Solid start for the semiconductor-related mask business driven by strong demand for electronic components
First written in FY2018-Q1. 11 of 31 entries say "Restated". Latest entry: 2026-11-13.
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- 2026-11-13Cited as achievedEarnings presentation
「半導体向けめっきマスク等の販売伸長に加え、大英エレクトロニクス株式会社の新規連結（2026年７月～９月分）が売上高に223百万円寄与しました。セグメント売上高は前年同期比25.0％増加し、同社の寄与額を除いても約17.5％の増収となりました。」
半導体向けめっきマスク等の販売伸長と大英エレクトロニクスの連結寄与により、半導体関連マスクの中間期売上高が増加した実績を記載している。 - FY2026Higher revenue and operating profit from semiconductor-related masksAnnual report
「As a result, sales in the semiconductor-related mask segment were ¥6.388 billion, up 5.0% year on year, and operating profit was ¥566 million, up 28.4% year on year.」
Although a full recovery was not achieved due to the sluggish Chinese economy and the slowdown in the EV market, sales and profit increased on demand from AI servers, smartphones and communications devices, as well as domestic equipment renewals and site reorganisations. - FY2026-H1WorsenedAnnual report
「The global semiconductor market continued to recover gradually but did not reach a full recovery due to the sluggish Chinese economy, uncertainty over US tariff policy and the impact of the weak global EV market. By sector, AI server-related business remained solid, while shipments in the automotive sector were weak.」
The semiconductor market recovered only gradually and did not reach a full recovery due to the sluggish Chinese economy, US tariff policy and the weak EV market. It also notes weak shipments in the automotive sector, while AI server-related business remained solid. - FY2025Higher sales and profit amid a recovery trendAnnual report
「As a result, sales in the semiconductor-related mask segment were ¥6.081 billion, up 10.3% year on year, and operating profit was ¥441 million, up 128.1% year on year.」
Although the semiconductor market had not reached a full recovery, the semiconductor-related mask business posted higher sales and profit against a backdrop of demand from AI servers, smartphones, communications devices and other applications. - FY2025-H1Gradual recovery in the semiconductor market, with a full recovery in sightAnnual report
「Signs of a gradual recovery began to emerge in the global semiconductor market, and demand for the Group's various masks followed a gradual recovery trend. However, a full recovery was not achieved due to changes in global conditions, the slowdown in the Chinese economy and other factors. A full recovery is expected in the second half of fiscal 2024.」
Although the global semiconductor market showed signs of recovery and demand recovered gradually, a full recovery was not achieved, with a full recovery expected in the second half of fiscal 2024. - FY2024-Q3Signs of recovery in the semiconductor market, but some demand remains weakAnnual report
「During the third quarter of the current consolidated fiscal year, signs of a gradual recovery began to emerge in the global semiconductor market, but the outlook remained uncertain due to changes in global conditions and the slowdown in the Chinese economy. Some products, including automotive products, showed signs of recovery, while products for PCs and smartphones remained weak.」
Although signs of recovery were seen in the global semiconductor market and automotive products, uncertainty caused by the slowdown in the Chinese economy and other factors persisted, as did weakness in products for PCs and smartphones. - FY2024-Q1WorsenedAnnual report
「The cooling of the global semiconductor market that emerged at the end of last year continued during the first quarter of the current consolidated fiscal year. Although some products, including automotive products, were beginning to recover from the impact of the semiconductor shortage and customer inventory adjustments, demand for products for PCs and smartphones remained weak due to the fading of stay-at-home demand during the COVID-19 pandemic, the slowdown in the Chinese economy caused by US-China trade tensions, and the impact of global interest rate increases. We expect the current semiconductor downturn to continue for the time being, and the outlook for a recovery remains uncertain.」
The cooling of the global semiconductor market continued, while demand for PCs and smartphones remained weak due to the slowdown in the Chinese economy and higher interest rates. The semiconductor downturn is expected to continue for the time being, and the outlook for a recovery is described as uncertain. - FY2023WorsenedAnnual report
「However, the impact of US-China trade tensions, which had been a concern, emerged from the end of last year, and the global semiconductor market slowed sharply, forcing the semiconductor-related mask business of the Group to slow as well.」
The description changed from higher overall sales and a recovery in automotive demand through the third quarter to the emergence of the impact of US-China trade tensions and a sharp slowdown in the global semiconductor market, which also slowed the semiconductor-related mask business. - FY2023-Q3Overall sales increased and automotive demand recovered despite declines in some shipmentsAnnual report
「Customer inventory adjustments resulting from the global semiconductor shortage and the lockdown in Shanghai caused shipments of some products, including those for smartphones, to decline. Meanwhile, automotive products had begun to recover, and demand for fifth-generation mobile communications systems (5G), servers and other applications remained solid, resulting in higher sales for the business as a whole.」
Although some shipments declined due to the semiconductor shortage, the Shanghai lockdown and customer inventory adjustments, the business as a whole posted higher sales on the recovery in automotive demand and demand for 5G and servers. - FY2023-Q2Overall sales increased despite declines in some shipmentsAnnual report
