Capital investment appetite in the electronic device-related market
First written in FY2017-Q1. 15 of 34 entries say "Restated". Latest entry: FY2027-H1.
The whole theme swung hardest in 2019: 16 of 26 companies on the "Worse" side.
5 other companies' latest entry also says "Other".
- FY2027-H1Revenue increased, but profit was flat due to product mix and higher manufacturing costsAnnual report
「In the semiconductor-related market, demand for capital investment in data centers for generative AI and other applications remained high, driving the construction and expansion of semiconductor manufacturing plants. Sales of liquid-borne particle counters used in those plants remained strong, resulting in higher revenue than in the previous interim consolidated accounting period. However, the cost ratio rose in the current interim consolidated accounting period due to the reversal of the concentration of sales of lower-cost products in the previous interim consolidated accounting period and higher manufacturing costs, including raw materials, leaving operating profit at the same level as in the previous interim consolidated accounting period.」
Demand related to data centers for generative AI and other applications and strong sales of liquid-borne particle counters continued, but the reversal of the concentration of sales of lower-cost products a year earlier and higher manufacturing costs resulted in a 3.8% increase in revenue and a 2.3% decline in segment profit. - FY2026AdvancedAnnual report
「In the semiconductor-related market, demand for capital investment in data centers for generative AI and other applications remained high, driving the construction and expansion of semiconductor manufacturing plants. Sales of liquid-borne particle counters used in those plants remained strong.」
Data centers for generative AI and other applications were explicitly identified as demand drivers. Revenue for the particle measurement instruments business was ¥9.711 billion, up 1.7% from the previous fiscal year. However, profit declined due to expanded facilities and higher development costs for leading-edge models. - 2026-05-25OtherGeneral Meetings of Shareholders
「微粒子計測器事業の売上高は97億1,133万円（前期比1.7％増）、営業利益は23億9,156万円（前期比14.0％減）となりました。」
生成AI向けデータセンター等の設備投資需要を背景に増収となった一方、設備等の増強や最先端機種に関連する開発費の増加により減益となった。 - FY2026-H1AdvancedAnnual report
「In the semiconductor-related market, demand for capital investment in data centers for generative AI and other applications remained high, driving the construction and expansion of semiconductor manufacturing plants. Sales of liquid-borne particle counters used in those plants remained strong, resulting in higher revenue than in the previous interim consolidated accounting period.」
Capital investment in data centers for generative AI and other applications was explicitly identified as a new demand driver. The particle measurement instruments business reported revenue of ¥4,978 million, up 8.2% from the previous interim period. However, profit declined due to expanded facilities and higher development costs for leading-edge models. - FY2025AdvancedAnnual report
「In the semiconductor-related market, demand for particle counters used in semiconductor manufacturing plants remained high as new plants were built and existing plants expanded worldwide in response to geopolitical risks. Sales of liquid-borne particle counters therefore remained strong. In addition, production efficiency improved through the expansion of facilities and other resources to meet strong product demand, enabling both revenue and operating profit to reach record highs.」
Demand for liquid-borne particle counters remained high against a backdrop of new and expanded semiconductor manufacturing plants, and improved production efficiency from expanded facilities also contributed, bringing revenue and operating profit for the particle measurement instruments business to record highs. - FY2025-H1AdvancedAnnual report
「In addition, production efficiency improved further as the Company expanded its facilities and other resources to meet strong product demand, resulting in higher revenue and profit than in the previous interim consolidated accounting period.」
The particle measurement instruments business reported revenue of ¥4,599 million and segment profit of ¥1,499 million, up 34.0% and 66.5%, respectively, year on year. Improvements in production efficiency from expanded facilities and other resources progressed further. - FY2024New and expanded semiconductor plants and geopolitical considerations explicitly identified as demand driversAnnual report
「In the semiconductor-related market, demand for particle counters used in semiconductor manufacturing plants remained high as new plants were built and existing plants expanded worldwide in response to geopolitical risks, among other factors」
In addition to the previous explanation citing active capital investment in the semiconductor-related market, the construction and expansion of plants worldwide in response to geopolitical risks has been specified as a demand driver. - FY2024-Q3RestatedAnnual report
「Capital investment in the semiconductor-related market remained steady, and demand for particle counters used in semiconductor manufacturing plants remained high, resulting in strong sales of liquid-borne and airborne particle counters.」
The Company continued to report high capital investment in the semiconductor-related market and strong demand for liquid-borne and airborne particle counters. - FY2024-Q2AdvancedAnnual report
「Investment in new and expanded facilities continued at a steady pace in the semiconductor-related market, and demand for particle counters used in semiconductor manufacturing plants remained high. Sales of liquid-borne and airborne particle counters therefore remained strong. In addition, the Company expanded its facilities and other resources to meet strong product demand, improving production efficiency and resulting in higher revenue and profit than in the same quarter a year earlier.」
In addition to strong demand in the semiconductor-related market, improved production efficiency from expanded production facilities was confirmed, contributing to higher revenue and profit for the particle measurement instruments business. - FY2024-Q1Demand for overseas liquid-borne and domestic airborne particle counters explicitly identifiedAnnual report
