Production Recovery among Customers Related to Semiconductor and LCD Manufacturing Equipment
First written in FY2017-Q2. 13 of 34 entries say "Restated". Latest entry: 2026-08-03.
Suzuden moved to the "Worse" side of this theme in 2019, 3 years before the typical company in this theme (2022).
The whole theme swung hardest in 2019: 5 of 14 companies on the "Worse" side.
2 other companies' latest entry also says "Mitigated".
- FY2026RestatedAnnual report
「In the semiconductor market, we expect continued expansion in demand for high-performance semiconductors related to generative AI, along with further investment expansion toward higher demand for advanced memory and other products, and we believe that our order environment will improve.」
The outlook indicates that the order environment is expected to improve against the backdrop of expanded investment in generative AI, high-performance semiconductors and advanced memory. - 2026-05-07MitigatedEarnings
「In the semiconductor market, in addition to continued growth in demand for high-performance semiconductors related to generative AI, further expansion of investment is expected in preparation for increased demand for advanced memory and other products.」
The company added an expectation of an improved order environment in the semiconductor market, supported by increased investment in generative-AI-related products and advanced memory. - FY2025MitigatedAnnual report
「In the semiconductor market, although concerns are expected over slowing investment in automotive and power semiconductors and investment for the Chinese market, investment is expected to expand toward higher demand for HBM, the most advanced memory for AI servers, and GPUs. This is expected to improve our order environment, and we expect sales to increase.」
Although there are concerns about slowing investment in automotive and power semiconductors, the description adds that expanded investment toward higher demand for HBM and GPUs for AI servers is expected to improve the order environment and increase sales. - FY2024WorsenedAnnual report
「Furthermore, from the second quarter onward, there were no signs of recovery in the order environment among major customers, which became a factor weighing on our operating results for the fiscal year.」
The order environment among major customers, including those related to semiconductor manufacturing equipment, did not recover, and full-year sales and profit declined. - FY2024-Q3WorsenedAnnual report
「In addition, from the third quarter onward, some end users of major customers deferred or curtailed their capital investment plans, which also affected our operating results.」
End users of major customers, including those related to semiconductor manufacturing equipment, deferred or curtailed capital investment plans, and the additional impact on operating results was noted. - FY2024-Q2RestatedAnnual report
「Companies showed a cautious approach to production and capital investment amid the prolonged situation in Ukraine, the weakening yen, heightened geopolitical risks including US-China tensions, and the impact of slowing semiconductor demand resulting from the global economic downturn.」
Slowing semiconductor demand and companies' increasingly cautious approach to production and capital investment have continued. - FY2024-Q1WorsenedAnnual report
「Although socioeconomic activity was gradually normalizing as restrictions on activities related to COVID-19 were eased, companies showed a cautious approach to production and capital investment due to the impact of geopolitical risks in the external environment, including the situation in Ukraine and US-China tensions, as well as slowing semiconductor demand resulting from the global economic downturn.」
The description states that companies became more cautious about production and capital investment against the backdrop of slowing semiconductor demand and the global economic downturn, indicating a deterioration in the environment for demand related to semiconductor manufacturing equipment. - FY2023WorsenedAnnual report
「From the fourth quarter onward, the outlook remained uncertain as major customers of semiconductor manufacturing equipment manufacturers, our main sales destination, were affected by slowing semiconductor demand resulting from the global economic downturn. However, at the end of the fiscal year, increased deliveries from suppliers beyond initial expectations contributed to operating results, with both sales and profit exceeding the previous fiscal year's levels.」
While slowing semiconductor demand and uncertainty about the outlook emerged, increased deliveries from suppliers contributed to results for the fiscal year. - FY2023-Q3Capital investment demand entered an adjustment phase, but production activity remained solidAnnual report
「Although capital investment demand among semiconductor manufacturers served by our major customer, semiconductor manufacturing equipment manufacturers, entered an adjustment phase and raised concerns about its impact, continued solid production activity also contributed to our operating results.」
While new concerns were expressed that semiconductor manufacturers' capital investment demand had entered an adjustment phase, production activity at semiconductor manufacturing equipment manufacturers remained solid and contributed to operating results. - FY2023-Q1RestatedAnnual report
「In particular, the continued strong appetite for capital investment by semiconductor manufacturers among customers related to semiconductor manufacturing equipment contributed to our operating results.」
The strong appetite for capital investment by semiconductor manufacturers and its contribution to operating results continued among customers related to semiconductor manufacturing equipment. - FY2022-Q3RestatedAnnual report
「In particular, among major customers related to semiconductor manufacturing equipment, favorable conditions continued in response to increased production and capital investment demand driven by strong semiconductor demand, making a significant contribution to sales and profit.」
The description continues to note increased production and capital investment demand among major customers related to semiconductor manufacturing equipment against the backdrop of strong demand, as well as a significant contribution to sales and profit. - FY2022-Q2AdvancedAnnual report
