Semiconductor Industry Investment Cutbacks
First written in FY2019-Q3. 13 of 26 entries say "Mitigated", first in FY2021-Q1. Latest entry: 2026-08-06.
The whole theme swung hardest in 2019: 13 of 26 companies on the "Worse" side.
13 other companies' latest entry also says "Mitigated".
- 2026-08-06MitigatedRevision of earnings forecasts
「Sales of our products increased against a backdrop of expanding demand for high-value-added memory for AI data centers and other applications, resulting in segment net sales of ¥5.869 billion, up 58.7% year on year, and operating income of ¥448 million, compared with an operating loss of ¥316 million in the same period of the previous fiscal year.」
Expanding demand for high-value-added memory for AI data centers and other applications led to substantial revenue growth and a shift from an operating loss to operating profit. - FY2026MitigatedAnnual report
「This business maintained strong performance, particularly in semiconductors for generative AI-related applications. Against a backdrop of expanding demand for high-value-added memory for AI data centers and other applications, demand for our products also began to recover. Segment net sales rose 31.0% year on year to ¥16.488 billion, while the operating loss narrowed to ¥1.169 billion from ¥3.766 billion in the previous fiscal year.」
The recovery in the semiconductor industry also put demand for the Company's products on a recovery trajectory, resulting in a 31.0% increase in revenue and a narrower operating loss, weakening the impact of investment restraint and weak demand. However, the operating loss continues. - 2026-05-13MitigatedRevision of earnings forecasts
「This business maintained strong performance, particularly in semiconductors for generative AI-related applications. Against a backdrop of expanding demand for high-value-added memory for AI data centers and other applications, demand for our products also began to recover. Segment net sales rose 31.0% year on year to ¥16.488 billion, while the operating loss narrowed to ¥1.169 billion from ¥3.766 billion in the previous fiscal year.」
Semiconductor demand and demand for the Company's products recovered, particularly in generative AI-related fields, increasing sales and narrowing the operating loss. The impact of restrained investment in the semiconductor industry therefore weakened, although the operating loss continued. - FY2026-H1MitigatedAnnual report
「As the semiconductor industry recovered, particularly in fields related to generative AI, demand for the Company's products also began to recover. Segment revenue was ¥7,362 million, up 25.2% year on year, and the operating loss was ¥979 million, compared with an operating loss of ¥2,115 million in the same period of the previous year.」
The semiconductor industry, particularly fields related to generative AI, and demand for the Company's products began to recover. Revenue increased 25.2%, and the operating loss narrowed from ¥2,115 million in the same period of the previous year to ¥979 million, reducing the impact of investment restraint risk. However, the operating loss continues. - FY2025MaterialisedAnnual report
「Although the semiconductor industry recovered, particularly in fields related to generative AI, segment revenue was ¥12,584 million, down 16.6% from the previous fiscal year, due to delays in inventory adjustments for the Company's products in the market. In addition to lower sales, higher fixed costs resulting from upfront investment to prepare for future demand growth led to an operating loss of ¥3,766 million, compared with an operating loss of ¥753 million in the previous fiscal year.」
Even as the semiconductor industry as a whole recovered, delays in inventory adjustments for the Company's products materialized as lower sales and a wider operating loss. - FY2025-H1WorsenedAnnual report
「This business continued to be affected by postponed investments and other factors resulting from the delayed recovery in the semiconductor industry, particularly in memory. Segment revenue was ¥5,881 million, down 30.9% year on year, and the business posted an operating loss of ¥2,115 million, compared with operating profit of ¥461 million in the same period of the previous year.」
The delayed recovery in the semiconductor industry, particularly in memory, and postponed investments continued, resulting in a 30.9% decline in first-half revenue and a shift from operating profit to an operating loss of ¥2,115 million. - FY2024WorsenedAnnual report
「This business was affected by postponed investments and other factors resulting from the prolonged downturn in the semiconductor industry. Segment revenue was ¥15,080 million, down 9.7% from the previous fiscal year. In addition to lower revenue, higher fixed costs resulted in an operating loss of ¥753 million, compared with operating profit of ¥1,587 million in the previous fiscal year.」
