Soft Electronics Product Sales and Capital Investment Adjustments
First written in FY2016-Q3. 19 of 32 entries say "Restated". Latest entry: 2026-08-05.
Obara Group moved to the "Worse" side of this theme in 2025, 3 years after the typical company in this theme (2022).
The whole theme swung hardest in 2023: 43 of 66 companies on the "Worse" side.
2 other companies' latest entry also says "Softened".
- 2026-08-05SoftenedEarnings
「In the electronics industry, capital investment trends showed signs of improvement as market conditions for advanced semiconductor devices recovered.」
The disclosure described a recovery in market conditions for advanced semiconductor devices and improving capital investment trends, with the emphasis shifting toward improvement from the previous view of recovery in advanced products alongside adjustment in legacy products. - FY2026-H1RestatedAnnual report
「In the electronics industry, market conditions for advanced semiconductor devices recovered, but capital investment trends for legacy products remained under adjustment.」
The disclosure continues to describe a bifurcated environment, with recovering market conditions for advanced semiconductor devices and capital investment adjustments for legacy products. - FY2025-H1SoftenedAnnual report
「In the electronics industry, capital investment trends remained under adjustment, but market conditions for advanced semiconductor devices recovered.」
Although capital investment remained under adjustment, the recovery in market conditions for advanced semiconductor devices was explicitly stated, improving the assessment of the environment from the previous period's focus on softer market conditions for semiconductor memory and other products. - FY2024-Q2RestatedAnnual report
「Meanwhile, in the electronics industry, which is also closely associated with our group, market conditions for semiconductor memory and other products softened, while adjustment-related movements continued in capital investment plans for semiconductor devices.」
The disclosure continues to state that market conditions for semiconductor memory and other products softened and that capital investment plans for semiconductor devices remained under adjustment. - FY2023-Q3RestatedAnnual report
「Against a backdrop including the diversification of applications for advanced semiconductor devices, stable production activity and capital investment continued among our customers in the electronics-related materials sector.」
The disclosure continues to state that production activity and capital investment in electronics-related materials continued steadily against a backdrop of diversified applications for semiconductors. - FY2023-Q2RestatedAnnual report
「Against a backdrop including the diversification of applications for advanced semiconductor devices, stable production activity and capital investment continued among our customers in the electronics-related materials sector.」
The disclosure states that production activity and capital investment in electronics-related materials continued steadily against a backdrop of diversified applications for advanced semiconductor devices. - FY2023-Q1SoftenedAnnual report
「Against a backdrop including the diversification of applications for advanced semiconductor devices, stable production activity and capital investment continued among our customers in the electronics-related materials sector.」
The assessment of the electronics-related environment has improved from the previous period's description of softer market conditions for semiconductor memory and adjustments to capital investment plans to stable production activity and capital investment supported by diversified applications. - FY2022WorsenedAnnual report
「Meanwhile, in the electronics industry, which is also closely associated with our group, market conditions for semiconductor memory softened, and adjustment-related movements were observed in capital investment plans for semiconductor devices.」
The assessment of market conditions has deteriorated from the previous quarter's description of firm demand for advanced semiconductor devices and capital investment to describe softer market conditions for semiconductor memory and adjustments to capital investment plans. - FY2022-Q3RestatedAnnual report
「Against a backdrop including the diversification of applications for advanced semiconductor devices, production activity and capital investment remained firm among our customers in the electronics-related materials sector.」
The disclosure continues to state that production activity and capital investment in electronics-related materials were firm, supported by semiconductor-related demand. - FY2022-Q2RestatedAnnual report
「In the business related to planar polishing equipment, demand for semiconductor memory and other products remained at a high level, while production activity and capital investment remained firm among our customers in the electronics-related materials sector.」
The disclosure continues to state that demand for semiconductor memory and other products remained at a high level and that production activity and capital investment in related materials were firm. - FY2022-Q1RestatedAnnual report
「In the business related to planar polishing equipment, demand for semiconductor memory and other products remained at a high level, while production activity and capital investment remained firm among our customers in the electronics-related materials sector.」
The disclosure essentially maintains the previous quarter's view that demand for semiconductor memory and other products was at a high level and that production activity and capital investment in related materials were firm. - FY2021-Q3RestatedAnnual report
「In the business related to planar polishing equipment, demand for semiconductor memory and other products remained at a high level, while production activity and capital investment remained firm among our customers in the electronics-related materials sector.」
The disclosure continues to state that demand for semiconductor memory and other products remained at a high level and that production activity and capital investment in related materials were firm. - FY2021-Q2RestatedAnnual report
「In the business related to planar polishing equipment, demand for semiconductor memory and other products remained at a high level, while production activity and capital investment remained firm among our customers in the electronics-related materials sector.」
The disclosure continues to state that demand for semiconductor memory and other products remained at a high level and that production activity and capital investment in related materials were firm. - FY2021-Q1RestatedAnnual report
「In the business related to planar polishing equipment, demand for semiconductor memory and other products remained at a high level, while production activity and capital investment remained firm among our customers in the electronics-related materials sector.」
The disclosure continues to state that demand for semiconductor memory and other products remained at a high level and that production activity and capital investment in electronics-related materials were firm. - FY2020RestatedAnnual report
「In the business related to planar polishing equipment, demand for semiconductor memory and other products remained at a high level, while production activity remained firm among our customers in the electronics-related materials sector.」
The disclosure describes demand and production for electronics-related materials as firm, but states that full-year results fell below the previous period due to short-term fluctuations in capital investment volumes. - FY2020-Q3SoftenedAnnual report
「In the business related to planar polishing equipment, supply and demand for flash memory and other products improved, while production activity remained firm among our customers in the electronics-related materials sector.」
