Decline in Transactions Due to Deteriorating U.S. Market Conditions for Chemicals and Films Used in Semiconductor Applications
First written in FY2017-Q2. 15 of 35 entries say "Mitigated", first in FY2018-Q1. Latest entry: 2026-08-25.
GSI Creos moved to the "Worse" side of this theme in 2024.
3 other companies' latest entry also says "Mitigated".
- FY2026MaterialisedAnnual report
「Transactions in Chinese-made wafers remained firm, but net sales fell 42.8% year on year to ¥6,085 million and operating income fell 73.6% to ¥120 million, owing to the continuing U.S. semiconductor export restrictions on China and the impact of changes in distribution channels for certain products.」
Semiconductor export restrictions on China and changes in transaction channels appeared in full-year results as declines of 42.8% in sales and 73.6% in operating income in the semiconductor business. - FY2026-H1MaterialisedAnnual report
「Although transactions in Chinese-made wafers remained firm, net sales declined 54.6% year on year to ¥2,717 million and operating income declined 89.1% to ¥35 million due to the continuing U.S. semiconductor export restrictions on China and the impact of changes in transaction channels for certain transactions, among other factors.」
U.S. semiconductor export restrictions on China and changes in transaction channels for certain transactions appeared in the results as declines of 54.6% in sales and 89.1% in operating income in the semiconductor business, despite firm Chinese-made wafer transactions. - FY2025Transaction growth and higher profit amid continued semiconductor market adjustmentAnnual report
「Although some recovery was evident in the semiconductor market, overall market conditions remained in an adjustment phase. Stable demand for components used in manufacturing equipment and other products and increased transactions in Chinese-made wafers drove net sales up 18.9% from the previous fiscal year to ¥10,640 million, and operating income up 11.5% to ¥457 million.」
Although semiconductor market conditions remained in an adjustment phase, the semiconductor business captured demand for components used in manufacturing equipment and Chinese-made wafers, resulting in higher sales and operating income. - FY2025-H1Continued semiconductor market adjustment coexisted with transaction growthAnnual report
「Although some recovery was evident in the semiconductor market, overall market conditions remained in an adjustment phase. Supported by continuing demand for components used in manufacturing equipment and other products, net sales increased 5.1% year on year to ¥5,987 million, and operating income increased 6.3% to ¥328 million.」
Although the semiconductor market remained in an adjustment phase, continuing demand for components used in manufacturing equipment and other products resulted in higher sales and operating income in the semiconductor-related business. - FY2024-Q3MaterialisedAnnual report
「In addition to the continued adjustment in semiconductor market conditions, transactions at the Chinese sales subsidiary declined due to the impact of U.S. semiconductor export restrictions on China and other factors. As a result, net sales declined 13.4% year on year to ¥7,830 million, and operating income declined 53.1% to ¥343 million.」
The adjustment in semiconductor market conditions and U.S. export restrictions on China appeared in the results as a decline in transactions at the Chinese sales subsidiary and declines of 13.4% in sales and 53.1% in operating income in the semiconductor business. - FY2024-Q2MaterialisedAnnual report
「Although semiconductor market conditions remained in an adjustment phase, continuing demand for raw materials for components used in manufacturing equipment and Chinese-made wafers drove net sales up 5.8% year on year to ¥5,696 million. However, operating income declined 36.8% to ¥309 million, mainly because transactions at the Chinese sales subsidiary declined due to the impact of U.S. semiconductor export restrictions on China.」
As semiconductor market conditions remained in an adjustment phase, the impact of semiconductor export restrictions on China appeared in the results as a decline in transactions at the Chinese sales subsidiary and a 36.8% decline in operating income in the semiconductor business. - FY2024-Q1Continued semiconductor market adjustment coexisted with transaction growthAnnual report
「Although semiconductor market conditions remained in an adjustment phase, demand for raw materials for components used in semiconductor manufacturing equipment and Chinese-made wafers remained firm. As a result, net sales increased 28.2% year on year to ¥3,094 million, and operating income increased 0.7% to ¥226 million.」
Although semiconductor market conditions remained in an adjustment phase, the business captured demand for raw materials for components used in manufacturing equipment and Chinese-made wafers, resulting in higher sales and operating income. - FY2023MitigatedAnnual report
「Transactions in functional resins and films remained firm against a backdrop of stronger domestic demand, while transactions in raw materials for paints grew as they captured overseas demand. As a result, net sales increased 9.2% from the previous fiscal year to ¥11,370 million, and operating income increased 9.6% to ¥502 million.」
Previously sluggish film-related products and raw materials for paints captured demand, resulting in higher sales and operating income and mitigating the impact of declines caused by deteriorating market conditions. - FY2023-Q2MitigatedAnnual report
「Transactions in functional resins and films grew against a backdrop of stronger domestic demand, while transactions in raw materials for paints remained firm as they captured overseas demand. As a result, net sales increased 15.5% year on year to ¥5,975 million, and operating income increased 5.5% to ¥307 million.」
Film-related transactions, which had previously been a factor behind the decline, grew on stronger domestic demand, while raw materials for paints remained firm, mitigating the impact of the previous decline caused by deteriorating market conditions. - FY2023-Q1MitigatedAnnual report
「Transactions in functional resins and films grew against a backdrop of stronger domestic demand, while transactions in raw materials for paints remained strong as they captured overseas demand. As a result, net sales increased 16.3% year on year to ¥2,933 million, and operating income increased 9.9% to ¥200 million.」
Film-related transactions, which had previously been a factor behind the decline, grew on stronger domestic demand, while raw materials for paints captured overseas demand, resulting in higher sales and operating income. - FY2022MitigatedAnnual report