The prolonged downturn in the semiconductor industry and postponed investments materialized as a full-year decline in revenue and a shift from operating profit to an operating loss. - FY2024-Q3WorsenedAnnual report
「This business was affected by postponed investments and other factors resulting from the prolonged downturn in the semiconductor industry, particularly in memory. Segment revenue was ¥11,766 million, down 5.1% year on year. In addition to lower revenue, higher fixed costs resulted in an operating loss of ¥51 million, compared with operating profit of ¥1,026 million in the same period of the previous year.」
The prolonged downturn in the semiconductor industry and postponed investments reduced revenue, while higher fixed costs also caused the business to move from operating profit in the same period of the previous year to an operating loss. - FY2024-Q2RestatedAnnual report
「Although this business was affected by postponed investments and other factors resulting from the slowdown in the semiconductor industry, particularly in memory, sales of products with extended lead times contributed to segment revenue of ¥8,516 million, up 8.7% year on year. Operating profit was ¥461 million, down 0.7%, due to higher fixed costs and other factors.」
The slowdown in the semiconductor industry, particularly in memory, and postponed investments continue to be cited. Meanwhile, sales of products with extended lead times increased revenue, and the decline in operating profit was limited. - FY2024-Q1WorsenedAnnual report
「Although this business was affected by postponed investments and other factors resulting from the slowdown in the semiconductor industry, particularly in memory, sales of components with extended lead times contributed to segment revenue of ¥4,610 million, up 26.6% year on year, and operating profit of ¥361 million, up 196.6%.」
The slowdown in the semiconductor industry and postponed investments were newly identified, strengthening the wording around investment restraint risk. Meanwhile, sales of components with extended lead times resulted in higher revenue and operating profit for the quarter. - FY2023-Q3MitigatedAnnual report
「This business benefited from continued strength in the semiconductor industry and new customer development. Segment revenue was ¥12,399 million, up 40.3% year on year, and operating profit was ¥1,215 million, up 124.8%.」
Strong conditions in the semiconductor industry and new customer development resulted in substantial increases in revenue and operating profit, further reducing the impact of investment restraint risk in the semiconductor industry. - FY2023-Q2MitigatedAnnual report
「This business benefited from continued strength in the semiconductor industry and sustained robust investment appetite. Segment revenue was ¥7,837 million, up 38.6% year on year, and operating profit was ¥589 million, up 74.2%.」
With strong investment appetite in the semiconductor industry continuing, the semiconductor business posted substantial increases in revenue and operating profit, further reducing the impact of investment restraint risk. - FY2023-Q1MitigatedAnnual report
「Demand continued for new PC CPU standards and the construction and upgrade of data centers, while industry investment appetite remained strong. As a result, segment revenue was ¥3,640 million, up 25.6% year on year, and operating profit was ¥184 million, up 38.0% year on year.」
Investment appetite in the semiconductor industry remained strong, as in the previous fiscal year, and demand for new PC CPU standards and the construction and upgrade of data centers resulted in higher revenue and profit, weakening the impact of investment restraint risk. - FY2022MitigatedAnnual report
「As investment appetite remained high on growing semiconductor demand, segment revenue was ¥12,190 million, up 33.7% year on year, and operating profit was ¥671 million, up 168.7% year on year.」
Against the risk of investment restraint in the semiconductor industry, investment appetite remained high, resulting in full-year revenue growth of 33.7% and profit growth of 168.7%. - FY2022-Q3MitigatedAnnual report
「As investment appetite remained strong on growing semiconductor demand, segment revenue was ¥8,840 million, up 35.6% year on year, and operating profit was ¥540 million, up 710.3% year on year.」
Against the risk of investment restraint in the semiconductor industry, growing semiconductor demand and strong investment appetite continued, resulting in higher revenue and profit, so the impact of the risk weakened. - FY2022-Q2RestatedAnnual report
「As the industry's investment appetite remained strong, segment revenue was ¥5,654 million, up 36.7% year on year, and operating profit was ¥338 million, compared with an operating loss of ¥78 million in the same period of the previous year.」
