Supply Constraints Resulting from a Sharp Increase in Semiconductor Memory Demand and Their Impact on New Investment Decisions
First written in FY2017-Q2. 4 of 10 entries say "Restated". Latest entry: FY2020.
The whole theme swung hardest in 2022: 3 of 6 companies on the "Worse" side.
1 other company's latest entry also says "Dropped".
- FY2020DroppedAnnual report
「Meanwhile, in the market for manufacturing equipment for compound semiconductors and electronic components, the company's principal business areas, an era of technological innovation involving the Internet of Things (IoT), autonomous driving, robotics, artificial intelligence (AI) and 5G (fifth-generation mobile communications) is approaching its full-scale beginning, and related companies are showing a positive stance toward capital investment.」
The specific theme cited through the previous fiscal year, namely surging semiconductor memory demand, tight supply and the impact on investment decisions, is not evident in the description of the market environment for the current fiscal year. - 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 company continued to describe the end of aggressive investment in semiconductor memory and the industry trend toward research and development investment and the transition to full-scale production in advanced fields. - FY2019-Q1WorsenedAnnual 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 company stated that the aggressive capital investment related to semiconductor memory had temporarily come to an end, indicating a change in the investment environment. Meanwhile, research and development investment and the transition to full-scale production continue in the compound semiconductor and electronic component fields. - FY2018RestatedAnnual report
「In the semiconductor and other electronic component industries surrounding the company, demand for semiconductor memory, mainly made from silicon, surged with the advancement of the Internet of Things (IoT), in which various objects in the world are connected to networks, and artificial intelligence (AI), and related capital investment was undertaken actively.」
The company continued to describe surging semiconductor memory demand and more active related capital investment as industry trends driven by advances in IoT and AI. - FY2018-Q3RestatedAnnual report
「In the semiconductor and other electronic component industries surrounding the company, demand for semiconductor memory, mainly made from silicon, surged with the advancement of the Internet of Things (IoT), in which various objects in the world are connected to networks, and artificial intelligence (AI), and related capital investment was undertaken actively.」
The company continued to describe surging semiconductor memory demand and more active related capital investment as industry trends driven by advances in IoT and AI. - FY2018-Q2RestatedAnnual report
「Demand for semiconductor memory, mainly made from silicon, surged with the advancement of the Internet of Things (IoT), in which various objects in the world are connected to networks, and artificial intelligence (AI), and related capital investment was undertaken actively.」
The company continued to describe surging semiconductor memory demand and more active related capital investment against the backdrop of advances in IoT and AI. - FY2018-Q1ReframedAnnual report
「In the semiconductor and other electronic component industries surrounding the company, demand for semiconductor memory, mainly made from silicon, has surged with the advancement of the Internet of Things (IoT), in which various objects in the world are connected to networks, and artificial intelligence (AI), and related capital investment is being undertaken actively.」
The description of the drivers of semiconductor memory demand and related capital investment has changed from focusing primarily on data center expansion to citing the advancement of AI in addition to IoT. - FY2017ReframedAnnual report
「In the semiconductor and other electronic component industries surrounding the company, demand for semiconductor memory, mainly made from silicon, has surged as data centers expand with the advancement of the Internet of Things (IoT), in which various objects in the world are connected to networks, and related capital investment is being undertaken actively.」
Regarding semiconductor memory, the focus has shifted from the risks of tight supply and its impact on new investment decisions to the industry opportunity presented by surging demand and more active related capital investment driven by data center expansion. - FY2017-Q3ReframedAnnual report
「As data centers expand with the advancement of the Internet of Things (IoT), in which various objects in the world are connected to networks, demand for semiconductor memory, mainly made from silicon, has surged, and related capital investment is being undertaken actively.」
Regarding semiconductor memory, the focus of the description has shifted from the previously cited risks of tight supply and its impact on new investment decisions to industry trends involving increased demand and more active related capital investment driven by data center expansion. - FY2017-Q2First statedAnnual report
「Meanwhile, the sharp increase in demand for semiconductor memory required for all of these devices has resulted in tight supply, which has also begun to affect decisions on new investment.」
The company identified tight supply caused by surging semiconductor memory demand and its impact on new investment decisions as new risk and business-environment factors.