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Geomatec (6907) · FactFirst stated

Expansion of the Semiconductor Market Driven by AI-Related Investment and Data Center Demand

First written in FY2027-H1. . Latest entry: FY2027-H1.

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How it moved
Same theme, other companies
Expansion in demand related to EVs, HEVs, OLEDs and AI semiconductorsA theme 33 companies write about · 0 as a headwind · 36 as a tailwind

The whole theme swung hardest in 2023: 8 of 27 companies on the "Worse" side.

1 other company's latest entry also says "First stated".

Ridges = years it wrote progress, valleys = years it wrote worse. Most hopeful companies at the back. Drag to turn, scroll to zoom, right-drag to pan. On a phone, two fingers turn and pinch to zoom; one finger scrolls the page.
Showing 14 of the 33 companies compared. The sentences above are computed from all 33.
Full recordFilings, disclosures and news, newest first
  1. FY2027-H1First statedAnnual report

    「In the semiconductor market, increased AI-related investment and demand from data centers continued to remain solid.」

    For the first time, increased AI-related investment and data-center demand can be independently confirmed as demand drivers in the semiconductor market.
Moved together

None of this company's other threads moved the same way in the same document twice or more.

When this could move next
Geomatec's next results are scheduled for 2026-11-06. Read the earnings preview
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Expansion of the Semiconductor Market Driven by AI-Related Investment and Data Center Demand | GEOMATEC CO.,LTD. (6907) | Komori