「Active capital investment continued in the semiconductor-related market, and sales of particle counters used in semiconductor manufacturing plants remained strong. Demand for liquid-borne particle counters remained robust overseas, while demand for airborne particle counters grew in Japan, resulting in higher revenue and profit than in the same quarter a year earlier.」
While strength supported by active capital investment in the semiconductor-related market continued, the breakdown of demand has been specified as overseas demand for liquid-borne particle counters and domestic demand for airborne particle counters. - FY2023Data center-related investment explicitly identified as a demand driverAnnual report
「Data center-related capital investment remained active as use of cloud services expanded, and strong sales of liquid-borne particle counters used in semiconductor manufacturing plants resulted in higher revenue.」
In addition to the previously cited active capital investment in the semiconductor-related market, data center investment associated with greater use of cloud services has been identified specifically as a demand driver. - FY2023-Q3RestatedAnnual report
「While the global semiconductor shortage persisted, active capital investment continued, and strong sales of liquid-borne particle counters used in semiconductor manufacturing plants resulted in higher revenue, but」
While the semiconductor shortage persisted, strong sales of liquid-borne particle counters supported by active capital investment and revenue growth continued. - FY2023-Q1RestatedAnnual report
「In the semiconductor-related market, where severe semiconductor shortages continued, active capital investment also continued, and strong sales of liquid-borne particle counters used in semiconductor manufacturing plants enabled both revenue and operating profit to exceed those of the same quarter a year earlier.」
While semiconductor shortages continued, strong sales of liquid-borne particle counters supported by active capital investment and outperformance of the previous-year level continued. - FY2022-Q3RestatedAnnual report
「In the semiconductor-related market, where severe semiconductor shortages continued, active capital investment also continued, and sales of liquid-borne particle counters used in semiconductor manufacturing plants remained strong.」
While severe semiconductor shortages continued, active capital investment in the semiconductor-related market and strong sales of liquid-borne particle counters continued. - FY2022-Q2RestatedAnnual report
「In the semiconductor-related market, where severe semiconductor shortages continued, active capital investment also continued」
While semiconductor shortages continued, the Company maintained its view that active capital investment in the semiconductor-related market would continue. - FY2022-Q1RestatedAnnual report
「In the semiconductor-related market, where severe semiconductor shortages continued, active capital investment also continued, enabling sales of liquid-borne particle counters used in semiconductor manufacturing plants to exceed the strong level recorded in the same quarter a year earlier」
Active capital investment in the semiconductor-related market and strong sales of liquid-borne particle counters continued. However, operating profit for the particle measurement instruments business fell below the previous-year level due to higher period expenses. - FY2021AdvancedAnnual report
「As a result, revenue for the current consolidated fiscal year reached a record high, with higher revenue and profit than in the previous consolidated fiscal year.」
Against a backdrop of active capital investment in the semiconductor-related market and investment related to PCs and data centers, full-year revenue for the particle measurement instruments business was ¥5,172 million, up 13.5% from the previous fiscal year, reaching a record high. - FY2021-Q3AdvancedAnnual report
「In the semiconductor-related market, where active capital investment continued, investment in PCs and data centers associated with the increase in telework and online education also contributed, and sales of liquid-borne particle counters used in semiconductor manufacturing plants remained strong. As a result, cumulative revenue for the third quarter of the consolidated fiscal year reached a record high, with higher revenue and profit than in the same quarter a year earlier.」
In addition to continued capital investment in the semiconductor-related market, investment related to PCs and data centers boosted demand, and cumulative third-quarter revenue for the particle measurement instruments business reached a record high. - FY2021-Q2AdvancedAnnual report
「In the semiconductor-related market, where active capital investment continued, investment in PCs and data centers associated with increased telework and online education also contributed to demand, and sales of liquid-borne particle counters used in semiconductor manufacturing plants remained strong. As a result, first-half revenue reached a record high, with higher revenue and profit than in the same quarter a year earlier.」
In addition to continued capital investment in the semiconductor-related market, increased demand from telework and online classes contributed to growth, and first-half revenue centered on liquid-borne particle counters reached a record high. Revenue rose 22.4% year on year and segment profit increased 68.4%. - FY2021-Q1AdvancedAnnual report
「In the semiconductor-related market, where active capital investment continued, demand also expanded due to the increase in telework and online classes, and sales of liquid-borne particle counters used in semiconductor manufacturing plants remained strong」
For the particle measurement instruments business, which had cited weaker global demand in the previous fiscal year, continued capital investment in the semiconductor-related market, together with increased demand for telework and online classes, became growth drivers. Revenue increased 17.4% year on year and operating profit rose 61.3%. - FY2020WorsenedAnnual report