「Customer inventory adjustments continued due to the global semiconductor shortage and the lockdown in Shanghai, resulting in lower shipments of some products, including those for automobiles and smartphones. However, demand for fifth-generation mobile communications systems (5G), servers and other applications remained solid, resulting in higher sales for the business as a whole.」
Although shipments of some products declined due to the semiconductor shortage, the Shanghai lockdown and customer inventory adjustments, the semiconductor-related mask business as a whole posted higher sales on demand for 5G and servers. - FY2023-Q1Limited impact amid the semiconductor shortage and inventory adjustmentsAnnual report
「Shipments of some products, including automotive products, declined due to the global semiconductor shortage and customer inventory adjustments, but the impact was limited as demand for fifth-generation mobile communications systems (5G) and servers remained solid.」
Although shipments of automotive and other products declined due to the semiconductor shortage and customer inventory adjustments, demand for 5G and servers remained solid, limiting the impact on the business as a whole. - FY2022RestatedAnnual report
「In the semiconductor-related mask business, shipments of automotive products and other items declined due to the global semiconductor shortage, but the overall impact of COVID-19 was limited. Performance remained strong throughout the year as the business captured demand for digital information devices such as smartphones and PCs and peripherals, driven by fifth-generation mobile communications systems (5G), the spread of teleworking among companies, and rising stay-at-home demand.」
Despite declines in automotive shipments and the semiconductor shortage, the business maintained strong performance throughout the year by capturing demand for digital devices related to 5G, teleworking and stay-at-home consumption. - FY2022-Q2RestatedAnnual report
「In the semiconductor-related mask business, shipments of automotive products and other items declined due to the global semiconductor shortage, but the overall impact of COVID-19 was limited. Performance continued to be strong as the business captured demand for digital information devices such as PCs and peripherals driven by fifth-generation mobile communications systems (5G), the spread of teleworking among companies, and stay-at-home demand.」
Despite a decline in automotive shipments due to the global semiconductor shortage, the business captured demand for digital devices related to 5G, teleworking and stay-at-home consumption, maintaining strong performance overall. - FY2022-Q1Maintaining strong performance despite a decline in automotive demandAnnual report
「In the semiconductor-related mask business, shipments of automotive products declined due to the global semiconductor shortage, but the impact of COVID-19 was limited. Performance remained strong as the business captured demand for fifth-generation mobile communications systems (5G), the spread of teleworking among companies, and digital information devices such as PCs and peripherals driven by stay-at-home demand.」
Despite a decline in automotive shipments due to the global semiconductor shortage, the business as a whole performed strongly by capturing demand for digital devices related to 5G, teleworking and stay-at-home consumption. - FY2021Full-Year Revenue and Profit GrowthAnnual report
「Over the full year, sales and profit increased as the business captured demand for digital information devices such as PCs and peripherals driven by demand for fifth-generation mobile communications systems (5G) and the spread of teleworking among companies.」
Despite declines in automotive shipments and other factors, the semiconductor-related mask business posted higher sales and profit for the full year by capturing demand for 5G- and teleworking-related digital devices. - FY2021-Q2Slight increase in sales, strong profitAnnual report
「Sales increased slightly, while profit remained strong, as the business captured demand for digital information devices such as PCs and peripherals driven by demand for fifth-generation mobile communications systems (5G) and the spread of teleworking among companies.」
Despite a decline in shipments of automotive products, the business captured demand for 5G- and teleworking-related devices and peripherals, changing from a slight decline in sales in the previous quarter to a slight increase, while maintaining solid profit. - FY2021-Q1Slight decline in sales, solid profitAnnual report
「In the semiconductor-related mask business, the impact of COVID-19 was limited. Although shipments of automotive products declined as automakers pursued production cuts, sales declined slightly while profit remained solid, as the business captured demand for digital information devices such as PCs and peripherals driven by demand for fifth-generation mobile communications systems (5G) and the spread of teleworking among companies.」
Despite a decline in automotive shipments, the business captured demand for 5G- and teleworking-related digital devices and peripherals, resulting in a slight decline in sales while profit remained solid. - FY2020RestatedAnnual report
「The impact of the spread of COVID-19 was relatively limited, and the business also captured demand for fifth-generation mobile communications systems (5G). However, as the electronic components market remained sluggish due to the slowdown in the Chinese economy amid escalating US-China trade tensions, sales and profit struggled throughout the year.」
While the impact of COVID-19 was relatively limited and the business captured 5G demand, it continued to describe sales and profit as struggling throughout the year due to the sluggish electronic components market caused by the slowdown in the Chinese economy. - FY2020-Q3WorsenedAnnual report
