Substantial increases in revenue and profit in the semiconductor manufacturing equipment business
First written in FY2018-Q1. 18 of 27 entries say "Advanced", first in FY2018-Q2. Latest entry: FY2026.
The whole theme swung hardest in 2019: 5 of 14 companies on the "Worse" side.
2 other companies' latest entry also says "Restated".
- FY2026RestatedAnnual report
「As the Group comprises a single segment, “Semiconductor Production Equipment,” segment-by-segment information has been omitted.」
The company continues to report the semiconductor production equipment business as a single segment incorporating the FPD production equipment business. - FY2024ReframedAnnual report
「As the reporting structure was changed to a single reporting segment, “Semiconductor Production Equipment,” from the current fiscal year, segment-by-segment information has been omitted.」
For the full year as well, the company has adopted a company-wide single-segment reporting structure incorporating the FPD production equipment business, rather than reporting standalone semiconductor production equipment segment results. - FY2024-Q1WorsenedAnnual report
「As a result, the Group’s consolidated results for the three months ended the first quarter were net sales of ¥391.746 billion, down 17.3% year on year, operating profit of ¥82.433 billion, down 29.9%, ordinary profit of ¥83.046 billion, down 29.4%, and profit attributable to owners of the parent of ¥64.312 billion, down 27.0%. As the reporting structure was changed to a single reporting segment, “Semiconductor Production Equipment,” from the first quarter of the current fiscal year, segment-by-segment information has been omitted.」
After the company changed to a reporting structure with semiconductor production equipment as a single segment, first-quarter results declined on a company-wide basis, with lower sales and profit following increases in both through the same quarter of the previous year. - FY2023AdvancedAnnual report
「The segment’s net sales for the fiscal year were ¥2,155.206 billion, up 10.9% from the previous fiscal year, while segment profit was ¥696.378 billion, up 4.3%.」
The semiconductor production equipment business increased both net sales and segment profit. Sales of new equipment rose 12.9%, while field solutions also grew, supported by cumulative shipments and high utilisation. - FY2023-Q3AdvancedAnnual report
「Capital investment in semiconductors for logic/foundry applications was made across a broad range, from leading-edge to mature generations, against the backdrop of society’s digitalisation. NAND flash memory-related capital investment remained at a high level, supported by demand associated with higher layer counts, but investment was postponed in the second half of the fiscal year due to inventory adjustments, as was investment in DRAM. Against this backdrop, the segment’s net sales for the nine months ended the third quarter were ¥1,611.886 billion, up 15.6% year on year, while segment profit was ¥521.712 billion, up 9.5%.」
Supported by investment in logic/foundry and NAND, driven by higher layer counts, the semiconductor production equipment segment posted a 15.6% increase in net sales and a 9.5% increase in segment profit despite some investment postponements due to inventory adjustments. - FY2023-Q2AdvancedAnnual report
「Capital investment in semiconductors for logic/foundry applications was made across a broad range, from leading-edge to mature generations, against the backdrop of society’s digitalisation. DRAM-related capital investment was reviewed in response to inventory adjustments, while NAND flash memory-related capital investment remained at a high level due to demand associated with higher layer counts. Against this backdrop, the segment’s net sales for the six months ended the second quarter were ¥1,153.065 billion, up 27.3% year on year, while segment profit was ¥386.16 billion, up 26.2%.」
Despite a review of DRAM investment, investment in logic/foundry and NAND, supported by higher layer counts, underpinned higher sales and profit in the semiconductor production equipment segment. - FY2023-Q1WorsenedAnnual report
「Capital investment in semiconductors for logic/foundry applications was made across a broad range, from leading-edge to mature generations, against the backdrop of society’s digitalisation. Capital investment in DRAM and NAND flash memory also remained robust. Against this backdrop, the segment’s net sales for the three months ended the first quarter were ¥464.03 billion, up 6.0% year on year, while segment profit was ¥133.596 billion, down 12.6%.」
The semiconductor production equipment business posted a 6.0% increase in net sales but a 12.6% decline in segment profit, resulting in higher sales but lower profit. - FY2022AdvancedAnnual report
「The segment recorded net sales of ¥1,943.843 billion, up 47.8% year on year, and segment profit of ¥667.437 billion, up 84.1% year on year, for the current consolidated fiscal year.」
The semiconductor production equipment business achieved substantial year-on-year increases in both net sales and profit for the full year, supported by sustained high levels of investment in logic/foundry, DRAM and NAND. - FY2022-Q3AdvancedAnnual report