As in the previous quarter, investment appetite in the semiconductor industry was described as strong, and the semiconductor business posted higher revenue while maintaining operating profitability. No further deterioration in the impact of investment restraint risk was indicated. - FY2022-Q1MitigatedAnnual report
「Demand for semiconductors for 5G, data centers and automotive electrification was strong, and industry investment appetite remained firm. As a result, segment revenue was ¥2,899 million, up 39.5% year on year, and operating profit was ¥133 million, compared with an operating loss of ¥42 million in the same period of the previous year.」
Against the investment restraint that had continued in the semiconductor industry through the previous fiscal year, demand related to 5G, data centers and automotive electrification and investment appetite remained firm, resulting in higher revenue and a return to operating profitability. - FY2021-Q3MitigatedAnnual report
「Strong investment in 5G and data centers, among other areas, resulted in segment revenue of ¥6,520 million, up 28.5% year on year, and operating profit of ¥66 million, compared with an operating loss of ¥636 million in the same period of the previous year.」
While the risk of investment restraint across the semiconductor industry remained, strong investment in 5G and data centers resulted in higher revenue and a shift from operating loss to operating profit. - FY2021-Q2MitigatedAnnual report
「Strong investment in 5G and data centers, among other areas, resulted in segment revenue of ¥4,137 million, up 26.1% year on year, and an operating loss of ¥78 million, compared with an operating loss of ¥463 million in the same period of the previous year.」
While the risk of investment restraint across the semiconductor industry remained, investment in 5G and data centers was firm, increasing revenue and narrowing the operating loss. - FY2021-Q1MitigatedAnnual report
「Strong investment in 5G and data centers, among other areas, resulted in segment revenue of ¥2,078 million, up 28.7% year on year, and an operating loss of ¥42 million, compared with an operating loss of ¥234 million in the same period of the previous year.」
While the risk of investment restraint remained across the semiconductor industry, investment in 5G and data centers was firm, increasing revenue and narrowing the operating loss, so the impact of the risk weakened. - FY2020MaterialisedAnnual report
「As investment restraint continued across the semiconductor industry, segment revenue was ¥7,086 million, down 6.5% year on year, and operating loss was ¥636 million, compared with operating profit of ¥123 million in the previous fiscal year.」
Investment restraint across the semiconductor industry continued throughout the fiscal year, with its impact becoming evident in lower revenue and a shift from operating profit to operating loss. - FY2020-Q3WorsenedAnnual report
「Although signs of recovery were visible in some markets, investment restraint continued across the semiconductor industry. Segment revenue was ¥5,074 million, down 12.5% year on year, and operating loss was ¥636 million, compared with operating profit of ¥118 million in the same period of the previous year.」
Although some markets showed signs of recovery, investment restraint across the semiconductor industry continued to affect the business through lower revenue and a larger operating loss. - FY2020-Q2WorsenedAnnual report
「As investment restraint by data centers and memory manufacturers continued, the semiconductor market as a whole slowed. Segment revenue was ¥3,280 million, down 18.5% year on year, and operating loss was ¥463 million, compared with operating profit of ¥79 million in the same period of the previous year.」
Continued investment restraint by data centers and memory manufacturers has continued to affect the business through a slowdown in the semiconductor market and a larger operating loss. - FY2020-Q1WorsenedAnnual report
「The business was affected by investment restraint by data centers and memory manufacturers, causing the semiconductor market as a whole to slow. Segment revenue was ¥1,615 million, down 24.1% year on year, and operating loss was ¥234 million, compared with operating profit of ¥26 million in the same period of the previous year.」
Investment restraint by data centers and memory manufacturers materialized as lower demand, leading to a slowdown in the semiconductor market, a 24.1% decline in revenue and a shift to an operating loss. - FY2019MaterialisedAnnual report
「Although products for the semiconductor industry were affected by investment restraint across the industry,」
Investment restraint in the semiconductor industry is stated to have had an actual impact on full-year segment performance. - FY2019-Q3First statedAnnual report
「Although there have been moves to restrain investment in products for the semiconductor industry, among other developments,」
For products for the semiconductor industry, customer investment restraint was explicitly identified for the first time as a new demand risk.