Strength in the semiconductor manufacturing equipment market driven by data centers and high-performance mobile devices
First written in FY2017-Q3. 15 of 34 entries say "Restated". Latest entry: 2026-07-30.
The whole theme swung hardest in 2023: 6 of 15 companies on the "Worse" side.
1 other company's latest entry also says "Cited as achieved".
- 2026-07-30Cited as achievedRevision of earnings forecasts
「In the electronics industry in which our Group operates, growing demand for AI servers for data centers drove growth across the semiconductor market as a whole.」
The company reported that expanding demand for AI servers drove growth across the semiconductor market, reflecting demand related to generative AI and data centers. - FY2026AI Server-Led Market Growth and a Lull in Chinese InvestmentAnnual report
「In the electronics industry in which our Group operates, growing demand for AI servers for data centers drove overall semiconductor market growth. Under these conditions, in the semiconductor manufacturing equipment market, investment in semiconductors for generative AI applications grew significantly, while investment in China showed signs of a pause.」
Growth in investment in semiconductors and advanced packaging for generative AI applications drove market growth, while investment in mature nodes in China showed signs of a pause. - 2026-04-30RestatedEarnings
「Growing demand for AI servers for data centers drove growth across the semiconductor market as a whole.」
The company reaffirmed that demand for AI servers for data centers drove growth in the semiconductor market, while noting that capital investment in China showed signs of leveling off. - FY2026-H1AI server-led market growth and a pause in China's mature-node investment are describedAnnual report
「In the electronics industry in which our Group operates, growing demand for AI servers for data centers drove overall semiconductor market growth. Under these conditions, in the semiconductor manufacturing equipment market, investment in memory for generative AI applications and advanced packaging grew significantly, while investment in mature nodes in China showed signs of a pause compared with the year-earlier period.」
In addition to the previous growth in investment in generative AI and advanced logic, demand for AI servers for data centers is described as having driven market growth. Meanwhile, investment in mature nodes in China showed signs of a pause year on year. - FY2025Growth in generative AI and advanced logic investment is describedAnnual report
「In the semiconductor manufacturing equipment market during the current consolidated fiscal year, investment in memory for generative AI applications and advanced packaging grew significantly, while investment in mature nodes in China also continued. Investment in logic/foundry for advanced nodes also exceeded the previous consolidated fiscal year.」
Following the recovery trend after the previous year's market adjustment, growth in investment in memory and advanced packaging for generative AI applications, China's mature nodes and advanced logic is described. - FY2025-H1Growth in generative AI and advanced logic investment is describedAnnual report
「Under these conditions, in the semiconductor manufacturing equipment market during the six months ended 30 September, investment in memory for generative AI applications and advanced packaging grew significantly, while investment in mature nodes in China also continued. Investment in logic/foundry for advanced nodes also exceeded the year-earlier period.」
In addition to the previous description of a bottoming and recovery trend following the market adjustment, growth in investment in memory and advanced packaging for generative AI applications and in advanced logic/foundry is described. - FY2024Recovery trend following the market adjustment is described for the full fiscal yearAnnual report
「Capital investment in semiconductor manufacturing equipment, which had been undergoing an adjustment, showed signs of bottoming. Although capital investment in memory and advanced logic/foundry semiconductors remained generally restrained, inquiries for advanced packaging equipment for generative AI applications increased.」
While identifying areas where capital investment adjustments continue, the full-year description includes signs of a bottoming, increased inquiries for advanced packaging equipment for generative AI, and resilient investment in China's mature nodes. - FY2024-Q3Signs of a bottoming market adjustment and generative AI demand are describedAnnual report
「Under these conditions, capital investment in semiconductor manufacturing equipment, which had been undergoing an adjustment, showed signs of bottoming during the first nine months of the current fiscal year. Although capital investment in memory and advanced logic/foundry semiconductors remained generally restrained, inquiries for equipment for advanced packaging for generative AI applications increased. In addition, capital investment in China for mature nodes for IoT, automotive and industrial applications, aimed at raising the domestic semiconductor self-sufficiency rate, remained firm, as in the previous consolidated fiscal year. Against the backdrop of the transition to a data-driven society accompanying the expansion of information and communications technology and efforts to achieve a decarbonized society, the role of semiconductors in supporting electronic devices and the importance of technological innovation have increased, and the semiconductor manufacturing equipment market is expected to achieve further medium- to long-term growth.」