「In particular, among major customers related to semiconductor manufacturing equipment, favorable conditions continued in response to increased production and capital investment demand at semiconductor manufacturers against the backdrop of strong semiconductor demand and the global semiconductor shortage, making a significant contribution to sales and profit.」
The description states that, in addition to the previous expansion in demand and favorable conditions, increased production and capital investment demand at semiconductor manufacturers against the backdrop of the global semiconductor shortage made a significant contribution to sales and profit among major customers related to semiconductor manufacturing equipment. - FY2022-Q1RestatedAnnual report
「In particular, among customers related to semiconductor manufacturing equipment, production and capital investment remained strong as semiconductor demand expanded and semiconductor manufacturers' appetite for capital investment increased. In addition, increased advance orders by some customers due to concerns about future supply caused by shortages of materials such as semiconductors and resin materials contributed to sales and profit, both of which exceeded the results for the same quarter of the previous year.」
The expansion of semiconductor demand, semiconductor manufacturers' appetite for capital investment, and strong production and capital investment continued, while advance orders against the backdrop of material shortages also contributed to sales and profit. - FY2021AdvancedAnnual report
「In particular, among major customers related to semiconductor manufacturing equipment, conditions remained strong as semiconductor demand expanded with the spread of data centers and 5G communications, while increased demand for capital investment and higher production resulting from the global semiconductor shortage also contributed.」
Conditions progressed from the previous fiscal year's production and capital investment adjustments to higher capital investment and production by major customers against the backdrop of data center and 5G demand and the global semiconductor shortage. - FY2021-Q3RestatedAnnual report
「In particular, among major customers related to semiconductor manufacturing equipment, production and capital investment remained strong due to increased semiconductor demand, led by 5G and data centers, making a significant contribution to sales and profit.」
For major customers related to semiconductor manufacturing equipment, the increase in demand related to 5G and data centers, strong production and capital investment, and contributions to sales and profit were reconfirmed. - FY2021-Q2RestatedAnnual report
「At some customers related to semiconductor manufacturing equipment, advance orders were placed to secure materials and avoid the impact of lockdowns in producing countries. In addition, increased production and solid capital investment accompanying expanding semiconductor demand, including demand related to 5G and data centers, contributed to sales and profit.」
In the semiconductor sector, the description states that, in addition to advance orders, increased production and solid capital investment accompanying expanding demand related to 5G and data centers contributed to sales and profit. - FY2021-Q1RestatedAnnual report
「At some customers related to semiconductor manufacturing equipment, sales were supported by solid capital investment and advance orders placed to secure parts amid concerns about the impact of COVID-19.」
The situation was reconfirmed in which solid capital investment by some customers and advance orders to secure parts amid concerns about the infection contributed to sales in semiconductor-related demand. - FY2020Partial recovery in semiconductor-related demand and advance ordersAnnual report
「Among semiconductor manufacturing equipment manufacturers, our major customers, overseas logic-related investment remained solid. In the third quarter, some capital investment activity emerged as semiconductor-related demand showed signs of recovery, and at the end of the fiscal year, some customers placed advance orders amid concerns about procuring materials due to the spread of COVID-19.」
The description noted solid logic-related investment, a partial recovery in demand, and advance orders at the end of the fiscal year in response to the production and capital investment adjustments in the semiconductor sector that had continued from the previous fiscal year. However, full-year capital investment and sales remained sluggish. - FY2020-Q3WorsenedAnnual report
「At our group, although logic-related capital investment by overseas semiconductor manufacturers among major customers related to semiconductor manufacturing equipment remained solid and some capital investment related to solar power generation and cashless payments was seen, companies across the electrical equipment, electronic components and industrial machinery industries, our main customer base, continued to take a cautious approach to capital investment, and sales remained sluggish.」
Although some logic-related investment remained solid, the main customer base generally continued to take a cautious approach to capital investment, resulting in sluggish sales. - FY2020-Q2WorsenedAnnual report
「Although major customers related to semiconductor manufacturing equipment made upfront logic-related investments at overseas semiconductor manufacturers, sales remained sluggish as production and capital investment adjustments continued.」
Conditions have continued to deteriorate, changing from increased production and strong sales among customers related to semiconductor and LCD manufacturing equipment to continued production and capital investment adjustments by major customers and sluggish sales. - FY2020-Q1WorsenedAnnual report
「Among major customers related to semiconductor manufacturing equipment, production and capital investment adjustments continued amid weak semiconductor demand due to slower investment in data centers and the smartphone market, and revenue consequently remained generally sluggish.」
