressing across a wide range of companies in advanced fields, including electronic components for 5G smartphones and automotive sensors, as well as MEMS (Micro Electro Mechanical Systems), and demand for semiconductor and electronic component manufacturing equipment is expanding.」
The recognition that investment is progressing in advanced fields such as 5G smartphones, automotive sensors and MEMS, and that demand for manufacturing equipment is expanding, is maintained. - FY2023-Q1AdvancedAnnual report
「Meanwhile, in the semiconductor and electronic components industry, within the market for compound semiconductors and electronic component manufacturing equipment in which the Company is involved, investment is progressing across a wide range of companies in advanced fields, including electronic components for 5G smartphones and automotive sensors, as well as MEMS (Micro Electro Mechanical Systems), and demand for semiconductor and electronic component manufacturing equipment is expanding.」
It states that investment is progressing in advanced fields such as 5G smartphones, automotive sensors and MEMS, and that demand for semiconductor and electronic component manufacturing equipment is expanding. - FY2022Added technological innovation factors including DX and quantum computingAnnual report
「Meanwhile, in the market for compound semiconductors and electronic component manufacturing equipment, the Company's main business area, related companies are taking an active approach to capital investment as technological innovation progresses in areas including DX (digital transformation), autonomous driving, AI (artificial intelligence), robotics and quantum computing.」
In addition to the previous references to 5G, IoT, sensors and MEMS, technological innovation including DX and quantum computing is described as a backdrop to market expansion. - FY2022-Q3RestatedAnnual report
「In the semiconductor and electronic components industry, within the market for compound semiconductors and electronic component manufacturing equipment in which the Company is involved, a wide range of companies are investing in research and development in advanced fields, including electronic components for smartphones and sensors for automobiles, against the backdrop of the rollout of 5G, as well as MEMS (Micro Electro Mechanical Systems), and the transition to full-scale production is steadily progressing. In addition, demand for semiconductor and electronic component manufacturing equipment is expanding as the shift online accelerates with the adoption of new lifestyles.」
The recognition that the transition from research and development investment to full-scale production is progressing in advanced fields such as 5G, smartphones, automotive sensors and MEMS, and that equipment demand continues to expand with the shift online, is reiterated. - FY2022-Q2RestatedAnnual report
「In the semiconductor and electronic components industry, within the market for compound semiconductors and electronic component manufacturing equipment in which the Company is involved, a wide range of companies are investing in research and development in advanced fields, including electronic components for smartphones and sensors for automobiles, against the backdrop of the rollout of 5G, as well as MEMS (Micro Electro Mechanical Systems), and the transition to full-scale production is steadily progressing. In addition, demand for semiconductor and electronic component manufacturing equipment is expanding as the shift online accelerates with the adoption of new lifestyles.」
The transition from research and development investment to full-scale production in advanced fields such as 5G, smartphones, automotive sensors and MEMS, and the expansion of equipment demand from the shift online continue to be described. - FY2022-Q1Added demand growth from the shift online and supply constraintsAnnual report
「In the semiconductor and electronic components industry, within the market for compound semiconductors and electronic component manufacturing equipment in which the Company is involved, a wide range of companies are investing in research and development in advanced fields, including electronic components for smartphones and sensors for automobiles, against the backdrop of the rollout of 5G, as well as MEMS (Micro Electro Mechanical Systems), and the transition to full-scale production is steadily progressing. In addition, demand for semiconductor and electronic component manufacturing equipment is expanding as the shift online accelerates with the adoption of new lifestyles.」
It states that, in addition to the transition from research and development investment in advanced fields against the backdrop of 5G to full-scale production, the shift online associated with new lifestyles is expanding equipment demand. - FY2021-Q3Added demand growth from digitalisationAnnual report
「In addition, demand for electronic components for smartphones, which had temporarily declined due to the impact of the infectious disease, has recovered, and demand for semiconductor and electronic component manufacturing equipment is expanding as digitalisation progresses rapidly amid the infectious disease crisis.」
In addition to research and development investment in advanced fields against the backdrop of 5G and the transition to full-scale production, the expansion of equipment demand resulting from the rapid progress of digitalisation has been added. - FY2021-Q2RestatedAnnual report
「In addition, demand for semiconductor electronic components for smartphones and automobiles, which had temporarily declined due to the impact of the novel coronavirus disease, has recovered, and demand for semiconductor and electronic component manufacturing equipment is expanding as applications broaden ahead of the full-scale introduction of 5G (fifth-generation mobile communications systems).」
The recovery of demand for smartphones and automobiles and the expansion of equipment demand resulting from the broader applications of 5G are described again, following the previous quarter. - FY2021-Q1AdvancedAnnual report
