Komori
Meidensha (6508) · InitiativeSoftened

Expansion of the semiconductor manufacturing equipment business through increased production and new products

First written in FY2018. 6 of 14 entries say "Softened", first in FY2019-Q1. Latest entry: FY2024-Q3.

14entries
7years
0from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseOtherFY2020-Q2 – FY2023-Q32018: 320182019: 320192020: 220202021: 120212022: 120222023: 320232024: 1
Same theme, other companies
Expanding market share and profits in the semiconductor manufacturing equipment businessA theme 4 companies write about · 0 as a headwind · 4 as a tailwind

Meidensha moved to the "Worse" side of this theme in 2024.

0 other companies' latest entry also says "Softened".

Ridges = years it wrote progress, valleys = years it wrote worse. Most hopeful companies at the back. Drag to turn, scroll to zoom, right-drag to pan. On a phone, two fingers turn and pinch to zoom; one finger scrolls the page.
Full recordFilings, disclosures and news, newest first
  1. FY2024-Q3SoftenedAnnual report

    「In contrast, the Electronic Equipment business recorded substantially lower revenue and profit against the backdrop of the downturn in semiconductor market conditions.」

    Regarding the semiconductor manufacturing equipment business, the description has weakened from the previous focus on market and sales expansion to a situation indicating substantial declines in sales and earnings in the electronics business due to the downturn in semiconductor market conditions.
  2. FY2024-Q2SoftenedAnnual report

    「In addition, the timing of a recovery in demand for semiconductor manufacturing equipment, which has fallen amid loosening semiconductor supply and demand, remains uncertain.」

    Regarding the semiconductor manufacturing equipment business, the description has weakened from expanding demand and sales to acknowledging declining demand and uncertainty over the timing of a recovery.
  3. FY2024-Q1SoftenedAnnual report

    「In addition, the timing of a recovery in demand for semiconductor manufacturing equipment, which has fallen amid loosening semiconductor supply and demand, remains uncertain.」

    Regarding the semiconductor manufacturing equipment business, the description has weakened from firm market conditions and expanding sales to acknowledging declining demand and uncertainty over the timing of a recovery.
  4. FY2023-Q3Slight decline in profit due to increased sales of products for the semiconductor market and an adverse product mixAnnual report

    「The Mobility T&S business saw lower revenue as the challenging order environment continued, while revenue increased in the Electronic Equipment business, which mainly supplies products for the semiconductor market, and in the EV business, where the number of vehicle models supplied increased. In terms of earnings, profit in the Electronic Equipment business declined slightly due to an adverse product mix and other factors, but」

    In the electronics business, sales of products for the semiconductor market increased, but earnings declined slightly due to factors including a deterioration in the product mix.
  5. FY2023-Q2Expanded revenue in the Electronic Equipment business on the back of strong demand in the semiconductor sectorAnnual report

    「Revenue in the Electronic Equipment business expanded on the back of strong demand in the semiconductor sector.」

    The company disclosed expanding sales in the electronics business, supported by firm demand in the semiconductor field.
  6. FY2021-Q3RestatedAnnual report

    「In the Electronic Equipment segment, sales expanded as the semiconductor manufacturing equipment market remained firm, although」

    Regarding the semiconductor manufacturing equipment business, the company continues to describe firm market conditions and expanding sales.
  7. FY2021-Q2Improving conditions in the semiconductor manufacturing equipment market and expanding salesAnnual report

    「In the Electronic Equipment segment, sales expanded as the semiconductor manufacturing equipment market remained firm, although」

    The disclosure has progressed from monitoring market trends to expanding sales as conditions improve in the semiconductor manufacturing equipment market.
  8. FY2021-Q1Improved performance in the electronics field reflecting the semiconductor market's recovery trendAnnual report

    「The Electronics business posted higher revenue and profit year on year as the semiconductor market moved toward recovery. In the EV business, however, revenue declined year on year due to a downturn in the automotive-related market and other factors, while profit fell due to upfront costs incurred in preparation for mass production on the newly established line and other factors.」

    The disclosure has shifted from monitoring market trends in response to a correction in the semiconductor market to year-on-year increases in sales and earnings in the electronics field driven by the semiconductor market's recovery trend.
  9. FY2020-Q2RestatedAnnual report

    「We will continue to monitor market trends for components used in semiconductor manufacturing equipment.」

    Regarding the semiconductor manufacturing equipment business, the company is continuing its policy of monitoring market trends amid a market correction.
  10. FY2020-Q1SoftenedAnnual report

    「We will continue to monitor market trends for components used in semiconductor manufacturing equipment.」

    The description has shifted from growth through capital investment to increase production and new product development to monitoring market trends amid a continuing market correction.
  11. FY2019-Q3SoftenedAnnual report

    「While components for semiconductor manufacturing equipment remain weak due to an adjustment in the semiconductor market,」

    Regarding the semiconductor manufacturing equipment business, the description has weakened from growth through capital investment to increase production and new product development to acknowledging weak component demand due to a market correction and monitoring market trends.
  12. FY2019-Q2AdvancedAnnual report

    「Revenue rose 20.1% year on year to ¥27,357 million and operating profit improved by ¥1,636 million to ¥2,050 million, driven by solid conditions for injection molding machines and material handling systems in the Electric Drive segment, expanded production capacity in the Electronics segment, and strong sales of motors and inverters for PHEVs and EVs in the United States and Japan. The company will continue to monitor market trends for components used in semiconductor manufacturing equipment.」

    The company disclosed that progress in expanding production capacity in the electronics field was a factor in higher sales and earnings, while continuing to monitor market trends for components used in semiconductor manufacturing equipment.
  13. FY2019-Q1SoftenedAnnual report

    「In the Electronics segment, the company is working to strengthen its production capabilities while monitoring market trends for components used in semiconductor manufacturing equipment.」

    The description of the initiatives has narrowed from growth through capital investment to increase production and new product development to strengthening the production structure while monitoring market trends.
  14. FY2018First statedAnnual report

    「In the semiconductor manufacturing equipment-related field, the market is expected to continue expanding. We will continue capital investment to accommodate increased production and aim to grow through the development of new products.」

    The company has newly stated explicitly that it positions the semiconductor manufacturing equipment field as a new growth business and plans to advance capital investment to increase production and develop new products.
Moved together

"Guarantees of debt for overseas subsidiaries and other entities" moved the same way as this thread, in the same document, in 3 of its 14 moves.

322★123
  1. ★This thread
  2. 1Guarantees of debt for overseas subsidiaries and other entities3×
  3. 2Difficulty passing higher materials costs through to product prices2×
  4. 3Deteriorating business conditions and project postponements due to the spread of COVID-192×

★ is this thread; numbers match the list above. The number on a line is how many documents both moved the same way in; lines between the other threads count the documents they moved together in too. Threads that move together often sit closer.

When this could move next
Meidensha's next results are scheduled for 2026-10-30. Read the earnings preview
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.