Fluctuations in Private Capital Investment and Semiconductor Industry Demand
First written in FY2016. 9 of 37 entries say "Restated". Latest entry: 2026-09-14.
Hamai Industries Ltd moved to the "Worse" side of this theme in 2019, the same year as the typical company in this theme.
The whole theme swung hardest in 2019: 41 of 56 companies on the "Worse" side.
14 other companies' latest entry also says "Mitigated".
- FY2026-H1Recovery in semiconductor demand coincides with a pause in demand for fire-extinguishing equipmentAnnual report
「Revenue in the high-pressure gas valve and gas-related equipment segment declined slightly year on year, as demand from the semiconductor industry showed signs of recovery at consolidated subsidiary Hamai Korea, while demand for fire-extinguishing equipment, which had been strong, reached a pause.」
While demand from the semiconductor industry showed signs of recovery, demand for fire-extinguishing equipment, which had previously been strong, reached a pause, and revenue in the high-pressure gas-related segment declined slightly. - 2026-05-13OtherEarnings
「Sales in the pipe valve segment declined year on year because demand for semiconductor manufacturing equipment was slow to recover, despite the penetration of product price increases. Sales in the high-pressure gas valve and gas-related equipment segment were slightly higher year on year at consolidated subsidiary Hamai Korea, where demand from the semiconductor industry was showing signs of recovery, although demand for fire extinguishing equipment, which had been strong, reached a lull.」
Recovery in demand for semiconductor manufacturing equipment remained delayed, while demand from the semiconductor industry at Hamai Korea was showing signs of recovery, with demand trends differing by segment. - FY2025Delayed recovery in semiconductor demand coexisted with higher demand for fire suppression equipmentAnnual report
「In the high-pressure gas valve and gas-related equipment segment, recovery in demand from the semiconductor industry was delayed and demand had not increased noticeably. However, increased demand for fire-extinguishing equipment and the pass-through of product price increases resulted in higher revenue year on year.」
While the delayed recovery in semiconductor-related demand continued, the high-pressure gas-related segment posted higher revenue due to increased demand for fire-extinguishing equipment and the pass-through of price increases. - FY2025-H1Delayed recovery in semiconductor manufacturing equipment demand and increased demand for fire-extinguishing equipment coexistedAnnual report
「Revenue in the piping valve segment decreased year on year because recovery in demand for semiconductor manufacturing equipment was delayed. Revenue in the high-pressure gas valve and gas-related equipment segment increased year on year. Although recovery in demand from the semiconductor industry was delayed, higher demand for fire-extinguishing equipment and the pass-through of product price increases contributed to higher revenue.」
The piping valve segment posted lower revenue due to delayed recovery in demand for semiconductor manufacturing equipment, while in the high-pressure gas-related segment, increased demand for fire-extinguishing equipment and the pass-through of price increases offset the delayed recovery in semiconductor demand, resulting in higher revenue. - FY2024A recovery in some demand and stagnation in equipment and semiconductor demand coexistedAnnual report
「Revenue in the piping valve segment increased year on year. Demand for semiconductor manufacturing equipment and construction machinery remained sluggish, but the pass-through of product price increases and special demand from the automotive sector contributed to higher revenue. In the high-pressure gas valve and gas-related equipment segment, demand from the semiconductor industry at consolidated subsidiary ハマイコリア showed signs of recovery from the second half of the year, resulting in higher revenue year on year.」
While demand for semiconductor manufacturing equipment and construction machinery remained sluggish, the piping valve segment posted higher revenue due to special demand from the automotive sector and price increases. At ハマイコリア, demand from the semiconductor industry began to recover in the second half of the year. - FY2024-H1WorsenedAnnual report
「Revenue in the piping valve segment decreased year on year due to lower demand for semiconductor manufacturing equipment and construction machinery. Revenue in the high-pressure gas valve and gas-related equipment segment also decreased year on year. Demand from semiconductor-related industries is recovering, but has not yet resulted in a noticeable increase in demand.」
The piping valve segment posted lower revenue due to reduced demand for semiconductor manufacturing equipment and construction machinery. The high-pressure gas-related business was recovering, but demand had not increased noticeably, resulting in lower revenue, and the impact of demand volatility risk continued. - FY2024-Q1A pause in semiconductor-related demand and a recovery in progress coexistedAnnual report
「Revenue in the piping valve segment decreased year on year as the previously strong demand for semiconductor manufacturing equipment and other equipment leveled off. Revenue in the high-pressure gas valve and gas-related equipment segment also decreased year on year. Demand from semiconductor-related industries is recovering, but has not yet fully recovered.」
