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Nikon (7731) · InitiativeAdvanced

Emphasis on profitability and review of the development and production structure in the semiconductor equipment business

First written in FY2017-Q2. 14 of 24 entries say "Advanced", first in FY2017-Q3. Latest entry: 2026-10-23.

24entries
11years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseAdvancedFY2017-Q3 – FY2018AdvancedFY2019WorsenedFY2024-Q2 – FY2025-H1AdvancedFY2025 – 2026-10-232016: 12017: 420172018: 320182019: 120192020: 120202021: 320212022: 320222023: 320232024: 120242025: 220252026: 22026
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  1. 2026-10-23Advancednewspicks.com

    「ニコン、解像度0.5μm半導体露光装置の開発着手…後発も存在感発揮なるか」

    半導体露光装置について、解像度0.5μmの新たな装置開発に着手したと報じられ、開発施策が具体化した。
  2. FY2026AdvancedAnnual report

    「In semiconductor advanced packaging, a new field for the Precision Equipment business, the company developed the DSP-100 digital lithography system, which supports high resolution and large substrates, and began accepting orders.」

    As a new area for the semiconductor equipment business, the company progressed to developing the DSP-100 for advanced packaging and began accepting orders.
  3. FY2026-H1AdvancedAnnual report

    「In the Precision Equipment business, the company began accepting orders for the DSP-100 digital lithography system for semiconductor back-end processes, a first for Nikon.」

    The semiconductor equipment business advanced into a new product area with the start of orders for the DSP-100 digital lithography system for back-end processes.
  4. FY2025AdvancedAnnual report

    「In addition, taking into consideration convenience for customers in their lithography processes, the company began jointly developing with major semiconductor manufacturers a new-platform ArF immersion lithography system designed to be compatible with ArF immersion lithography systems made by other companies.」

    To improve the profitability and competitiveness of the semiconductor equipment business, the company began jointly developing a new-platform ArF immersion lithography system with major semiconductor manufacturers.
  5. FY2025-H1WorsenedAnnual report

    「Meanwhile, the semiconductor lithography equipment segment posted lower revenue and profit due to a decline in unit sales of new equipment.」

    As the company continued to focus on profitability and expand its service business, lower sales volumes of new equipment resulted in lower revenue and profit.
  6. FY2024-Q2WorsenedAnnual report

    「In the semiconductor lithography equipment business, sales volumes of ArF lithography equipment increased, but service revenue declined. As a result, the business as a whole recorded lower revenue and recognized an operating loss.」

    As the company focused on profitability and expanded its service business, the increase in ArF equipment sales was insufficient to offset declines elsewhere, resulting in lower revenue and an operating loss for the business as a whole.
  7. FY2023AdvancedAnnual report

    「In the semiconductor lithography equipment business, revenue and profit increased due to higher sales volumes of new equipment.」

    As the company continued to operate with a focus on profitability, full-year revenue and profit increased due to higher sales volumes of new equipment.
  8. FY2023-Q3RestatedAnnual report

    「In the semiconductor lithography equipment business, although some equipment sales were deferred, revenue and profit increased due to higher sales volumes of new equipment.」

    The company continued to report higher revenue and profit from increased sales of new equipment in the profitability-focused semiconductor lithography equipment business.
  9. FY2023-Q2AdvancedAnnual report

    「In the semiconductor lithography equipment business, revenue and profit increased due to higher sales volumes of new equipment.」

    The profitability-focused semiconductor lithography equipment business generated higher revenue and profit due to increased sales volumes of new equipment.
  10. FY2022AdvancedAnnual report

    「In the semiconductor lithography equipment business, sales volumes of new equipment declined due to shipment delays caused by logistics disruptions associated with the spread of COVID-19 and travel restrictions, but revenue and profit increased compared with the previous fiscal year, when disposal and valuation losses were recognized, due to higher used-equipment sales and increased profit from the service business.」

    While focusing on profitability, the company expanded its used-equipment and service businesses without relying on new equipment, resulting in higher revenue and profit than in the previous fiscal year.
  11. FY2022-Q3AdvancedAnnual report

    「In the semiconductor lithography equipment business, sales volumes of new equipment declined, but profit increased compared with the same period of the previous year, when disposal and valuation losses were recognized, due to higher used-equipment sales and increased profit from the service business.」

    In the semiconductor lithography equipment business, which continued to focus on profitability, higher sales of used equipment and increased profit from the service business contributed to the year-on-year increase in profit.
  12. FY2022-Q2MitigatedAnnual report

    「In the semiconductor lithography equipment business, sales volumes of new equipment declined, but profit increased compared with the same period of the previous year, when disposal and valuation losses were recognized, as sales volumes of used equipment increased.」

    In the semiconductor lithography equipment business, which continued to focus on profitability, profit increased year on year, mainly due to higher sales of used equipment.
  13. FY2021WorsenedAnnual report

    「In the semiconductor lithography equipment business, sales volumes declined and revenue decreased, partly due to the completion of major customers’ investment cycles. Profit also declined, partly because inventory disposal and valuation losses on certain equipment and other assets, as well as impairment losses on property, plant and equipment, were recorded.」

    As the company continued to focus on profitability and establish a consistently profitable business structure, profitability deteriorated due to the completion of customer investment cycles, equipment disposals and valuation losses, and impairment losses.
  14. FY2021-Q3RestatedAnnual report

    「In the semiconductor lithography equipment business, sales volumes declined and revenue fell, partly due to the completion of investment by major customers. In addition, the Company recorded disposal and valuation losses on some equipment and other assets, resulting in lower profit.」

