Resilient demand for semiconductor manufacturing equipment and robots
First written in FY2017-Q2. 15 of 34 entries say "Advanced", first in FY2017-Q3. Latest entry: 2026-07-30.
Sanyo Denki moved to the "Worse" side of this theme in 2023, 3 years after the typical company in this theme (2020).
The whole theme swung hardest in 2023: 6 of 15 companies on the "Worse" side.
6 other companies' latest entry also says "Advanced".
- 2026-07-30AdvancedEarnings
「Demand for SANMOTION products of the Motion Company for electronic-component mounters, semiconductor manufacturing equipment and wafer-handling robots increased significantly as investment related to generative AI expanded.」
Demand for semiconductor manufacturing equipment and wafer-handling robots increased significantly, driven by investment related to generative AI. - FY2026AdvancedAnnual report
「Demand for semiconductor manufacturing equipment and wafer-handling robots increased substantially as AI-related capital investment gained momentum. Order intake was ¥44,268 million, up 39.0% year on year, and order backlog was ¥18,411 million, up 57.5%.」
Demand for semiconductor manufacturing equipment and wafer-handling robots increased substantially as AI-related capital investment gained momentum. - 2026-04-27AdvancedRevision of earnings forecasts
「Demand for semiconductor manufacturing equipment and wafer-handling robots also increased significantly as AI-related capital investment gathered momentum.」
Demand for semiconductor manufacturing equipment and wafer-handling robots increased significantly, driven by AI-related capital investment. - FY2026-H1Partial recovery in AI-related areas, overall recovery not yet achievedAnnual report
「Demand for semiconductor manufacturing equipment and wafer-handling robots benefited from firm AI-related capital investment, but overall demand had not recovered to previous levels.」
AI-related capital investment led to a partial recovery in demand for semiconductor manufacturing equipment and wafer-handling robots, but overall demand had not returned to previous levels. - FY2025Demand sluggish, signs of a partial recoveryAnnual report
「Demand for semiconductor manufacturing equipment and wafer-handling robots was sluggish, although signs of a recovery were seen in some areas. Meanwhile, demand for metalworking machinery, injection molding machines and machine tools was sluggish due to the weak Chinese market.」
Although there were signs of a partial recovery in demand for semiconductor manufacturing equipment and wafer-handling robots, several applications affected by the weak Chinese market remained sluggish. - FY2025-H1Demand sluggish, signs of a partial recoveryAnnual report
「Demand for semiconductor manufacturing equipment and wafer-handling robots was sluggish, although signs of a recovery were seen in some areas. Meanwhile, demand for metalworking machinery, injection molding machines and machine tools was sluggish due to the weak Chinese market.」
Demand for semiconductor manufacturing equipment and wafer-handling robots was sluggish, although signs of a recovery were seen in some areas, while several applications affected by the weak Chinese market remained sluggish. - FY2024WorsenedAnnual report
「Demand for semiconductor manufacturing equipment and wafer-handling robots declined substantially. Demand for metalworking machinery, injection molding machines and machine tools also remained sluggish due to the continuing weakness in the Chinese market since the previous fiscal year.」
Demand was sluggish not only for semiconductor manufacturing equipment and wafer-handling robots, but also for several applications affected by the weak Chinese market. Order intake was ¥34,908 million and order backlog was ¥21,031 million. - FY2024-Q3WorsenedAnnual report
「Demand for the SANMOTION servo system products was sluggish for semiconductor manufacturing equipment and wafer-handling robots. Demand for electronic component placement equipment, metalworking machinery, injection molding machines and machine tools also remained sluggish due to the continuing weakness in the Chinese market since the previous fiscal year. Order intake was ¥25,975 million, down 53.0% year on year, and order backlog was ¥24,788 million, down 44.5%.」
In addition to semiconductor manufacturing equipment and wafer-handling robots, several applications affected by the weak Chinese market were also sluggish, resulting in declines in revenue, order intake and order backlog. - FY2024-Q2WorsenedAnnual report