In addition to the previous presentation of capital investment adjustments alongside the medium- to long-term growth outlook, signs of a bottoming in the adjustment phase, increased inquiries for advanced packaging equipment for generative AI applications, and the resilience of China's investment in mature nodes are described. - FY2024-Q2Market adjustment and resilience in mature-node investment presented togetherAnnual report
「In the electronics industry in which our Group operates, capital investment in semiconductor manufacturing equipment, which had increased over the past several years, entered a temporary adjustment phase. Nevertheless, the role of semiconductors in supporting electronic devices and the importance of technological innovation have increased against the backdrop of the transition to a data-driven society accompanying the expansion of information and communications technology and efforts to achieve a decarbonized society. Over the medium to long term, the semiconductor manufacturing equipment market is expected to achieve further growth.」
While continuing to describe capital investment in semiconductor manufacturing equipment as being in a temporary adjustment phase, the medium- to long-term market growth outlook supported by a data-driven and decarbonized society has been maintained. - FY2024-Q1Market adjustment and medium- to long-term growth outlook presented togetherAnnual report
「Capital investment in semiconductor manufacturing equipment, which had increased over the past several years, entered a temporary adjustment phase. Nevertheless, the role of semiconductors in supporting electronic devices and the importance of technological innovation have increased against the backdrop of the transition to a data-driven society accompanying the expansion of information and communications technology and efforts to achieve a decarbonized society. Over the medium to long term, the semiconductor manufacturing equipment market is expected to achieve further growth.」
While the explanation has changed from several years of rising capital investment to a temporary adjustment phase, the medium- to long-term market growth outlook supported by the transition to a data-driven and decarbonized society has been maintained. - FY2023The semiconductor manufacturing equipment market reaches a record-high sizeAnnual report
「The role of semiconductors in supporting electronic devices and the importance of technological innovation have increased, and the semiconductor manufacturing equipment market reached its largest-ever size.」
In addition to the previous medium- to long-term market growth outlook, it is stated that the semiconductor manufacturing equipment market reached its largest-ever size during the current consolidated fiscal year. - FY2023-Q3RestatedAnnual report
「Meanwhile, in the electronics industry in which our Group operates, the importance of semiconductors has increased against the backdrop of the transition to a data-driven society accompanying the expansion of information and communications technology and efforts to achieve a decarbonized society, and the semiconductor manufacturing equipment market is expected to achieve medium- to long-term growth.」
The growing importance of semiconductors against the backdrop of the transition to a data-driven society and efforts to achieve a decarbonized society, together with the outlook for medium- to long-term growth in the semiconductor manufacturing equipment market, is being reaffirmed. - FY2023-Q2RestatedAnnual report
「Meanwhile, in the electronics industry in which our Group operates, the importance of semiconductors has increased against the backdrop of the transition to a data-driven society accompanying the expansion of information and communications technology and efforts to achieve a decarbonized society, and the semiconductor manufacturing equipment market is expected to achieve medium- to long-term growth.」
The growing importance of semiconductors against the backdrop of the transition to a data-driven society and efforts to achieve a decarbonized society, together with the outlook for medium- to long-term growth in the semiconductor manufacturing equipment market, is being reaffirmed. - FY2023-Q1RestatedAnnual report
「In the electronics industry in which our Group operates, the importance of semiconductors has increased against the backdrop of the transition to a data-driven society accompanying the expansion of information and communications technology and efforts to achieve a decarbonized society, and the semiconductor manufacturing equipment market is expected to achieve medium- to long-term growth.」
The medium- to long-term growth outlook for the semiconductor manufacturing equipment market, supported by the transition to a data-driven society and efforts to achieve a decarbonized society, is being reaffirmed. - FY2022RestatedAnnual report
「In the electronics industry in which our Group operates, the importance of semiconductors has increased against the backdrop of the transition to a data-driven society accompanying the expansion of information and communications technology and efforts to achieve a decarbonized society, and the semiconductor manufacturing equipment market is expected to achieve further growth.」
The growth outlook for the semiconductor manufacturing equipment market, supported by the transition to a data-driven society and efforts to achieve a decarbonized society, is being reaffirmed. - FY2022-Q3RestatedAnnual report
「In the electronics industry in which our Group operates, the transition to a data-driven society accompanying the expansion of information and communications technology and efforts to achieve a decarbonized society have increased the importance of semiconductors and stimulated investment in semiconductor manufacturing equipment. Medium- to long-term growth is expected as efforts continue to achieve both “Digital” and “Green,” a major global trend.」