「Against this backdrop, the segment’s net sales for the nine months ended the third quarter were ¥1,394.565 billion, up 55.0% year on year, while segment profit was ¥476.48 billion, up 100.9%.」
The semiconductor production equipment segment posted a 55.0% increase in net sales and a 100.9% increase in segment profit, supported by robust investment in logic/foundry, DRAM and NAND. - FY2022-Q2AdvancedAnnual report
「Capital investment in logic and foundry semiconductors remained firm across a broad range, from leading-edge to mature nodes, in response to a sharp increase in leading-edge logic investment and rising global demand for semiconductor devices across all applications. Capital investment in DRAM and NAND flash memory was also higher than in the year-earlier period. Against this backdrop, the segment's revenue for the six months ended the second quarter was ¥905.763 billion, up 42.5% year on year, and segment profit was ¥305.948 billion, up 80.7%.」
In the semiconductor production equipment business, investment from leading-edge logic through mature nodes, as well as investment in DRAM and NAND, remained high, resulting in cumulative revenue growth of 42.5% and segment profit growth of 80.7%. - FY2022-Q1AdvancedAnnual report
「Against this backdrop, the segment's revenue for the first quarter was ¥437.924 billion, up 44.2% year on year, and segment profit was ¥152.886 billion, up 82.5%.」
Revenue in the semiconductor production equipment segment increased 44.2% and segment profit increased 82.5%, driven by firm capital investment in logic/foundry, DRAM and NAND. - FY2021AdvancedAnnual report
「The segment's revenue for the fiscal year was ¥1,315.2 billion, up 24.0% from the previous fiscal year, and segment profit was ¥362.526 billion, up 34.0%.」
The semiconductor production equipment business achieved growth in both revenue and profit for the full year, driven by increased investment in logic/foundry and NAND and a recovery in DRAM investment. The segment profit margin rose to 27.6%. - FY2021-Q3AdvancedAnnual report
「Customer capital investment remained firm amid expanding semiconductor demand. Inventory adjustments progressed in memory, improving supply-demand conditions, while capital investment in logic and foundry semiconductors also remained high. Against this backdrop, the segment's revenue for the nine months ended the third quarter was ¥899.762 billion, up 19.6% year on year, and segment profit was ¥237.186 billion, up 26.4%.」
The semiconductor production equipment segment achieved year-on-year growth in both revenue and profit, supported by memory inventory adjustments, improving supply-demand conditions and sustained high investment in logic and foundry semiconductors. - FY2021-Q2AdvancedAnnual report
「Against the backdrop of rising semiconductor demand described above, equipment installations were brought forward across multiple applications, and revenue exceeded the plan. In addition to NAND flash memory, where supply-demand conditions were improving, capital investment in DRAM and logic/foundry semiconductors remained firm, and the semiconductor production equipment market recovered to a quarterly record-high level. Against this backdrop, the segment's revenue for the six months ended the second quarter was ¥635.457 billion, up 35.2% year on year, and segment profit was ¥169.272 billion, up 47.1%.」
The semiconductor production equipment business exceeded the plan, with cumulative revenue up 35.2% and segment profit up 47.1%, driven by installations being brought forward and firm investment in memory and logic/foundry semiconductors. - FY2021-Q1AdvancedAnnual report
「Supply-demand conditions for DRAM and NAND flash memory improved against the backdrop described above, leading to a recovery from the previous fiscal year. Capital investment in logic and foundry semiconductors also continued, and the semiconductor production equipment market remained firm. Against this backdrop, the segment's revenue for the first quarter was ¥303.772 billion, up 53.3% year on year, and segment profit was ¥83.776 billion, up 80.2%.」
The semiconductor production equipment segment shifted from lower revenue and lower profit in the year-earlier period to revenue growth of 53.3% and segment profit growth of 80.2%, driven by improving memory supply-demand conditions and continued investment in logic and foundry semiconductors. - FY2020WorsenedAnnual report
「The segment's revenue for the fiscal year was ¥1,060.997 billion, down 9.1% from the previous fiscal year, and segment profit was ¥270.496 billion, down 17.2%.」
Although investment in logic and foundry semiconductors and improving memory supply-demand conditions provided support, full-year revenue fell 9.1% and profit fell 17.2% in the semiconductor production equipment segment. - FY2020-Q3The declines in sales and earnings narrowedAnnual report
「Capital investment in logic and foundry semiconductors remained strong. NAND flash memory and DRAM were undergoing a temporary adjustment, but the market is expected to move toward expansion as supply-demand conditions improve. Against this backdrop, the segment's revenue for the nine months ended the third quarter was ¥752.032 billion, down 14.3% year on year, and segment profit was ¥187.675 billion, down 23.4%.」