Customers related to semiconductor manufacturing equipment remain in a phase of adjusting production and capital investment, leading to generally sluggish sales. - FY2019WorsenedAnnual report
「We recognize that trends in production and capital investment, against the backdrop of economic conditions in overseas markets and Japan, are factors that materially affect the operating results of our group. In particular, we recognize that production and capital investment trends among customers related to semiconductor and LCD manufacturing equipment are a major factor.」
Production adjustments and deferred capital investment plans among customers related to semiconductor and LCD manufacturing equipment were confirmed for the full year as the main reasons for the 3.5% year-on-year decline in sales. - FY2019-Q3Production adjustments and declining revenue in the semiconductor sectorAnnual report
「Capital investment plans in the semiconductor industry slowed, particularly because of weak investment for data centres and sluggish demand in the smartphone market. Production adjustments for equipment continued at major customers related to semiconductor manufacturing equipment, and revenue for the current consolidated third-quarter accounting period, from 1 October 2018 to 31 December 2018, was 6.1% below the previous year.」
The description has changed from increased production and strong sales to slowing capital investment plans in the semiconductor-related industry, continued production adjustments by major customers, and quarterly sales falling below the previous year. - FY2019-Q2Declining orders and weak revenue among customers related to semiconductor manufacturing equipmentAnnual report
「In the second quarter, revenue remained sluggish among major customers related to semiconductor manufacturing equipment, owing to a decline in orders resulting from semiconductor manufacturers postponing capital investment.」
Where previous filings had described increased production and strong revenue among customers related to semiconductor and LCD manufacturing equipment, this filing describes declining orders and weak revenue due to semiconductor manufacturers postponing capital investment. - FY2019-Q1RestatedAnnual report
「In particular, investment in semiconductor miniaturisation and greater layering and increased production continued among major customers related to semiconductor and LCD manufacturing equipment, driven by expanding memory demand for data centres, automobiles and industrial equipment, and revenue remained solid.」
Investment in semiconductor miniaturisation and greater layering, increased production and strong revenue among customers related to semiconductor and LCD manufacturing equipment have continued. - FY2018AdvancedAnnual report
「In particular, investment in semiconductor miniaturisation and greater layering continued among customers related to semiconductor and LCD manufacturing equipment, driven by expanding memory demand for data centres, automobiles and industrial equipment, and revenue remained strong throughout the fiscal year.」
Increased production and investment by customers related to semiconductor and LCD manufacturing equipment continued throughout the fiscal year, with an explicitly stated strong contribution to revenue. - FY2018-Q3RestatedAnnual report
「In addition, production increases associated with greater semiconductor layering became more active at major customers related to semiconductor and LCD manufacturing equipment, resulting in strong revenue.」
Increased production by customers related to semiconductor and LCD manufacturing equipment and strong revenue have continued. Although the production increase is described as "more active," no new numerical targets or completed events are presented. - FY2018-Q2RestatedAnnual report
「In particular, production increases associated with greater semiconductor layering continued at major customers related to semiconductor and LCD manufacturing equipment, resulting in strong revenue.」
Increased production by customers related to semiconductor and LCD manufacturing equipment and strong revenue have continued. - FY2018-Q1RestatedAnnual report
「In particular, production increases associated with greater semiconductor layering continued at major customers related to semiconductor and LCD manufacturing equipment from the previous consolidated fiscal year, resulting in strong revenue.」
Increased production by customers related to semiconductor and LCD manufacturing equipment and strong revenue have continued from the previous consolidated fiscal year. - FY2017AdvancedAnnual report
「Production increases associated with semiconductor miniaturisation and greater layering became more pronounced at major customers related to semiconductor and LCD manufacturing equipment from the second quarter, became more evident from the third quarter and continued into the fourth quarter. As a result, revenue remained strong and made a significant contribution to earnings.」
Increased production by customers related to semiconductor and LCD manufacturing equipment continued through the fourth quarter, and its contribution to earnings was explicitly stated. - FY2017-Q3RestatedAnnual report
「Production increases associated with semiconductor miniaturisation and greater layering continued at major customers related to semiconductor and LCD manufacturing equipment from October onward, and conditions generally remained on a gradual recovery trend.」
Increased production by customers related to semiconductor and LCD manufacturing equipment and a general gradual recovery trend continued in the third quarter. - FY2017-Q2First statedAnnual report
「Production increases associated with semiconductor miniaturisation and greater layering, as well as increased production of LCD manufacturing equipment, were observed at major customers related to semiconductor and LCD manufacturing equipment, and a gradual recovery began in the current consolidated second-quarter accounting period, although conditions generally remained sluggish.」
Major customers related to semiconductor and LCD manufacturing equipment showed signs of increased production and a gradual recovery from the second-quarter accounting period, but overall demand conditions were described as sluggish.