「Demand for the SANMOTION servo system products was sluggish for semiconductor manufacturing equipment and wafer-handling robots. Demand for electronic component placement equipment, metalworking machinery and injection molding machines also remained sluggish due to the continuing weakness in the Chinese market since the previous fiscal year. As a result, revenue was ¥30,264 million, down 4.7% year on year, order intake was ¥18,218 million, down 54.1%, and order backlog was ¥30,030 million, down 34.1%.」
Demand was sluggish not only for semiconductor manufacturing equipment and wafer-handling robots, but also for electronic component placement equipment, metalworking machinery and injection molding machines affected by the weak Chinese market, resulting in declines in revenue, order intake and order backlog. - FY2024-Q1WorsenedAnnual report
「Demand for the SANMOTION servo system products declined substantially for semiconductor manufacturing equipment and wafer-handling robots. Demand for electronic component placement equipment and metalworking machinery also remained sluggish due to the continuing weakness in the Chinese market since the previous fiscal year. As a result, revenue was ¥15,401 million, up 2.9% year on year, order intake was ¥10,027 million, down 47.4%, and order backlog was ¥36,701 million, down 12.0%.」
Demand for semiconductor manufacturing equipment and wafer-handling robots declined substantially, while the impact of the weak Chinese market continued. Revenue increased, but order intake and order backlog decreased. - FY2023Revenue up, order intake down, order backlog upAnnual report
「Demand increased for EVs, lithium-ion battery production equipment and wafer-handling robots. Demand for injection molding machines, machine tools and robots also remained firm. Meanwhile, although demand for semiconductor manufacturing equipment remained firm, as in the previous fiscal year, it weakened toward the end of the year. Revenue was ¥63,988 million, up 14.3% year on year, order intake was ¥68,431 million, down 11.9%, and order backlog was ¥42,076 million, up 11.8%.」
Demand increased for EVs, lithium-ion battery production equipment and wafer-handling robots, while demand for semiconductor manufacturing equipment weakened at the end of the year, resulting in mixed movements across the indicators. - FY2023-Q3Semiconductors and wafer-handling robots firm; some weakness due to China’s economic slowdownAnnual report
「Demand for the SANMOTION servo system products remained strong from the previous fiscal year for semiconductor manufacturing equipment and wafer-handling robots. Demand for injection molding machines, machine tools and robots remained firm. Meanwhile, demand for electronic component placement equipment and metalworking machinery was sluggish due to the economic slowdown in China.」
Demand for semiconductor manufacturing equipment and wafer-handling robots was strong, while demand for electronic component placement equipment and metalworking machinery was sluggish due to the economic slowdown in China. Revenue and order backlog increased, but order intake decreased. - FY2023-Q2AdvancedAnnual report
「Demand for the servo system product “SANMOTION” remained strong for semiconductor manufacturing equipment and wafer-handling robots. Demand for electronic component placement equipment, injection molding machines, machine tools and robots remained firm overall, despite some impact from an economic slowdown in parts of the Chinese market. As a result, revenue was ¥31,744 million, up 9.9% year on year, orders were ¥39,674 million, up 5.3%, and order backlog was ¥45,563 million, up 84.4%.」
Despite signs of an economic slowdown in parts of the Chinese market, demand across major applications remained firm, and revenue, orders and order backlog increased. - FY2023-Q1Demand up; orders down; backlog upAnnual report
「Demand for the servo system product “SANMOTION” increased for semiconductor manufacturing equipment and wafer-handling robots. Demand for electronic component placement equipment, injection molding machines, machine tools and robots remained firm. As a result, revenue was ¥14,970 million, up 2.1% year on year, orders were ¥19,061 million, down 6.2%, and order backlog was ¥41,724 million, up 93.3%.」
Demand across major applications was described as higher or firm, while orders declined 6.2% year on year and order backlog increased 93.3%, showing divergent trends among the indicators. - FY2022-Q3AdvancedAnnual report
「Demand for the servo system product “SANMOTION” remained strong for semiconductor manufacturing equipment and wafer-handling robots. Demand for electronic component placement equipment, injection molding machines, robots and machine tools also remained firm. As a result, revenue was ¥42,381 million, up 49.1% year on year, orders were ¥56,902 million, up 88.0%, and order backlog was ¥30,449 million, up 193.5%.」