The explanation that investment in semiconductor manufacturing equipment is becoming more active against the backdrop of the transition to a data-driven society and efforts toward a decarbonized society, with medium- to long-term growth expected from “Digital × Green,” is being reaffirmed. - FY2022-Q2Acceleration in market expansion and growth expectations driven by digital and green trends are describedAnnual report
「In the electronics industry in which our Group operates, expansion of the semiconductor manufacturing equipment market is accelerating as semiconductor demand rises against the backdrop of the transition to a data-driven society resulting from the expanding applications of information and communications technology such as IoT, AI and 5G, and efforts to achieve a decarbonized society. The semiconductor manufacturing equipment market is expected to achieve further growth through the global megatrend of “Digital × Green.”」
The explanation of demand growth driven by IoT, AI and 5G has been expanded to include the transition to a decarbonized society and “Digital × Green,” along with accelerating market expansion and expectations for further growth. - FY2022-Q1Acceleration in market expansion and expectations for further growth are describedAnnual report
「In the electronics industry in which our Group operates, expansion of the semiconductor manufacturing equipment market is accelerating as semiconductor demand rises against the backdrop of the transition to a data-driven society resulting from the expanding applications of information and communications technology such as IoT, AI and 5G. Although the impact of the novel coronavirus will continue to require close monitoring, the semiconductor manufacturing equipment market is expected to achieve further growth.」
The explanation has shifted to accelerating market expansion and expectations for further growth, supported by rising semiconductor demand associated with IoT, AI and 5G. - FY2021-Q3RestatedAnnual report
「During the first 3 quarters of the current fiscal year, the global economy continued to be affected by the spread of COVID-19, as in the second quarter. However, within the electronics industry in which our group participates, strong semiconductor demand driven by the expanding range of applications for information and communications technologies such as IoT, AI and 5G has kept the semiconductor manufacturing equipment market on an expansionary trend.」
The expansion trend in the semiconductor manufacturing equipment market, supported by expanding applications for information and communications technology such as IoT, AI and 5G and robust semiconductor demand, is being reaffirmed. - FY2021-Q2The semiconductor manufacturing equipment market's expansion trend and recovery to record-high levels are describedAnnual report
「The global economy during the first six months of the current fiscal year continued to be affected by the spread of the novel coronavirus, as in the first quarter of the previous fiscal year. In the electronics industry in which our Group operates, however, demand for semiconductors has increased as applications for information and communications technology such as IoT, AI and 5G have expanded, and the semiconductor manufacturing equipment market has remained on an expansion trend.」
While the impact of the novel coronavirus continues, the market's continued expansion trend is explained as being supported by rising semiconductor demand associated with IoT, AI, 5G and other factors. - FY2021-Q1Market expansion trend maintained even amid the pandemicAnnual report
「The global economy during the first quarter of the current fiscal year was affected by the spread of the novel coronavirus. In the electronics industry in which our Group operates, however, investment is being made against the backdrop of expanding applications for information and communications technology associated with IoT, AI and 5G. In addition, rising demand due to the increase in telework, online classes and the use of video streaming services has put the semiconductor manufacturing equipment market on an expansion trend.」
It is stated that, even amid the impact of the novel coronavirus, the semiconductor manufacturing equipment market shifted to an expansion trend, supported by IoT, AI and 5G, as well as increased telework, online classes and use of video streaming services. - FY2020-Q3The semiconductor manufacturing equipment market shifts to an expansion trendAnnual report
「Although the market was slowing due to declining data center capital investment and sluggish smartphone demand, the semiconductor manufacturing equipment market has shifted to an expansion trend, driven by increased demand for next-generation communications standards (5G), which are beginning to see full-scale adoption, as well as IoT, artificial intelligence (AI) and other factors.」
A shift is described from the slowdown caused by reduced data center investment and sluggish smartphone demand to a market expansion trend driven by increased demand for 5G, IoT and AI. - FY2020-Q2Outlook for a gradual shift from adjustment to recovery and a growth trendAnnual report
「Although capital investment in data centers and smartphone demand are temporarily undergoing an adjustment, the semiconductor manufacturing equipment market is expected to gradually recover and shift to a growth trend, as memory-related capital investment is expected to expand again going forward, driven by increased demand for next-generation communications standards (5G), IoT, artificial intelligence (AI) and other factors.」
