Investment in High-Value-Added and Next-Generation Products and Strength of Domestic Orders
First written in FY2017-Q2. 5 of 12 entries say "Restated". Latest entry: FY2026.
0 other companies' latest entry also says "Restated".
- FY2026RestatedAnnual report
「In the semiconductor package substrate market, one of our main business areas, active investment in AI data centers has continued in Japan and overseas, and demand for high-performance semiconductor package substrates remained at a high level.」
The company continues to recognize a business environment in which demand for high-performance semiconductor package substrates remained high, supported by investment in AI data centers. - FY2026-H1Steady demand for advanced inspection equipment driven by AI server investmentAnnual report
「In the semiconductor package substrate market, one of the Company's main business fields, demand for the Company's advanced inspection equipment remained solid, supported by active investment by domestic and overseas companies in AI servers for data centers (hereinafter, "DC").」
In contrast to the previous view of a semiconductor market downturn and postponed capital investment, the disclosure states that demand for advanced inspection equipment remained steady, supported by active investment by companies in Japan and overseas in AI servers for data centers. - FY2025-H1Outlook for rising semiconductor demand for generative AIAnnual report
「With the semiconductor market expected to expand going forward, led by semiconductors for generative AI, demand for inspection equipment is also expected to increase. We will work to secure additional orders.」
In addition to the previous view of a semiconductor market downturn and the postponement of China-related projects, the company expects market expansion led by semiconductors for generative AI and rising demand for inspection equipment. - FY2024Semiconductor market downturn and China-related projects carried over to the following periodAnnual report
「Regarding our sales performance for the fiscal year, sales fell below the original plan because the current downturn in the semiconductor market caused order and sales plans, mainly for China-related projects, to slip into the following period.」
The company explains that the semiconductor market downturn and the carryover of China-related projects into the following period resulted in sales falling short of the full-year plan. - FY2024-Q3Semiconductor market downturn and postponement of China-related projectsAnnual report
「Regarding our sales performance for the cumulative third quarter, sales fell below the initial plan because the current downturn in the semiconductor market caused order and sales plans, mainly for China-related projects, to be pushed back from the original schedule.」
The company’s explanation has changed from the previous quarter’s view that the semiconductor market was contracting but showing signs of bottoming out to an explanation that the current market downturn and the postponement of order and sales plans for China-related projects affected results. - FY2024-Q2Signs that the contraction in the semiconductor market has bottomed outAnnual report
「As there are signs that the contraction in the semiconductor market, which had continued since last year, is bottoming out, we will work as a unified company to secure additional orders.」
In addition to the previous view that the semiconductor market was undergoing inventory adjustments and capital investment was being postponed, the company indicates that there are signs the market contraction is bottoming out. - FY2024-Q1Semiconductor inventory adjustment and delayed capital investmentAnnual report
「Many of the company's major customers are postponing the timing of capital investment due to the impact of semiconductor inventory adjustments, but they are preparing to implement their plans as scheduled from the second half of 2023 onward.」
In addition to the previous view that the semiconductor market was performing well and orders were strong, the disclosure notes that major customers are postponing capital investment against a backdrop of inventory adjustments. It also states that preparations are under way for implementation from the second half of 2023 onward. - FY2023-Q3RestatedAnnual report
「Against the backdrop of the currently strong semiconductor market, the company continues to secure orders for its core products, roll-to-roll inspection equipment and flatbed inspection equipment.」
The company reconfirms its recognition that the semiconductor market is strong and that it continues to secure orders for roll-to-roll inspection equipment and flatbed inspection equipment. - FY2023-Q1RestatedAnnual report
「As the semiconductor market remains buoyant, the company has secured orders, mainly from domestic customers, for each of its core products: roll-to-roll inspection equipment, high-performance flatbed inspection equipment and inline inspection equipment」
The company reconfirms its recognition that the buoyant semiconductor market and orders for its core products from domestic customers are continuing. - FY2022RestatedAnnual report
「The semiconductor market remains buoyant. In addition to actively addressing new customer needs, the company will enhance its highly regarded, attentive services and work across the entire organization to win further orders.」
Against the backdrop of a buoyant semiconductor market, customer needs and favorable evaluations of its services, the company continues to aim to win further orders. - FY2022-Q2RestatedAnnual report
「In Japan, inquiries and business negotiations are brisk, but overseas order-acquisition activities have slowed due to the impact of travel restrictions and other factors that remain in place」
The company continues to recognize that inquiries and business negotiations are brisk in the domestic market. Overseas order-acquisition activities, however, have slowed due to the impact of travel restrictions. - FY2017-Q2First statedAnnual report
「In the semiconductor-related industry to which the group belongs, investment in the development of high-value-added and next-generation products has continued, and orders in the domestic market have remained solid.」
The company recognizes that investment in high-value-added and next-generation products is continuing in the semiconductor-related industry and that orders in the domestic market remain solid.