In addition to strong demand for semiconductor manufacturing equipment and wafer-handling robots, demand across major applications remained firm, driving increases in revenue, orders and order backlog. - FY2022-Q2AdvancedAnnual report
「Demand for the servo system product “SANMOTION” increased significantly for semiconductor manufacturing equipment and wafer-handling robots. Demand also increased for electronic component placement equipment, injection molding machines and robots as capital investment related to 5G equipment and lithium-ion batteries increased. As a result, revenue was ¥28,893 million, up 61.5% year on year, orders were ¥37,680 million, up 119.1%, and order backlog was ¥24,715 million, up 215.9%.」
Demand increased for semiconductor manufacturing equipment and wafer-handling robots, as well as 5G-related equipment and lithium-ion battery-related equipment, driving significant increases in revenue, orders and order backlog. - FY2022-Q1AdvancedAnnual report
「Demand for the servo system product “SANMOTION” increased significantly for electronic component placement equipment, injection molding machines and robots as capital investment in 5G-related equipment and lithium-ion batteries increased. Capital investment by major semiconductor manufacturers was also strong, driving significant increases in demand for semiconductor manufacturing equipment and wafer-handling robots. As a result, revenue was ¥14,666 million, up 80.0% year on year, orders were ¥20,326 million, up 143.6%, and order backlog was ¥21,588 million, up 147.8%.」
Against a backdrop of capital investment in 5G-related equipment, lithium-ion batteries and semiconductors, demand for major applications grew significantly, and orders and order backlog increased substantially year on year. - FY2021AdvancedAnnual report
「Increased capital investment in 5G-related equipment and automobiles in China drove significant growth in demand for the company’s major sales markets, including robots, electronic component placement equipment, injection molding machines and semiconductor manufacturing equipment. Orders were ¥48,073 million, up 44.9% year on year, and order backlog was ¥15,928 million, up 87.0%.」
Against a backdrop of increased capital investment in 5G-related equipment and automobiles in China, demand for major applications grew significantly, driving substantial increases in orders and order backlog. - FY2021-Q3AdvancedAnnual report
「Demand for 5G-related production equipment and metalworking machinery remained strong. From the third quarter, demand also turned upward for medical equipment and the company’s major sales markets, including robots, semiconductor manufacturing equipment, electronic component placement equipment and injection molding machines. Revenue was ¥28,416 million, up 17.5% year on year, orders were ¥30,272 million, up 28.4%, and order backlog was ¥10,372 million, up 39.6%.」
In addition to strong demand for 5G-related production equipment and metalworking machinery, demand in major sales markets turned upward, resulting in increases in revenue, orders and order backlog. - FY2021-Q2Some recovery on 5G; major equipment applications weakAnnual report
「Demand for electronic component placement equipment and metalworking machinery showed signs of recovery against a backdrop of increased demand for communications equipment in China related to 5G. Demand for semiconductor manufacturing equipment, machine tools and robots, however, was weak. Revenue was ¥17,891 million, up 9.6% year on year, orders were ¥17,198 million, up 14.1%, and order backlog was ¥7,823 million, up 15.2%.」
Demand for electronic component placement equipment and metalworking machinery showed signs of recovery against a backdrop of demand for 5G-related communications equipment in China, while demand for semiconductor manufacturing equipment, machine tools and robots was weak. Revenue, orders and order backlog increased for the business overall. - FY2021-Q1AdvancedAnnual report
「Demand for the servo system product “SANMOTION” for electronic component placement equipment and metalworking machinery turned upward against a backdrop of increased demand related to 5G in China. Demand for semiconductor manufacturing equipment and wafer-handling robots remained firm. Demand for machine tools, welding robots and injection molding machines, however, remained weak. As a result, revenue was ¥8,147 million, down 4.2% year on year, orders were ¥8,344 million, up 15.3%, and order backlog was ¥8,713 million, up 28.8%.」