Demand for semiconductor manufacturing equipment and other equipment, which had been strong through the previous year, leveled off, resulting in lower revenue for piping valves. The high-pressure gas-related business was recovering but had not fully recovered, also resulting in lower revenue. - FY2023RestatedAnnual report
「Revenue in the piping valve segment also increased year on year, reflecting continued strong demand for semiconductor manufacturing equipment and other equipment, as well as the pass-through of product price increases. In the high-pressure gas valve and gas-related equipment segment, revenue decreased year on year. Although demand for fire-extinguishing equipment increased, the segment continued to be affected by weak valve demand from semiconductor-related industries from the beginning of the year.」
While demand for semiconductor manufacturing equipment and other equipment supported the piping valve segment, sluggish semiconductor-related demand continued to drive a full-year decline in revenue in the high-pressure gas-related segment. - FY2023-Q3Strong demand for piping equipment coexisted with sluggish semiconductor-related demand for high-pressure gas applicationsAnnual report
「Revenue in the piping valve segment also increased year on year, supported by continued strong demand for semiconductor manufacturing equipment and other equipment, as well as the penetration of product price increases. The high-pressure gas valve and gas-related equipment business continued to be affected from the beginning of the year by sluggish demand for valves for semiconductor-related industries, resulting in lower year-on-year revenue.」
Demand for semiconductor manufacturing equipment and other equipment remained strong, contributing to higher revenue in the piping valve segment, while the high-pressure gas-related segment posted lower revenue as the impact of weak demand from semiconductor-related industries continued. - FY2023-Q2WorsenedAnnual report
「Revenue in the high-pressure gas valve and gas-related equipment business decreased year on year due to sluggish demand for valves for semiconductor-related industries.」
Semiconductor-related demand, which had supported strong performance through the previous fiscal year, weakened, causing revenue in the high-pressure gas valve and gas-related equipment business to decline 17.1% year on year. - FY2023-Q1WorsenedAnnual report
「Revenue in the high-pressure gas valve and gas-related equipment business decreased year on year as demand for valves for semiconductor-related industries, which had provided support until then, paused.」
Demand in the high-pressure gas valve and gas-related equipment business, which had been supported by strong semiconductor-related industries, paused, causing revenue to decline 18.3% year on year. The impact of semiconductor demand fluctuation risk has again appeared in business performance. - FY2022MitigatedAnnual report
「Revenue in the high-pressure gas valve and gas-related equipment business increased year on year due to strong semiconductor-related industries, higher demand for fire suppression equipment valves for data centers, and product price increases implemented in response to various cost increases.」
Despite the ongoing risk of fluctuations in semiconductor and capital investment demand, revenue in the high-pressure gas-related business increased 19.1% year on year, supported by semiconductor-related industries, demand from data centers, and price increases. - FY2022-Q3MitigatedAnnual report
「Revenue in the piping valve segment increased year on year, supported by strong semiconductor-related industries and generally solid customer economic conditions. Revenue in the high-pressure gas valve and gas-related equipment business also increased year on year, due to strong semiconductor-related industries, higher demand for fire suppression equipment valves for data centers, and the effects of price increases in response to higher material, component, and other costs.」
Despite the ongoing risk of fluctuations in semiconductor- and capital-investment-related demand, revenue in the piping valve segment increased, supported by semiconductor-related industries and other factors. Revenue in the high-pressure gas-related business also increased due to higher semiconductor-related demand, higher demand for fire suppression equipment valves for data centers, and the effects of price increases. - FY2022-Q2MitigatedAnnual report
「Revenue in the piping valve segment increased year on year, as orders continued to rise from the semiconductor industry and other strong-performing industries. Revenue in the high-pressure gas valves and gas-related equipment segment also increased year on year, supported by strong semiconductor-industry demand and new orders arising from it.」
Despite the ongoing risk of fluctuations in semiconductor- and capital-investment-related demand, both the piping valve and high-pressure gas-related businesses increased revenue year on year due to higher orders. - FY2022-Q1MitigatedAnnual report
「Revenue in the piping valve segment increased year on year, driven by the penetration of price increases, strength in some industries including semiconductor-related industries, and the development of new customers. Revenue in the high-pressure gas valve and gas-related equipment business also increased year on year, supported by continued strength in semiconductor-related industries since the previous fiscal year.」