「In addition to the recovery of demand for smartphones and automobiles, which had temporarily declined due to the impact of the novel coronavirus disease, equipment demand is expanding as applications broaden ahead of the full-scale introduction of 5G (fifth-generation mobile communications systems).」
In addition to the transition from research and development investment in advanced fields to full-scale production, it explicitly identified the recovery of demand for smartphones and automobiles and the expansion of equipment demand driven by 5G. - FY2020Added microLED applicationsAnnual report
「In the semiconductor and electronic components industry, within the market for compound semiconductors and electronic component manufacturing equipment in which the Company is involved, a wide range of companies are investing in research and development in advanced fields, including electronic components for smartphones and automotive applications, as well as MEMS (Micro Electro Mechanical Systems), and the transition from this investment to full-scale production is steadily progressing. Although smartphone and automobile unit sales have declined due to the impact of the novel coronavirus disease, equipment demand is expected to expand as applications broaden ahead of the full-scale introduction of 5G (fifth-generation mobile communications systems).」
While maintaining the outlook for the transition from research and development investment in advanced fields to full-scale production and growth in equipment demand driven by 5G, the annual disclosure specifically identified microLED and automotive applications. It also noted the decline in smartphone and automobile sales and the need to monitor customer capital investment. - FY2020-Q3WorsenedAnnual report
「In the semiconductor and electronic components industry, within the market for compound semiconductors and electronic component manufacturing equipment in which the Company is involved, a wide range of companies are investing in research and development in advanced fields, including electronic components such as smartphones and automotive sensors, as well as MEMS (Micro Electro Mechanical Systems), and the transition from this investment to full-scale production is steadily progressing. Although smartphone and automobile unit sales have declined due to the impact of the novel coronavirus disease, requiring close monitoring of future market trends and customer capital investment, equipment demand is expected to continue expanding as applications broaden ahead of the full-scale introduction of 5G (fifth-generation mobile communications systems).」
While maintaining the outlook for research and development investment in advanced fields, the transition to full-scale production and growth in equipment demand driven by 5G, it became necessary to monitor the market and customer capital investment as smartphone and automobile sales declined due to the novel coronavirus disease. - FY2020-Q2RestatedAnnual report
「In the semiconductor and electronic components industry, within the market for compound semiconductors and electronic component manufacturing equipment in which the Company is involved, a wide range of companies are investing in research and development in advanced fields, including electronic components such as smartphones and automotive sensors, as well as MEMS (Micro Electro Mechanical Systems), and the transition from this investment to full-scale production is also progressing. In addition, the range of applications and demand for equipment are expected to expand ahead of the full-scale introduction of 5G (fifth-generation mobile communications systems).」
The recognition that the transition from research and development investment to full-scale production is progressing in advanced electronic component fields, and that applications and equipment demand are expected to expand ahead of the introduction of 5G, is reiterated. - FY2020-Q1Added expectations for demand growth from the introduction of 5GAnnual report
「In the semiconductor and electronic components industry, within the market for compound semiconductors and electronic component manufacturing equipment in which the Company is involved, a wide range of companies are investing in research and development in advanced fields, including electronic components such as smartphones and automotive sensors, as well as MEMS (Micro Electro Mechanical Systems), and the transition from this investment to full-scale production is also progressing. In addition, the range of applications and demand for equipment are expected to expand ahead of the full-scale introduction of 5G (fifth-generation mobile communications systems).」
In addition to the previous recognition that the transition from research and development investment to full-scale production is progressing in advanced fields, the expansion of applications and expected growth in equipment demand ahead of the full-scale introduction of 5G have been added. - FY2019RestatedAnnual report
「In the market for compound semiconductors and electronic component manufacturing equipment in which the Company is involved, a wide range of companies are investing in research and development in advanced fields, including electronic components such as new mobile devices and automotive sensors, as well as MEMS, and the transition from this investment to full-scale production is also progressing.」
The recognition that the transition from research and development investment to full-scale production is progressing in advanced electronic component fields is maintained. - FY2019-Q2RestatedAnnual report
「Although aggressive capital investment driven by growing demand for semiconductor memory has temporarily subsided, in the market for compound semiconductors and electronic component manufacturing equipment in which the Company is involved, a wide range of companies are investing in research and development in advanced fields, including electronic components such as new mobile devices and automotive sensors, as well as MEMS (Micro Electro Mechanical Systems), and the transition from this investment to full-scale production is also progressing.」