Supply, demand and production conditions for electronics-related materials improved, and the planar polishing equipment business performed above the same period of the previous year. - FY2020-Q3SoftenedAnnual report
「In the business related to planar polishing equipment, supply and demand for flash memory and other products improved, while production activity remained firm among our customers in the electronics-related materials sector.」
The disclosure describes improved supply and demand for flash memory and other products and firm production activity in electronics-related materials, indicating that market conditions for the planar polishing equipment business continued to weaken from the previous quarter's description of improved supply and demand and revitalized capital investment. - FY2020-Q2SoftenedAnnual report
「Meanwhile, in the electronics industry, which is also closely associated with our group, demand for advanced products continued to perform well, and some signs of renewed activity in capital investment for semiconductor devices were observed.」
The wording has improved from the previous quarter's description of firm supply and demand for advanced products and a partial resumption of capital investment to describe steady demand for advanced products and partially revitalized capital investment. - FY2020-Q1SoftenedAnnual report
「Meanwhile, in the electronics industry, which is also closely connected with the company's group, there were signs that capital investment in semiconductor devices had begun to resume in some areas while supply and demand for advanced products remained firm.」
The description indicates that supply and demand for advanced products remained firm and that some capital investment in semiconductor devices had resumed, suggesting a weakening risk environment from the supply-and-demand adjustments and cautious capital investment through the previous period. - FY2019RestatedAnnual report
「In the flat-panel polishing equipment business, although supply and demand for advanced products, primarily flash memory, underwent adjustment, production activity and capital investment among the company's customers in electronics-related materials remained solid.」
While continuing to cite adjustments in supply and demand for advanced products, the company also noted that production activity and capital investment in electronics-related materials remained solid. - FY2019-Q3RestatedAnnual report
「Meanwhile, in the electronics industry, which is also closely connected with the company's group, there were signs of more cautious capital investment in semiconductor devices amid a trend toward adjustments in supply and demand for advanced products.」
The company continued to identify more cautious capital investment in semiconductor devices against a backdrop of adjustments in supply and demand for advanced products as an operating-environment risk. - FY2019-Q2RestatedAnnual report
「Meanwhile, in the electronics industry, which is also closely connected with the company's group, there were signs of more cautious capital investment in semiconductor devices amid a trend toward adjustments in supply and demand for advanced products.」
The company described more cautious capital investment in semiconductor devices against a backdrop of adjustments in supply and demand for advanced products as the operating environment continuing from the previous quarter. - FY2019-Q1WorsenedAnnual report
「Meanwhile, in the electronics industry, which is also closely connected with the company's group, there were signs of more cautious capital investment in semiconductor devices amid adjustments in supply and demand for advanced products.」
The description changed from improving supply and demand for advanced products and increased capital investment through the previous period to adjustments in supply and demand and more cautious capital investment in semiconductor devices. - FY2018RestatedAnnual report
「In response to solid sales of major electronics products, including DRAM and flash memory, production activity and capital investment among the company's customers in electronics-related materials recovered markedly.」
The company also described, on a full-year basis, solid sales of major electronics products and a marked recovery in production activity and capital investment. - FY2018-Q3RestatedAnnual report
「In response to solid sales of major electronics products, including DRAM and flash memory, production activity and capital investment among the company's customers in electronics-related materials recovered markedly.」
The company continued from the previous quarter to describe solid sales of major electronics products and a marked recovery in production activity and capital investment. - FY2018-Q2RestatedAnnual report
「In response to solid sales of major electronics products, including DRAM and flash memory, production activity and capital investment among the company's customers in electronics-related materials recovered markedly.」
The company continued from the previous quarter to describe solid sales of major electronics products and a marked recovery in production activity and capital investment. - FY2018-Q1SoftenedAnnual report
「In response to solid sales of major electronics products, including DRAM and flash memory, production activity and capital investment among the company's customers in electronics-related materials recovered markedly.」
In addition to solid sales of major electronics products and a recovery in production activity, capital investment, which had previously been cautious, was also described as recovering markedly, indicating that risks in related market conditions had weakened further. - FY2017-Q3RestatedAnnual report
「In the flat-panel polishing equipment business, production activity among the company's customers in electronics-related materials recovered markedly in response to solid sales of major electronics products, including smartphones, while capital investment showed a cautious recovery.」
While continuing to cite solid sales of major electronics products and a recovery in production activity, the company stated that capital investment remained cautious. - FY2017-Q2SoftenedAnnual report
「In response to solid sales of major electronics products, including smartphones, production activity among the company's customers in electronics-related materials recovered markedly, while capital investment showed a cautious recovery.」
Sales of major products and the recovery in production activity were described more positively than in the previous quarter, and capital investment was described as recovering despite continued caution, indicating a further weakening of market risks. Caution toward capital investment, however, remains. - FY2017-Q1SoftenedAnnual report
「In response to solid sales of major electronics products, including smartphones, production activity among the company's customers in electronics-related materials began to recover, while capital investment remained cautious.」
The description changed from weak to solid sales of major electronics products and to a recovery in production activity. Capital investment, however, remained cautious. - FY2016RestatedAnnual report
「In response to weak sales of major electronics products, including smartphones, capital investment and production activity among the company's customers in electronics-related materials also showed signs of adjustment.」
The company continued to cite weak sales of electronics products and adjustments in capital investment and production activity as the same factors on a full-year basis. - FY2016-Q3First statedAnnual report
「In response to weak sales of major electronics products, including smartphones, capital investment and production activity among the company's customers in electronics-related materials also showed signs of adjustment.」
This was cited as a market risk contributing to weaker-than-expected results in the flat-panel polishing equipment business.