The semiconductor production equipment segment recorded lower revenue and profit year on year, but the rates of decline narrowed from the previous cumulative quarter. The commentary also notes strong investment in logic/foundry semiconductors and improving supply-demand conditions in the memory market. - FY2020-Q2WorsenedAnnual report
「Against this backdrop, the segment's revenue for the six months ended the second quarter was ¥470.004 billion, down 26.4% year on year, and segment profit was ¥115.089 billion, down 37.5%.」
Revenue and segment profit in the semiconductor production equipment segment declined year on year in the six months ended the second quarter, amid an adjustment in memory investment. - FY2020-Q1WorsenedAnnual report
「Against this backdrop, the segment's revenue for the first quarter was ¥198.137 billion, down 29.3% year on year, and segment profit was ¥46.483 billion, down 40.7%.」
Revenue and segment profit in the semiconductor production equipment segment both declined year on year, against a backdrop of slowing data center demand and an adjustment in memory investment. - FY2019AdvancedAnnual report
「The segment's revenue for the fiscal year was ¥1,166.781 billion, up 10.6% from the previous fiscal year, and segment profit was ¥326.716 billion, up 3.9%.」
The semiconductor production equipment segment achieved growth in both revenue and profit for the full year, with etch equipment, coaters/developers, used equipment, refurbishments, parts and services all growing. - FY2019-Q3AdvancedAnnual report
「The semiconductor production equipment market has recently entered an adjustment phase amid signs of slowing data center and smartphone demand, including revisions to capital investment plans by some memory manufacturers. Nevertheless, the segment's revenue for the nine months ended the third quarter was ¥877.982 billion, up 20.4% year on year, and segment profit was ¥244.990 billion, up 14.6%.」
Even as the semiconductor production equipment market entered an adjustment phase, revenue for the nine months ended the third quarter was ¥877.982 billion and segment profit was ¥244.990 billion, representing year-on-year growth in both revenue and profit. - FY2019-Q2AdvancedAnnual report
「The segment's revenue for the six months ended the second quarter was ¥638.457 billion, up 30.9% year on year, and segment profit was ¥184.225 billion, up 27.2%.」
Revenue and segment profit in the semiconductor production equipment segment both increased year on year, driven by mobile and data center demand. - FY2019-Q1AdvancedAnnual report
「Driven by data center demand, semiconductor manufacturers continued to invest in equipment for DRAM, 3D NAND flash memory and logic semiconductors, and the semiconductor production equipment market remained strong. Against this backdrop, the segment's revenue for the first quarter was ¥280.4 billion, up 26.3% year on year, and segment profit was ¥78.366 billion, up 18.4%.」
Revenue and segment profit in the semiconductor production equipment segment both increased year on year, driven by investment in DRAM, 3D NAND and logic semiconductors amid data center demand. - FY2018AdvancedAnnual report
「The segment's revenue for the fiscal year was ¥1,055.234 billion, up 40.7% from the previous fiscal year, and segment profit was ¥314.602 billion, up 72.2%.」
The semiconductor production equipment segment achieved growth in both revenue and profit for the full year, driven by investment in memory for data centers, 3D NAND and logic semiconductors. - FY2018-Q3AdvancedAnnual report
「Supply and demand for DRAM and NAND flash memory remained tight amid expanding data center demand, and strong capital investment in memory continued. Capital investment in logic semiconductors also continued to meet server demand, and the semiconductor production equipment market remained strong. Against this backdrop, the segment's revenue for the nine months ended the third quarter was ¥729.154 billion, up 44.0% year on year, and segment profit was ¥213.863 billion, up 85.8%.」
Revenue and segment profit in the semiconductor production equipment segment increased year on year, driven by data center demand and investment in memory and logic semiconductors. - FY2018-Q2AdvancedAnnual report
「The segment's revenue for the six months ended the second quarter was ¥487.743 billion, up 49.2% year on year, and segment profit was ¥144.829 billion, up 102.2%.」
Revenue and segment profit in the semiconductor production equipment segment both increased substantially, driven by investment in memory and logic semiconductors for servers. - FY2018-Q1First statedAnnual report
「Against this backdrop, the segment's revenue for the first quarter was ¥221.969 billion, up 69.7% year on year, and segment profit was ¥66.170 billion, up 147.6%.」
Revenue and profit in the semiconductor production equipment segment increased substantially year on year, driven by server demand and investment in 3D NAND.