Capital investment demand related to semiconductors and generative AI
First written in FY2024-Q1. 6 of 8 entries say "Advanced", first in FY2024-Q2. Latest entry: 2026-10-26.
No other company in this theme has enough history to compare yet.
- 2026-10-26RestatedEarnings
「生成ＡＩ関連需要の拡大を背景にデータセンター及びＡＩサーバー向けを中心とした需要が底堅く推移いたしました。」
生成AIを背景とするデータセンター・AIサーバー向け需要の拡大を継続して示した。 - FY2026-H1AdvancedAnnual report
「Although the electronic substrates (Note 1) industry in which our Group operates saw strong growth in demand for data centers and AI servers, driven by expanding demand related to generative AI,」
Demand for data centers and AI servers was described as having expanded strongly against a backdrop of demand related to generative AI, providing further detail on the previously reported demand growth. - 2026-07-30AdvancedEarnings
「生成ＡＩ関連需要の拡大を背景に、データセンター及びＡＩサーバー向け需要が力強く拡大した」
生成AI関連需要について、データセンター及びAIサーバー向けの力強い拡大を実績として示した。 - FY2025AdvancedAnnual report
「Overall industry conditions remained firm, supported by replacement demand for PCs following the end of OS support, wider use of generative AI, increased demand for data centers, and a recovery in demand for high-end smartphones.」
In addition to wider use of generative AI and higher demand for data centers, replacement demand for PCs following the end of OS support and a recovery in demand for high-end smartphones were confirmed in the results. - FY2025-H1AdvancedAnnual report
「Demand for data centers remained firm against the backdrop of expanding demand related to generative AI, and」
Against the backdrop of expanding demand related to generative AI, demand for data centers remained firm as an actual industry trend. - FY2024AdvancedAnnual report
「The data-center market showed signs of recovery as new smartphone models were launched and the use of generative AI (artificial intelligence) expanded.」
Signs of recovery in the data-center market were confirmed as an industry trend, against the backdrop of increased use of generative AI and the launch of new smartphone models. - FY2024-Q2AdvancedAnnual report
「Demand for data-center servers and PCs for consumer use increased as the generative AI-related market expanded, although」
Against the backdrop of expansion in the generative AI-related market, higher demand for data-center servers and PCs for consumer use was confirmed as an actual industry trend. - FY2024-Q1First statedAnnual report
「Strong appetite for capital investment in growth areas related to semiconductors and generative AI」
The company first explicitly identified strong appetite for capital investment in growth areas related to semiconductors and generative AI as a factor supporting the recovery of the domestic economy.