While acknowledging the adjustment in data center and smartphone demand, an outlook is presented for renewed growth in memory investment driven by 5G, IoT and AI, and for the market to gradually recover and shift to a growth trend. - FY2020-Q1RestatedAnnual report
「In the electronics industry in which our Group operates, the market is currently undergoing an adjustment due to data center capital investment and a slowing trend in smartphone demand. Over the medium to long term, however, further market expansion is expected, driven by IoT, artificial intelligence (AI), next-generation communications standards (5G) and other factors.」
The recent adjustment driven by data center and smartphone demand is presented alongside the medium- to long-term outlook for market expansion driven by IoT, AI and 5G. - FY2019Market adjustment and long-term growth outlook presented togetherAnnual report
「In light of the business environment described above, the semiconductor market is expected to reach US$1 trillion by 2030, more than double its current size.」
While acknowledging the recent adjustment in memory investment, a medium- to long-term outlook is presented for the semiconductor market to reach US$1 trillion by 2030, driven by AI, 5G and other factors. - FY2019-Q3Reference to slower market growth and demand for new technologiesAnnual report
「In the electronics industry in which our Group operates, semiconductor shipments showed signs of slowing growth due to reduced data center investment and an adjustment in smartphone demand. Over the medium to long term, however, semiconductor demand is expected to expand against the backdrop of advances in new technologies such as artificial intelligence (AI) and next-generation communications standards.」
The previous explanation of strong market conditions driven by data centers and other factors has been supplemented by the recent slowdown in semiconductor shipments, the adjustment in smartphone demand, and the outlook for medium- to long-term demand growth driven by AI and next-generation communications standards. - FY2019-Q2RestatedAnnual report
「Although semiconductor memory prices underwent an adjustment, demand for semiconductors for data centers remained active, and market conditions for semiconductors and electronic components remained firm.」
While referring to the price adjustment in semiconductor memory, the strong market conditions for semiconductors and electronic components are being reaffirmed, supported by data center demand. - FY2019-Q1RestatedAnnual report
「Against the backdrop of a sharp increase in global data traffic accompanying the arrival of the IoT era, capital investment in data centers remained active, and market conditions for semiconductors and electronic components remained strong.」
The increase in data traffic associated with IoT and active capital investment in data centers are being reaffirmed as factors behind the strong market conditions for semiconductors and electronic components. - FY2018RestatedAnnual report
「As high-volume data traffic through various cloud services, including video streaming, increased, investment in data centers remained active and memory demand expanded significantly.」
Cloud services, high-volume data traffic, data center investment and expanding memory demand are being reaffirmed as factors behind the strong semiconductor market. - FY2018-Q3RestatedAnnual report
「In the electronics industry in which our Group operates, demand for memory for data centers and smartphones was strong as data traffic between electronic devices increased, and market conditions for semiconductors and electronic components remained strong.」
The increase in data traffic and strong demand for memory for data centers and smartphones are being reaffirmed as factors behind the strong market conditions for semiconductors and electronic components. - FY2018-Q2RestatedAnnual report
「In the electronics industry in which our Group operates, demand for memory grew significantly due to demand for data center servers, while shipments of logic semiconductors and other products also increased, and market conditions for semiconductors and electronic components remained strong.」
Market conditions remained strong, supported by growth in memory demand from data center servers and increased shipments of logic semiconductors. - FY2018-Q1RestatedAnnual report
「In the electronics industry in which our Group operates, demand for data center servers continued to grow as data traffic increased, and demand for semiconductors and electronic components remained strong.」
The increase in data traffic and growth in demand for data center servers are being reaffirmed as factors behind the strong demand for semiconductors and electronic components. - FY2017RestatedAnnual report
「Demand for data center servers increased as data communications expanded and required greater capacity with the growth of IoT. Semiconductor manufacturers also actively invested in capital expenditure, driven by the enhanced functionality of Chinese-made smartphones and growth in unit sales, among other factors, and the semiconductor manufacturing equipment market remained strong.」
The strong semiconductor manufacturing equipment market, supported by IoT, data centers and more advanced smartphones, is being reaffirmed. - FY2017-Q3First statedAnnual report
「Against a backdrop of increasingly powerful servers accompanying the development of cloud computing, and more advanced and higher-capacity data processing in mobile devices, investment by logic semiconductor manufacturers in advanced technologies and three-dimensional NAND flash memory remained active. The semiconductor manufacturing equipment market therefore remained strong.」
The strong market was attributed to higher-performance servers, more advanced and higher-capacity mobile devices, and investment in advanced technologies and 3D NAND.