Divergence between semiconductor-related orders and sales/shipments
First written in FY2017-Q1. 12 of 31 entries say "Mitigated", first in FY2017-Q2. Latest entry: 2026-08-07.
No other company in this theme has enough history to compare yet.
- 2026-08-07MitigatedEarnings
「Demand for logic semiconductors driven by advances in AI technology continued to increase, and global semiconductor sales rose. In Japan, sales related to semiconductor manufacturing equipment continued to increase year on year, benefiting from higher demand for AI-related semiconductors in line with global trends.」
Growth in demand for AI-related logic semiconductors and higher sales related to semiconductor manufacturing equipment continued. - FY2026-H1RestatedAnnual report
「Demand for logic and memory semiconductors continued to expand as AI technology advanced, driving strong activity in the semiconductor market. In Japan, benefiting from growth in demand for AI-related semiconductors in line with global trends, sales related to semiconductor manufacturing equipment continued to increase from the same period of the previous year.」
Growth in demand for AI-related logic and memory semiconductors and higher sales related to semiconductor manufacturing equipment continued. - FY2025MitigatedAnnual report
「Globally, demand continued to expand, particularly for logic semiconductors, alongside advances in AI-related technology. In Japan, benefiting from growth in demand for AI-related semiconductors in line with global trends, sales related to semiconductor manufacturing equipment increased from the same period of the previous year.」
Growth in demand for AI and logic semiconductors and year-on-year growth in sales related to semiconductor manufacturing equipment indicate that the semiconductor market downturn and the gap between orders and sales are easing. - FY2025-H1Higher sales coexist with stagnant sales of proprietary productsAnnual report
「In addition to our repair and refurbishment business, we focused our sales activities on manufacturing sites, equipment and maintenance departments. As a result, repair and refurbishment projects for peripheral equipment used in semiconductor manufacturing equipment increased, and sales of components for semiconductor etching equipment continued to grow. Although these factors lifted sales, sales of our high-margin proprietary products failed to grow, resulting in lower segment profit.」
Repair and refurbishment projects and component sales related to semiconductors increased, while sales of high-margin proprietary products failed to grow, resulting in higher sales but weak profitability. - FY2024MitigatedAnnual report
「Globally, semiconductor-related sales increased year on year, reversing the decline seen in the previous fiscal year. In Japan, sales of semiconductor manufacturing equipment increased year on year, and semiconductor-related fields, including automotive and power semiconductors, began to show signs of recovery.」
Semiconductor-related sales and semiconductor manufacturing equipment sales increased year on year, shifting from the previous fiscal year's market downturn toward recovery. - FY2024-Q3Semiconductor market recovery and declining manufacturing equipment sales coexistAnnual report
「Globally, semiconductor-related sales continued to decline year on year, but signs of recovery emerged, including a return to year-on-year growth by the end of the fiscal year. In Japan, sales of semiconductor manufacturing equipment declined year on year, while production and investment in automotive and power semiconductors remained robust.」
Semiconductor-related sales recovered to year-on-year growth by the end of the fiscal year, while semiconductor manufacturing equipment sales declined and production and investment in automotive and power semiconductors remained robust, highlighting continued divergence across segments. - FY2024-Q2Semiconductor market recovery alongside lower equipment salesAnnual report
「In the global market, semiconductor-related sales declined from the same period of the previous year, when digitalization during the COVID-19 pandemic drove strong activity, but the market as a whole showed signs of recovery. In Japan, production of automotive and power semiconductors was robust and investment in various types of semiconductors generally increased, but sales of semiconductor manufacturing equipment continued to trend downward amid capital expenditure cuts by major global companies.」
The semiconductor-related market as a whole is showing signs of recovery, and investment in automotive and power semiconductors is increasing, while sales of semiconductor manufacturing equipment are trending downward due to capital expenditure cuts by major global companies. - FY2024-Q1Semiconductor sales recovering alongside lower equipment sales due to reduced capital investmentAnnual report