「Although sales of leading-edge liquid-borne particle counters to the semiconductor-related market remained strong, the particle measurement instruments business as a whole fell short of the previous consolidated fiscal year due to weaker global demand, resulting in lower revenue and profit.」
Sales of leading-edge models remained strong, but weaker global demand reduced revenue by ¥181 million and segment profit by ¥229 million for the business as a whole. - FY2020-Q3RestatedAnnual report
「Although sales of leading-edge liquid-borne particle counters to the semiconductor-related market remained strong, sales of other liquid-borne particle counters and airborne particle counters fell short of the strong level recorded in the same quarter a year earlier, resulting in lower revenue and profit year on year.」
Leading-edge models remained strong, but other liquid-borne and airborne particle counters failed to reach the previous-year level, and the particle measurement instruments business continued to report lower revenue and profit. - FY2020-Q2Leading-edge models remained strong, but the business as a whole turned to lower revenue and profitAnnual report
「Although sales of leading-edge liquid-borne particle counters to the semiconductor-related market remained strong, sales of other liquid-borne particle counters and airborne particle counters fell short of the strong level recorded in the same quarter a year earlier, resulting in lower revenue and profit for the particle measurement instruments business as a whole.」
Leading-edge models for the semiconductor-related market remained strong, but other liquid-borne and airborne particle counters fell below the previous-year level, resulting in a 4.2% decline in revenue and a 13.3% decline in operating profit for the business as a whole. - FY2019RestatedAnnual report
「Revenue exceeded that of the previous consolidated fiscal year, as sales of liquid-borne particle counters remained strong in the semiconductor-related market.」
Strong sales of liquid-borne particle counters in the semiconductor-related market and outperformance of the previous fiscal year continued for the full fiscal year. - FY2019-Q3RestatedAnnual report
「Revenue exceeded that of the same quarter a year earlier, as sales of liquid-borne particle counters remained strong in the semiconductor-related market.」
Strong sales of liquid-borne particle counters in the semiconductor-related market and year-on-year revenue growth have continued. - FY2019-Q2RestatedAnnual report
「Revenue exceeded that of the same quarter a year earlier, as sales of liquid-borne particle counters remained strong in the semiconductor-related market.」
Strong sales of liquid-borne particle counters in the semiconductor-related market and year-on-year revenue growth have continued. - FY2019-Q1RestatedAnnual report
「Revenue exceeded that of the same quarter a year earlier, as sales of liquid-borne particle counters remained strong in the semiconductor-related market.」
Strong sales of liquid-borne particle counters in the semiconductor-related market and year-on-year revenue growth have continued. - FY2018-Q3RestatedAnnual report
「Revenue substantially exceeded that of the same quarter a year earlier, as sales of liquid-borne particle counters remained strong in the semiconductor-related market.」
Strong sales of liquid-borne particle counters in the semiconductor-related market and substantial revenue growth have continued. - FY2018-Q2RestatedAnnual report
「In particle measurement instruments, in addition to sales of liquid-borne particle counters remaining strong in the semiconductor-related market,」
Strong sales of liquid-borne particle counters in the semiconductor-related market have continued. - FY2018-Q1RestatedAnnual report
「In particle measurement instruments, in addition to sales of liquid-borne particle counters remaining strong in the electronic device-related market,」
Strong sales of liquid-borne particle counters, supported by capital investment in the electronic device-related market, have continued. - FY2017RestatedAnnual report
「In particle measurement instruments, sales of liquid-borne particle counters remained strong, mainly overseas and centered on leading-edge models, amid robust capital investment appetite in the electronic device-related market, and revenue substantially exceeded that of the previous consolidated fiscal year.」
The Company confirmed for the full fiscal year that robust capital investment appetite in the electronic device-related market and strong sales of liquid-borne particle counters, centered on leading-edge models overseas, continued. - FY2017-Q3AdvancedAnnual report
「In particle measurement instruments, sales of liquid-borne particle counters remained strong, mainly overseas and centered on leading-edge models, amid continued high capital investment appetite in the electronic device-related market, resulting in substantial revenue growth.」
Against a backdrop of high capital investment appetite, sales of liquid-borne particle counters, centered on leading-edge models overseas, generated substantial revenue growth. - FY2017-Q2Sales progressed beyond the level supported by the large order received a year earlierAnnual report
「Sales of liquid-borne particle counters remained strong amid continued high capital investment appetite in the electronic device-related market, and revenue exceeded the level recorded in the same quarter a year earlier, when results were strong on a large order.」
Sales of liquid-borne particle counters were strong against a backdrop of high capital investment appetite, and revenue exceeded the level generated by the large order received in the same period a year earlier. - FY2017-Q1First statedAnnual report
「Sales of liquid-borne particle counters remained firm amid continued strong capital investment appetite in the electronic device-related market, but results were below those of the same quarter a year earlier, when the Company received a large domestic order.」
Capital investment appetite in the electronic device-related market remained high, supporting sales of liquid-borne particle counters, but sales did not reach the level achieved with the large domestic order received a year earlier.