Supported by strong semiconductor-related industries and some other industries, revenue increased 28.7% in the piping valve segment and 26.1% in the high-pressure gas-related business, easing the impact of demand fluctuation risks on business performance this quarter. - FY2021MitigatedAnnual report
「Revenue in the piping valve segment increased year on year, led by the penetration of price increases and strength in some industries, including semiconductor-related industries, as well as the development of new customers. Revenue in the high-pressure gas valve and gas-related equipment business also increased year on year, supported mainly by continued strength in overseas semiconductor-related industries from the previous fiscal year.」
Despite the ongoing risk of fluctuations in semiconductor- and capital-investment-related demand, both the piping valve and high-pressure gas-related businesses increased full-year revenue. - FY2021-Q3Piping valves increased revenue on a recovery in some industries, while the high-pressure gas business declined due to the impact of the COVID-19 pandemicAnnual report
「Revenue in the piping valve segment also remained solid and increased year on year, led by a recovery in some industries, including semiconductor-related industries. The high-pressure gas valve and gas-related equipment business was supported mainly by strong overseas semiconductor-related industries, but revenue decreased year on year due in part to the impact of the COVID-19 pandemic.」
The piping valve segment increased revenue due to a recovery in some industries, including semiconductor-related industries, while the high-pressure gas valve and gas-related equipment business declined despite strong overseas semiconductor-related industries because of the impact of the COVID-19 pandemic. - FY2021-Q2MitigatedAnnual report
「Revenue in the piping valve segment increased year on year due to a recovery in some industries, including semiconductor-related industries, and a gradual economic recovery. Revenue in the high-pressure gas valve and gas-related equipment business increased year on year, supported by strength in semiconductor-related industries.」
Demand related to semiconductors and capital investment, which had been a factor behind lower revenue through the previous year, supported higher revenue in the piping valve and high-pressure gas-related businesses due to a recovery in some industries and strength in semiconductor-related industries. - FY2021-Q1MitigatedAnnual report
「Meanwhile, revenue in the piping valve segment increased year on year due to a recovery in some industries, including semiconductor-related industries. Revenue in the high-pressure gas valve and gas-related equipment business also increased year on year, supported by strong overseas semiconductor-related industries, although domestic industries were affected to some extent by the COVID-19 pandemic.」
The company explains that the piping valve and high-pressure gas-related businesses increased revenue due to a recovery in some industries and strength in overseas semiconductor-related industries, following demand declines through the previous year. - FY2020Recovery in semiconductor-related demand lifted the high-pressure gas businessAnnual report
「The high-pressure gas valve and gas-related equipment business was affected by the COVID-19 pandemic, but fortunately this did not become a significant negative factor for our business performance, and overall revenue increased, supported by strong overseas semiconductor-related industries.」
While the risk of fluctuations in semiconductor demand continues, strength in overseas semiconductor-related industries was a factor behind higher revenue in the high-pressure gas valve and gas-related equipment business during the current fiscal year. - FY2020-Q3RestatedAnnual report
「The piping valve segment is particularly exposed to global economic trends, and revenue decreased year on year due to lower demand resulting from canceled construction projects in Japan and overseas, delays in equipment installations, inventory adjustments, and other factors.」
The effects of fluctuations in the global economy and capital investment demand continue to appear as lower revenue in the piping valve segment through canceled construction projects in Japan and overseas, delays in equipment installations, inventory adjustments, and other factors. - FY2020-Q2WorsenedAnnual report
「Meanwhile, the piping valve segment, which is particularly exposed to global economic trends, fell into extremely difficult conditions due to the cancellation of construction projects in Japan and overseas, delays in equipment installations, and inventory adjustments, resulting in lower year-on-year revenue」
The risk of fluctuations in economic conditions and capital investment demand has materialized in the piping valve segment through canceled construction projects in Japan and overseas, delays in equipment installations, and inventory adjustments, resulting in lower year-on-year revenue. - FY2020-Q1WorsenedAnnual report
「Revenue in the piping valve segment decreased year on year because it has a high proportion of products for overseas industrial equipment and is therefore heavily affected by economic conditions」
The risk of fluctuations in economic conditions and demand for industrial equipment has materialized as lower year-on-year revenue in the piping valve segment, which has a high proportion of products for overseas industrial equipment. - FY2019WorsenedAnnual report