    As operations focused on profitability continued, lower sales following the completion of major customers’ investment cycles, along with equipment disposals and valuation losses, weighed on earnings.
  15. FY2021-Q2WorsenedAnnual report

    「In the semiconductor lithography equipment business, sales volumes declined and revenue fell, partly due to the completion of investment by major customers. In addition, the Company recorded disposal and valuation losses on equipment and other assets converted for development and modification purposes, resulting in lower profit.」

    As operations focused on profitability continued, profitability deteriorated due to lower sales following the completion of major customers’ investment cycles, as well as equipment disposals and valuation losses.
  16. FY2019AdvancedAnnual report

    「In the semiconductor lithography equipment business, although some equipment sales were deferred to the next period, sales of ArF immersion scanners and ArF scanners remained firm, and efficiency improvements from structural reforms progressed, resulting in a return to profitability for the second consecutive period.」

    The effects of structural reforms focused on profitability, including a review of the development and production structure, materialized as the semiconductor lithography equipment business posting profits for the second consecutive period.
  17. FY2019-Q2RestatedAnnual report

    「In the semiconductor lithography equipment business, profit declined due to lower sales volumes of ArF immersion scanners, but structural reforms aimed at establishing a consistently profitable business progressed as planned.」

    The Company reconfirmed that structural reform, including an emphasis on profitability and reviews of the development and production structure, was progressing as planned toward establishing a sustainable profitable structure.
  18. FY2018AchievedAnnual report

    「In the semiconductor lithography equipment business, the Company pursued efficiency improvements through structural reforms and a shift to an operating policy focused on profitability, achieving a return to profitability as planned.」

    In the semiconductor equipment business, the Company advanced measures emphasizing profitability, improving efficiency, and reviewing its development and production structure, and achieved the planned return to profitability.
  19. FY2018-Q3AdvancedAnnual report

    「In the semiconductor lithography equipment business, earnings improved significantly compared with the same period of the previous year, when costs related to structural reforms were recognized.」

    The Company disclosed a substantial improvement in earnings as a result of reducing development costs, establishing a production and sales structure emphasizing profitability, and optimizing inventory levels under the structural reform plan.
  20. FY2018-Q2AdvancedAnnual report

    「As a result of promoting reductions in development costs, a shift to a production and sales structure that thoroughly emphasizes profitability, and optimization of inventory levels under the structural reform plan, the Company substantially improved earnings.」

    In the semiconductor exposure equipment business, the Company promoted reductions in development costs, a production and sales structure emphasizing profitability, and optimization of inventory levels, and disclosed a substantial improvement in earnings.
  21. FY2018-Q1AdvancedAnnual report

    「The semiconductor lithography equipment business increased revenue year on year and improved earnings as sales volumes of ArF immersion scanners and ArF scanners increased.」

    The semiconductor exposure equipment business disclosed improvements in sales and earnings associated with increased unit sales of ArF immersion scanners and ArF scanners.
  22. FY2017AdvancedAnnual report

    「In the semiconductor equipment business, the Company emphasized profitability and sought to minimize the risk of inventory disposal and write-downs.」

    The Company reviewed its development strategy in the semiconductor equipment business and recorded losses on write-downs and disposals of product-related inventories.
  23. FY2017-Q3AdvancedAnnual report

    「The Group has shifted its strategy from sales growth to strengthening earnings power and is implementing structural reforms to improve its business structure and enhance corporate value. Accordingly, during the cumulative third quarter of the fiscal year, it recognized losses related to inventory write-downs and inventory disposals carried out in the semiconductor equipment business as costs related to structural reforms.」

    In the semiconductor equipment business, the Company carried out inventory write-downs and disposals, apparently as part of its planned measures to emphasize profitability and contain inventory risk, and recorded the resulting losses.
  24. FY2017-Q2First statedAnnual report

    「The Company will scale back development of ArF immersion exposure equipment and reduce development costs by reviewing its development strategy. It will place thorough emphasis on profitability by reviewing its sales policy and seek to minimize the risk of inventory disposal and write-downs. It will reduce costs by reviewing its production structure and optimizing its scale. It will reduce fixed costs by reviewing its organization and structure and optimizing its workforce on a scale of approximately 1,000 employees, including through reassignment.」

    In the semiconductor equipment business, the Company will scale back development of ArF immersion exposure equipment, place emphasis on profitability, optimize production scale, and optimize its workforce on a scale of approximately 1,000 employees.
Moved together

"Development of next-generation products, including lithography systems and imaging products" moved the same way as this thread, in the same document, in 15 of its 24 moves.

15141310109★123456
  1. ★This thread
  2. 1Development of next-generation products, including lithography systems and imaging products15×
  3. 2Declining profitability and impairment in the semiconductor equipment business14×
  4. 3Increasing the Value Added and Platformization of the Imaging Business13×
  5. 4Upfront investment burden for new medical-related businesses10×
  6. 5Fundamental structural reform to strengthen earnings capacity and improve the business structure10×
  7. 6Policy of making business portfolio restructuring the top priority9×

★ is this thread; numbers match the list above. The number on a line is how many documents both moved the same way in; lines between the other threads count the documents they moved together in too. Threads that move together often sit closer.

When this could move next
Nikon's next results are scheduled for 2026-11-05. Read the earnings preview
Emphasis on profitability and review of the development and production structure in the semiconductor equipment business | NIKON CORPORATION (7731) | Komori