「In the semiconductor-related mask business, the electronic components market remained sluggish as the Chinese economy slowed amid escalating US-China trade tensions, forcing products, particularly those for FA equipment, smartphones and tablets, to struggle in both sales and profit.」
The previous assessment of solid performance supported by strong demand for electronic components has deteriorated to a sluggish electronic components market caused by the slowdown in the Chinese economy, with sales and profit for products targeting FA equipment, smartphones and tablets struggling. - FY2020-Q2WorsenedAnnual report
「In the semiconductor-related mask business, the electronic components market remained sluggish as the Chinese economy slowed amid escalating US-China trade tensions, forcing products, particularly those for smartphones and tablets, to struggle in both sales and profit.」
The assessment changed from strong and solid demand for electronic components to a sluggish electronic components market caused by the slowdown in the Chinese economy, with sales and profit for smartphone and tablet products struggling in particular. - FY2020-Q1Slight weakening from strongAnnual report
「Meanwhile, although the semiconductor-related mask business showed some slight weakening compared with the previous fiscal year, sales and profit remained solid as electronic components for automotive equipment, smartphones, tablets and other applications continued to perform well.」
The description changed to state that, although strength supported by demand for electronic components has been maintained, some slight weakening was seen compared with the previous fiscal year. - FY2019RestatedAnnual report
「In the semiconductor-related mask business, performance remained solid as electronic components for automotive equipment, smartphones, tablets and other applications performed well.」
Against a backdrop of demand for electronic components used in automotive equipment, smartphones, tablets and other applications, the semiconductor-related mask business remained solid for the full year. - FY2019-Q3RestatedAnnual report
「Meanwhile, the semiconductor-related mask business continued to perform well in both sales and operating profit, as electronic components for automotive equipment, smartphones, tablets and other applications continued to perform strongly.」
The semiconductor-related mask business has maintained strong sales and operating profit against a backdrop of demand for electronic components used in automotive equipment, smartphones, tablets and other applications. - FY2019-Q2RestatedAnnual report
「Meanwhile, the semiconductor-related mask business continued to perform well in both sales and operating profit, as electronic components for automotive equipment, smartphones, tablets and other applications continued to perform strongly.」
The semiconductor-related mask business has maintained strong sales and operating profit against a backdrop of demand for electronic components used in automotive equipment, smartphones, tablets and other applications. - FY2019-Q1RestatedAnnual report
「Meanwhile, the semiconductor-related mask business got off to a strong start in both sales and operating profit, as electronic components for automotive equipment, smartphones, tablets and other applications performed well.」
Against a backdrop of demand for electronic components used in automotive equipment, smartphones, tablets and other applications, the semiconductor-related mask business got off to a strong start in both sales and operating profit. - FY2018RestatedAnnual report
「Supported by the globally strong electronic components industry, performance remained solid during the consolidated fiscal year.」
It notes that the semiconductor-related mask business remained solid for the full year, supported by demand for electronic components used in automobiles, FA equipment, solar cells and smartphones. - FY2018-Q3RestatedAnnual report
「In the semiconductor-related mask business, revenue and operating profit both remained strong, supported by strong demand for electronic components for automobiles, FA equipment, solar cells, smartphones and other applications. The results of 東京プロセスサービス（株）, which joined the Group last year, were included from the fourth quarter of the fiscal year ended March 2017, while its results were included as an incremental contribution from the first through third quarters of the fiscal year ended March 2018.」
Sales and operating profit in the semiconductor-related mask business have remained strong against a backdrop of demand for electronic components. It also notes that 東京プロセスサービス' results were added as a net increase from the first through third quarters of the period. - FY2018-Q2RestatedAnnual report
「In the semiconductor-related mask business, revenue and operating profit both remained strong, supported by strong demand for electronic components for automobiles, FA equipment, solar cells, smartphones and other applications, continuing from the first quarter.」
Supported by strong demand for electronic components for automobiles, FA equipment, solar cells, smartphones and other applications, strong revenue and operating profit in the semiconductor-related mask business have continued from the first quarter. - FY2018-Q1First statedAnnual report
「In the semiconductor-related mask business, including 東京プロセスサービス（株）, which became a subsidiary in November last year, revenue and operating profit both got off to a solid start, supported by strong demand for electronic components for automobiles, FA equipment, solar cells, smartphones and other applications.」
The filing states that revenue and operating profit in the semiconductor-related mask business, including 東京プロセスサービス, got off to a solid start against a backdrop of strong demand for electronic components for automobiles, FA equipment, solar cells, smartphones and other applications.