「The piping valve segment saw lower revenue due to the deterioration of domestic business conditions in the manufacturing sector, while the high-pressure gas valve and gas-related equipment business also recorded lower revenue due to a decline in semiconductor-related demand」
As lower semiconductor-related demand continued and the deterioration of domestic business conditions in manufacturing also affected the piping valve segment, the impact appeared as lower full-year revenue in both segments. - FY2019-Q3WorsenedAnnual report
「Revenue in the piping valve segment decreased year on year due to lower semiconductor-related demand and lower demand related to construction machinery. Sales in the high-pressure gas valve and gas-related equipment business also declined due to lower semiconductor-related demand.」
As lower semiconductor-related demand continued, the additional decline in construction-machinery-related demand appeared as lower sales in both the piping valve segment and the high-pressure gas valve and gas-related equipment business. - FY2019-Q2WorsenedAnnual report
「Meanwhile, sales in the high-pressure gas valve and gas-related equipment business declined due to lower semiconductor-related demand and a sharper-than-expected downturn in demand from the automotive-related industry.」
In addition to lower semiconductor-related demand, demand from the automotive-related industry declined more than expected, with the impact appearing as lower sales in the high-pressure gas valve and gas-related equipment business. - FY2019-Q1MaterialisedAnnual report
「Meanwhile, sales in the high-pressure gas valve and gas-related equipment business declined, mainly due to lower demand from the semiconductor industry.」
The risk of demand fluctuations in the semiconductor industry has materialized as lower semiconductor-related demand and a decline in sales in the high-pressure gas valve and gas-related equipment business. - FY2018RestatedAnnual report
「Sales volumes in the piping valve and high-pressure gas valve segments progressed favorably, supported by solid capital investment and strong semiconductor-related demand」
The company explains that solid capital investment and semiconductor-related demand supported sales volumes in the piping valve and high-pressure gas valve segments. - FY2018-Q3RestatedAnnual report
「Sales volumes in the piping valve and high-pressure gas valve segments progressed favorably, supported by solid capital investment and strong semiconductor-related demand」
The company explains that solid capital investment and strength in semiconductor-related businesses are supporting sales volumes in the piping valve and high-pressure gas valve segments. - FY2018-Q2RestatedAnnual report
「The semiconductor-related business remained strong in the high-pressure gas valve and gas-related equipment business」
While semiconductor-related demand remained strong this quarter, there were no significant changes in the risks themselves relating to fluctuations in private-sector capital investment or semiconductor-industry demand. - FY2018-Q1RestatedAnnual report
「During the first quarter of the current consolidated cumulative period, there were no occurrences of matters that could materially affect investors’ investment decisions among the matters relating to the business and financial position described in this quarterly report, nor were there any material changes to the “Business and Other Risks” described in the annual securities report for the previous fiscal year.」
No significant changes have been identified in the risks of demand fluctuations relating to private-sector capital investment and the semiconductor industry. - FY2017RestatedAnnual report
「Changes in the economic environment, including trends in private-sector capital investment and demand, particularly in the semiconductor industry, may affect the Group's business performance.」
The risks of demand fluctuations relating to private-sector capital investment and the semiconductor industry continue to be disclosed. Meanwhile, the overview of business performance for the current fiscal year states that semiconductor-related industries remained strong. - FY2017-Q3RestatedAnnual report
「There have been no material changes to the “Business and Other Risks” described in the annual securities report for the previous fiscal year.」
No significant changes have been identified in the risks of demand fluctuations relating to private-sector capital investment and the semiconductor industry. The business performance analysis also states that semiconductor-related industries remained strong. - FY2017-Q2RestatedAnnual report
「There have been no material changes to the “Business and Other Risks” described in the annual securities report for the previous fiscal year.」
No significant changes have been identified in the risks of demand fluctuations relating to private-sector capital investment and the semiconductor industry. - FY2016First statedAnnual report
「Changes in the economic environment, including trends in private-sector capital investment and demand, particularly in the semiconductor industry, may affect our business performance.」
Changes in private-sector capital investment and demand trends, particularly in the semiconductor industry, are identified as economic-environment risks that may affect business performance.