「Within the industry, global semiconductor sales were recovering but declined compared with the year-earlier period, which had been buoyed by digitalization during the COVID-19 pandemic. In Japan, demand sectors shifted, with investment in automotive and power semiconductors growing, but sales of semiconductor manufacturing equipment continued to trend downward due to capital investment cuts by major global companies.」
Semiconductor sales were recovering but declined year on year, while growth in automotive and power semiconductor investment coincided with lower manufacturing equipment sales due to capital investment cuts by major companies. - FY2023-Q3AdvancedAnnual report
「For our Group, as a result of focusing sales activities on equipment and maintenance departments, the number of repair and refurbishment projects for equipment components at semiconductor front-end plants increased. Sales of our proprietary rotary joints and related products also increased to semiconductor manufacturing equipment manufacturers, where business was strong.」
Both repair and refurbishment projects for equipment components at semiconductor front-end plants and sales of proprietary products to semiconductor manufacturing equipment manufacturers increased. - FY2023-Q2AdvancedAnnual report
「For our Group, as a result of focusing sales activities on manufacturing sites, equipment and maintenance departments in addition to the repair and refurbishment business, sales increased for sealing materials and consumable components used in semiconductor manufacturing equipment, our proprietary wet-process micronization equipment, G-smasher, and rotary joints.」
Increased sales of sealing materials, consumable components, G-smasher and rotary joints were noted through the repair and refurbishment business and sales activities targeting manufacturing sites, equipment and maintenance departments. - FY2022-Q3MitigatedAnnual report
「Within the industry, demand continued to expand while supply shortages persisted, and global semiconductor sales increased from the year-earlier period. Among devices, memory showed particularly strong growth, and major semiconductor manufacturers announced capital investment plans to increase production.」
Semiconductor demand, global sales and memory demand grew, and major semiconductor manufacturers announced investment plans to increase production, indicating that the risk of weak sales and shipments is easing. Supply shortages, however, continue. - FY2022-Q2AdvancedAnnual report
「For our Group, as a result of focusing on strengthening our manufacturing capabilities and repair services, expanding sales of new digital products and pursuing activities linked to the recycling business, sales of sealing materials, rotary joints and cleaning equipment for semiconductor manufacturing equipment grew.」
Growth in sales of sealing materials, rotary joints and cleaning equipment for semiconductor-related applications was specifically noted, indicating progress on the sales side from the previous weak phase accompanied by a divergence between orders and sales. - FY2022-Q1AdvancedAnnual report
「For our Group, as a result of focusing on strengthening our manufacturing capabilities and repair services, expanding sales of new digital products and pursuing activities linked to the recycling business, sales of sealing materials and polishing-material recycling equipment for semiconductor manufacturing equipment grew.」
Growth in sales of sealing materials and polishing-material recycling equipment for semiconductor manufacturing was noted, indicating concrete sales progress from the previous weak phase accompanied by a divergence between orders and sales. - FY2021AdvancedAnnual report
「Semiconductor demand driven by the spread of 5G and demand for automotive semiconductors coincided, resulting in growth in both global sales of semiconductor manufacturing equipment and global sales of semiconductor materials.」
Global sales of both semiconductor manufacturing equipment and semiconductor materials grew, and sales to the electronics and semiconductor industries increased 13.1% year on year. - FY2021-Q3MitigatedAnnual report
「Within the industry, demand for electronic components driven by the spread of 5G was strong, and demand for electronic components and semiconductors driven by increasing automotive electronics and electrification, which had been affected by the COVID-19 pandemic, also recovered, resulting in strong overall performance.」
In addition to 5G-related demand, demand for electronic components and semiconductors driven by increasing automotive electronics and electrification also recovered, indicating that the market weakness accompanied by a divergence between orders and sales and shipments is easing. - FY2021-Q2RestatedAnnual report