Demand for electronic component placement equipment and metalworking machinery turned upward against a backdrop of demand related to 5G in China, driving increases in orders and order backlog. Demand for machine tools, welding robots and injection molding machines, however, remained weak. - FY2020Some demand recovered; full-year performance weakAnnual report
「Demand for semiconductor manufacturing equipment, robots and electronic component placement equipment recovered as investment in 5G communications and semiconductor industry equipment became more active from the third quarter, but the recovery was insufficient to offset the decline through the second quarter. Demand for machine tools and injection molding machines remained weak throughout the year.」
Demand for semiconductor manufacturing equipment, robots and electronic component placement equipment recovered from the third quarter, but the decline could not be offset for the full year. Demand for machine tools and injection molding machines remained weak. - FY2020-Q3Signs of recovery in some demand; machine tools and other applications weakAnnual report
「Demand for semiconductor manufacturing equipment, robots and electronic component placement equipment showed signs of recovery from the third quarter, following the launch of 5G communications services and increased activity in the semiconductor industry. Demand for machine tools and injection molding machines, however, remained weak.」
The launch of 5G communications services and increased activity in the semiconductor industry from the third quarter brought signs of recovery in demand for semiconductor manufacturing equipment, robots and electronic component placement equipment, while demand for machine tools and injection molding machines remained weak. - FY2020-Q2WorsenedAnnual report
「Orders for machine tools, robots and semiconductors all declined significantly due to the slowdown in the Chinese economy caused by US-China trade friction, weak equipment demand related to smartphones in China and the postponement of capital investment amid a slowdown in the memory market. Revenue was ¥16,318 million, down 37.5% year on year, orders were ¥15,073 million, down 34.7%, and order backlog was ¥6,791 million, down 44.2%.」
Against a backdrop of the slowdown in the Chinese economy, weak equipment demand related to smartphones in China and the slowdown in the memory market, revenue, orders and order backlog for major industries declined significantly. - FY2020-Q1WorsenedAnnual report
「Demand for the servo system product “SANMOTION” declined significantly in industries including machine tools, robots and semiconductor manufacturing equipment against a backdrop of a sharp slowdown in the Chinese economy. Demand for injection molding machines, however, remained firm. Revenue was ¥8,506 million, down 37.0% year on year, orders were ¥7,234 million, down 42.5%, and order backlog was ¥6,765 million, down 52.6%.」
Against a backdrop of a sharp slowdown in the Chinese economy, demand from major industries declined significantly, and revenue, orders and order backlog fell below the prior-year level. - FY2019-Q3WorsenedAnnual report
「Demand for the servo system product “SANMOTION” for injection molding machines and electronic component placement equipment remained firm. However, orders declined significantly as production adjustments by semiconductor manufacturing equipment manufacturers continued for an extended period and capital investment in China fell due to US-China trade friction. Orders were ¥32,208 million, down 26.9% year on year, and order backlog was ¥9,995 million, down 31.6%.」
Demand for injection molding machines and electronic component placement equipment remained firm, while orders and order backlog declined significantly due to prolonged production adjustments by semiconductor manufacturing equipment manufacturers and lower capital investment in China. - FY2019-Q2Chinese capital investment and semiconductor manufacturing equipment applications slowed; other applications strongAnnual report
「Demand for the servo system product “SANMOTION” for injection molding machines and electronic component placement equipment remained strong. However, orders were weak because semiconductor manufacturing equipment manufacturers implemented production adjustments and overall capital investment in China trended downward amid US-China trade friction.」
Demand for injection molding machines and electronic component placement equipment was strong, while orders were weak due to production adjustments by semiconductor manufacturing equipment manufacturers and lower capital investment in China. Orders were down 22.6% year on year and order backlog was down 11.0%. - FY2019-Q1China smartphone-related demand slowed; other major industries strongAnnual report