The recognition that capital investment for semiconductor memory has subsided and that the transition from research and development investment in mobile devices, automotive sensors and MEMS to full-scale production is progressing is reiterated. - FY2019-Q1RestatedAnnual report
「Although aggressive capital investment driven by growing demand for semiconductor memory has temporarily subsided, in the market for compound semiconductors and electronic component manufacturing equipment in which the Company is involved, a wide range of companies are investing in research and development in advanced fields, including electronic components such as new mobile devices and automotive sensors, as well as MEMS (Micro Electro Mechanical Systems), and the transition from this investment to full-scale production is also progressing.」
While stating that aggressive investment in semiconductor memory has temporarily subsided, the recognition that research and development investment in compound semiconductors, automotive sensors and MEMS, as well as the transition to full-scale production, continues is reiterated. - FY2018RestatedAnnual report
「In addition, in the market for compound semiconductors and electronic component manufacturing equipment in which the Company is involved, a wide range of companies are investing in research and development in advanced fields, including electronic components such as new mobile devices and automotive sensors, as well as MEMS (Micro Electro Mechanical Systems), and the transition from this investment to full-scale production is also progressing.」
The recognition that the transition from research and development investment to full-scale production is progressing in advanced fields is maintained. - FY2018-Q3RestatedAnnual report
「In addition, in the market for compound semiconductors and electronic component manufacturing equipment in which the Company is involved, a wide range of companies are investing in research and development in advanced fields, including electronic components such as new mobile devices and automotive sensors, as well as MEMS (Micro Electro Mechanical Systems), and the transition from this investment to full-scale production is also progressing.」
The recognition that research and development investment is progressing in advanced fields such as compound semiconductors, automotive sensors and MEMS, along with the transition to full-scale production, is maintained. - FY2018-Q2RestatedAnnual report
「In the market for compound semiconductors and electronic component manufacturing equipment in which the Company is involved, a wide range of companies are investing in research and development in advanced fields, including electronic components such as new mobile devices and automotive sensors, as well as MEMS (Micro Electro Mechanical Systems), and the transition from this investment to full-scale production is also progressing.」
The recognition that the transition from research and development investment to full-scale production is progressing in compound semiconductors, electronic components, automotive sensors and MEMS is maintained. - FY2018-Q1AdvancedAnnual report
「In the market for compound semiconductors and electronic component manufacturing equipment in which the Company is involved, a wide range of companies are investing in research and development in advanced fields, including electronic components such as new mobile devices and automotive sensors, as well as MEMS (Micro Electro Mechanical Systems), and the transition from this investment to full-scale production is also progressing.」
It states that, in addition to the progress of conventional research and development investment, the transition to full-scale production is advancing in mobile devices, automotive sensors and MEMS. - FY2017RestatedAnnual report
「In the market for compound semiconductors and electronic component manufacturing equipment in which the Company is involved, a wide range of companies are increasingly investing in research and development in advanced fields, including electronic components such as new mobile devices and automotive sensors, as well as MEMS.」
The recognition that research and development investment is progressing in advanced fields such as compound semiconductors, automotive sensors and MEMS is reiterated. - FY2017-Q1RestatedAnnual report
「In the semiconductor and electronic components industry surrounding the Company, as we enter the era of IoT (Internet of Things), in which various objects in the world are connected to networks, a wide range of companies are increasingly investing in research and development in advanced fields, including electronic components using compound semiconductors, such as new mobile devices and automotive sensors, as well as MEMS (Micro Electro Mechanical Systems).」
The recognition that research and development investment is progressing in advanced fields such as IoT, compound semiconductors, automotive sensors and MEMS is reiterated. - FY2016RestatedAnnual report
「As we enter the era of IoT (Internet of Things), in which various objects in the world are connected to networks, a wide range of companies are increasingly investing in research and development in advanced fields, including electronic components using compound semiconductors, such as new mobile devices and automotive sensors, as well as MEMS.」
The recognition of the business environment, namely that research and development investment is progressing in advanced fields such as compound semiconductors, automotive sensors and MEMS, is reiterated, with reference also made to technological innovation in IoT, autonomous driving, robotics and AI. - FY2016-Q3First statedAnnual report
「In the semiconductor and electronic components industry, in addition to capital investment driven by growing global demand for smartphones and tablet devices, a wide range of companies are increasingly investing in research and development in advanced fields, including electronic components using compound semiconductors, such as new mobile devices and automotive sensors, as well as MEMS (Micro Electro Mechanical Systems).」
The business environment is described as one in which investment is progressing in advanced fields such as electronic components using compound semiconductors, automotive sensors and MEMS.