「Within the industry, although demand for electronic components driven by the spread of 5G remained firm, the outlook for demand for electronic components and semiconductors driven by increasing automotive electronics and electrification was uncertain due to the decline in automotive production caused by the COVID-19 pandemic. For our Group, as a result of implementing various measures addressing such issues as strengthening our manufacturing capabilities and repair services and developing the automotive semiconductor sector, orders for our proprietary cleaning equipment declined, but orders from electronics and semiconductor manufacturers for processed ceramic products, our proprietary joint products and pumps grew, exceeding the year-earlier period.」
Firm 5G-related demand coexisted with an uncertain outlook for semiconductor demand in the automotive sector. The decline in orders for our proprietary cleaning equipment and the increase in orders for related products also continued. - FY2021-Q1Declining orders for proprietary cleaning equipment alongside increased orders for related productsAnnual report
「For our Group, as a result of implementing various measures addressing such issues as strengthening our manufacturing capabilities and repair services and developing the automotive semiconductor sector, orders for our proprietary cleaning equipment declined, but orders from electronics and semiconductor manufacturers for processed ceramic products, our proprietary joint products, pumps and carbon components grew, exceeding the year-earlier period.」
Orders for our proprietary cleaning equipment declined, while orders for processed ceramic products, our proprietary joint products, pumps and carbon components grew, and sales to the electronics and semiconductor industries exceeded the year-earlier period. - FY2020-Q3RestatedAnnual report
「Within the industry, although demand for 5G-related electronic components provided support, demand for electronic components and semiconductors slowed due to deteriorating profitability from falling memory prices and the increasing use of electronics and electrification in automobiles and higher functionality in industrial equipment, and overall performance remained weak.」
While 5G-related demand provided support, the slowdown in demand for electronic components and semiconductors and weak conditions continued. - FY2020-Q2RestatedAnnual report
「Within the industry, although demand for 5G-related electronic components provided support, demand for electronic components and semiconductors slowed due to deteriorating profitability from falling memory prices and the increasing use of electronics and electrification in automobiles and higher functionality in industrial equipment, and overall performance remained weak. For our Group, inquiries for our proprietary micronization equipment, bonding equipment and maintenance services were strong, and sales of seals grew, but orders for consumables such as our proprietary joint products and filters declined, resulting in performance below the year-earlier period. As a result, total sales to the electronics and semiconductor industries amounted to ¥1,970 million, down 3.9% year on year.」
While 5G-related demand provided support and inquiries for and sales of some products were strong, demand for electronic components and semiconductors slowed, and orders for our proprietary joint products and filters and segment sales fell below the year-earlier period. Weak conditions have continued since the previous quarter. - FY2020-Q1WorsenedAnnual report
「Within the industry, although uncertainty remained, including deteriorating profitability due to falling memory prices, demand for electronic components and semiconductors, driven by increasing automotive electronics and electrification and higher functionality in industrial equipment, also showed signs of gradually declining, and overall performance remained weak.」
In addition to deteriorating profitability due to falling memory prices, demand for electronic components and semiconductors gradually declined, and the industry was considered weak overall. - FY2019RestatedAnnual report
「Although uncertainty remained, including deteriorating profitability due to falling memory prices, demand for electronic components and semiconductors remained firm, driven by new smartphones, increasing automotive electronics and electrification, and higher functionality in industrial equipment, and the industry grew moderately overall.」
Although uncertainty over deteriorating profitability due to falling memory prices remained, demand for electronic components and semiconductors was firm, and the industry was considered to have achieved moderate growth. - FY2019-Q3RestatedAnnual report
「Within the industry, although uncertainty remained, including deteriorating profitability due to falling memory prices, demand for electronic components and semiconductors remained firm, driven by new smartphones, increasing automotive electronics and electrification, and higher functionality in industrial equipment, and the industry grew moderately overall.」
Although uncertainty from falling memory prices remained, demand for electronic components and semiconductors was firm, and the industry as a whole was considered to have achieved moderate growth. - FY2019-Q2RestatedAnnual report