「Demand for the servo system product “SANMOTION” for machine tools remained sluggish due to lower demand for capital investment related to smartphones in China. Demand for robots, injection molding machines, semiconductor manufacturing equipment and electronic component placement equipment, however, remained strong.」
Demand for machine tools remained sluggish due to lower capital investment related to smartphones in China, while demand for robots, injection molding machines, semiconductor manufacturing equipment and electronic component placement equipment was strong. Revenue was ¥13,502 million and order backlog was ¥14,276 million. - FY2018-Q3AdvancedAnnual report
「Demand for the servo system product “SANMOTION” increased in its major industries, including machine tools, robots, injection molding machines, semiconductor manufacturing equipment and electronic component placement equipment. In particular, demand for semiconductor manufacturing equipment and electronic component placement equipment increased significantly year on year, supported by strong semiconductor demand for automobiles, smartphones and other applications. As a result, revenue was ¥37,108 million, up 42.5% year on year, orders were ¥44,067 million, up 60.0%, and order backlog was ¥14,620 million, up 128.3%.」
Against a backdrop of semiconductor demand for automobiles and smartphones, demand across the major industries served by the servo systems business increased significantly, and order backlog rose 128.3% year on year. - FY2018-Q2AdvancedAnnual report
「Demand for the servo system product “SANMOTION” increased in its major industries, including machine tools, robots, injection molding machines, semiconductor manufacturing equipment and electronic component placement equipment. Demand for machine tools and electronic component placement equipment increased significantly year on year, particularly as capital investment in smartphones for the Chinese market became more active. Revenue was ¥23,800 million, up 40.0% year on year, orders were ¥29,802 million, up 70.0%, and order backlog was ¥13,663 million, up 151.6%.」
Increased demand for machine tools, robots and semiconductor manufacturing equipment, together with more active smartphone-related capital investment in China, resulted in significant increases in revenue, orders and order backlog in the servo systems business. - FY2018-Q1AdvancedAnnual report
「Demand for the servo system product “SANMOTION” was strong for semiconductor manufacturing equipment and robots, as semiconductor-related capital investment remained firm. In addition, increased capital investment in smartphones for the Chinese market drove higher demand for machine tools, general industrial machinery and chip mounters. Revenue was ¥11,570 million, up 33.3% year on year, orders were ¥15,723 million, up 77.3%, and order backlog was ¥11,814 million, up 132.3%.」
Strong demand for semiconductor manufacturing equipment and robots and more active smartphone-related capital investment in China resulted in significant increases in revenue, orders and order backlog in the servo systems business. - FY2017AdvancedAnnual report
「Demand for the servo system product “SANMOTION” remained firm for semiconductor manufacturing equipment and robots, as semiconductor-related capital investment continued to be active. In addition, the recovery in smartphone-related capital investment in China increased demand for machine tools, general industrial machinery and chip mounters. Orders were ¥39,013 million, up 13.2% year on year, and order backlog was ¥7,661 million, up 56.5%.」
Firm demand for semiconductors and robots and the recovery in smartphone-related capital investment in China were reflected in higher orders and order backlog. - FY2017-Q3AdvancedAnnual report
「Demand for the servo system product “SANMOTION” remained firm for semiconductor manufacturing equipment and robots, as semiconductor-related capital investment continued to be active. In addition, capital investment in smartphones in China showed signs of recovery, resulting in increased orders for machine tools, general industrial machinery and chip mounters. As a result, revenue was ¥26,035 million, down 6.7% year on year, orders were ¥27,544 million, up 6.2%, and order backlog was ¥6,404 million, up 50.4%.」
In addition to firm demand for semiconductor manufacturing equipment and robots, the recovery in smartphone-related capital investment in China and increases in orders and order backlog were reported. - FY2017-Q2First statedAnnual report
「Meanwhile, demand for semiconductor manufacturing equipment and robots remained firm.」
It was explained that demand for machine tools was stagnant, while demand for semiconductor manufacturing equipment and robots remained firm.