「Within the industry, although uncertainty remained, including deteriorating profitability due to falling memory prices, demand for electronic components and semiconductors remained high, driven by new smartphones, increasing automotive electronics and electrification, and higher functionality in industrial equipment, and overall performance remained favorable.」
Although falling memory prices created uncertainty, demand for electronic components and semiconductors remained high, and the industry was considered to have performed favorably overall. - FY2019-Q1MitigatedAnnual report
「Within the industry, although demand for smartphones was weak, sales of electronic components and semiconductors driven by the increasing use of electronics and electrification in automobiles were strong, and overall performance remained favorable.」
Although demand for smartphones was weak, sales of electronic components and semiconductors were strong on the back of increasing automotive electronics and electrification, and overall performance was considered favorable. - FY2018-Q3MitigatedAnnual report
「Within the industry, demand for electronic components for new smartphones, game consoles and automobiles remained firm. Demand for memory used as storage media in data centers also continued, and semiconductor manufacturers in Japan and overseas expanded capital investment to increase production.」
Demand for electronic components and memory remained firm, and semiconductor manufacturers in Japan and overseas expanded capital investment. The risk of divergence between orders and sales and shipments is easing. - FY2018-Q2MitigatedAnnual report
「Against a sharp increase in demand for semiconductor memory used as storage media in data centers handling big data, and strong demand for components in the automotive and industrial machinery markets, capital investment expanded. For our Group, sales of bonding tools and pumps continued to grow, mainly in the repair and refurbishment business, in response to strong new construction and refurbishment projects in the industry, while sales of seals and rotary joints also contributed to higher revenue.」
Demand for semiconductor memory and capital investment expanded, while sales in the repair and refurbishment business and related products also grew. The risk of divergence between orders and sales and shipments is easing. - FY2018-Q1MitigatedAnnual report
「Within the industry, demand for memory-related products increased for smartphones with advanced functionality, corporate data centers, automotive applications and IoT-related fields, leading to expanded capital investment. For our Group, sales of bonding tools and pumps grew, mainly in the repair and refurbishment business, while sales of our proprietary cleaning equipment and rotary joints also contributed to higher revenue.」
Demand for memory-related products and capital investment expanded, while sales of bonding tools, pumps, proprietary cleaning equipment and rotary joints also grew, indicating that the risk of divergence between semiconductor-related orders and sales is easing. - FY2017MitigatedAnnual report
「Within the industry, sales of semiconductor manufacturing equipment exceeded the previous year, driven by the resumption of investment by major semiconductor manufacturers and increased investment in 3D-NAND flash memory. Sales of electronic components, supported by shipments for automotive applications as well as smartphones in China, turned to a full-fledged recovery.」
The resumption of investment by major semiconductor manufacturers, increased investment in 3D-NAND, sales of equipment exceeding the previous year, and a full-fledged recovery in electronic component sales were noted, indicating that the risk is continuing to decline. - FY2017-Q3MitigatedAnnual report
「Within the industry, global semiconductor sales showed a marked recovery trend, and both orders and sales of semiconductor manufacturing equipment made in Japan increased.」
The semiconductor market recovery became more pronounced, and both orders and sales of manufacturing equipment increased. - FY2017-Q2MitigatedAnnual report
「Within the industry, the global semiconductor market, which had been weak, showed a clear recovery trend, and domestic manufacturers' orders for semiconductor manufacturing equipment exceeded the year-earlier period.」
The recovery trend in the global semiconductor market and domestic manufacturers' orders for semiconductor manufacturing equipment exceeding the year-earlier period were noted, indicating that the previous market weakness accompanied by a divergence between orders and sales and shipments is easing. - FY2017-Q1First statedAnnual report
「Capital investment by major overseas semiconductor companies remained firm, and orders for semiconductor manufacturing equipment exceeded the year-earlier period, but sales of semiconductor manufacturing equipment and shipments of electronic components declined.」
The market situation was characterized by firm orders but declining sales and electronic component shipments.