「Transactions in semiconductor-related products remained strong against a backdrop of continued global growth in semiconductor demand. • Transactions in chemical products and other industrial materials increased as domestic and overseas manufacturing industries, particularly the automotive industry, recovered. • Transactions in hobby-related products, which contributed to earnings in the previous fiscal year, also remained firm in Japan and overseas.」
Transactions in previously sluggish semiconductor-related products and chemical products were strong and increased against a backdrop of semiconductor demand and the recovery in manufacturing industries, mitigating the impact of the decline caused by deteriorating market conditions. - FY2022-Q3MitigatedAnnual report
「Transactions in semiconductor-related products remained strong against a backdrop of globally expanding semiconductor demand. Transactions in chemical products and other industrial materials also increased as domestic and overseas manufacturing industries, particularly the automotive industry, recovered. Transactions in hobby-related products, which contributed to earnings in the previous fiscal year, also remained firm in markets worldwide.」
Transactions in industrial materials, including previously sluggish semiconductor-related products, increased and remained strong against a backdrop of global semiconductor demand and the recovery in manufacturing industries, continuing to mitigate the impact of transaction declines caused by deteriorating market conditions. - FY2022-Q2Recovery in semiconductors and chemicals, and growth in hobby-related productsAnnual report
「Transactions in semiconductor-related products remained firm against a backdrop of globally expanding semiconductor demand. Transactions in chemicals, including raw materials for paints and films and resins, also increased as domestic and overseas manufacturing industries, particularly the automotive industry, recovered. Transactions in hobby-related products, which made a significant contribution to earnings in the previous fiscal year, continued to grow amid strong demand in Japan and overseas.」
Recovery and growth in transactions across multiple industrial products fields, including previously sluggish categories, were reported, supported by expanding semiconductor demand, recovery in domestic and overseas manufacturing industries, and continued demand for hobby-related products. - FY2022-Q1Recovery in automotive-related chemicals coexisted with the impact of raw material shortagesAnnual report
「Transactions in chemicals, including raw materials for paints and films and resins, increased as domestic and overseas automotive-related markets recovered. However, transactions in chemicals related to other markets remained sluggish due to the impact of global raw material shortages and other factors, despite market conditions being on a recovery trend.」
Against continued sluggishness in traditional chemical and film-related transactions, transaction growth was seen as automotive-related markets recovered, while global raw material shortages were cited as a new constraint. - FY2021-Q2Sluggish and growing items coexisted by product categoryAnnual report
「• Film-related transactions remained sluggish, while transactions in raw materials for paints and chemicals in the United States increased.」
Film-related transactions, which had been sluggish since the previous fiscal year, remained sluggish, while transactions in raw materials for paints and U.S. chemicals increased, resulting in divergent impacts by product category. - FY2021-Q1Sluggish and recovering items coexisted by product categoryAnnual report
「• Film-related transactions remained sluggish, while transactions in raw materials for paints and chemicals in the United States increased.」
Film-related transactions, which had declined and remained sluggish in the previous fiscal year, continued to be sluggish, while transactions in raw materials for paints and U.S. chemicals increased. - FY2020MaterialisedAnnual report
「Transactions in raw materials for paints increased, but film-related transactions and chemical transactions in the United States remained sluggish.」
Transactions in films and chemicals destined for the United States, which had recovered in the previous fiscal year, appeared sluggish during the current fiscal year. - FY2020-Q2MaterialisedAnnual report
「Transactions in raw materials for paints, chemicals destined for the United States and film-related products remained sluggish.」
Raw materials for paints, chemicals destined for the United States and film-related transactions, which had increased or recovered in the previous fiscal year, appeared sluggish during the first half of the current fiscal year. - FY2020-Q1MaterialisedAnnual report
「Export transactions in raw materials for paints, transactions in chemicals destined for the United States and film-related transactions declined.」
Chemicals destined for the United States and film-related transactions, which had increased or recovered in the previous fiscal year, appeared as declines during the current quarter. - FY2019MitigatedAnnual report
「Film-related transactions increased, while export and import transactions in raw materials for paints and transactions in chemicals destined for the United States remained at about the previous year's level. Transactions in Chinese-made semiconductor substrates and machinery and equipment remained firm.」
Film-related transactions, which had declined in the previous fiscal year, increased, while chemicals destined for the United States were at about the previous year's level. The earlier decline caused by deteriorating market conditions and other factors was also mitigated for the full year. - FY2019-Q3MitigatedAnnual report
「Transactions in raw materials for paints destined for Europe, North America and Asia and chemicals destined for the United States remained at about the previous year's level, while film-related transactions increased. Transactions in Chinese-made semiconductor substrates and machinery and equipment remained firm.」
Film-related transactions, which had declined in the previous fiscal year, increased, while chemicals destined for the United States recovered to and remained at about the previous year's level. The earlier decline caused by deteriorating market conditions and other factors continues to be mitigated. - FY2019-Q2MitigatedAnnual report
「Raw materials for paints destined for Europe, North America and Asia and Chinese-made semiconductor substrates remained strong, while transactions in domestic films and cosmetic ingredients and chemicals destined for the United States also grew. Transactions related to hobbies increased, driven by paints for plastic models.」
Related transactions, including films and chemicals destined for the United States, which had declined in the previous fiscal year, grew, continuing to mitigate the earlier decline caused by deteriorating market conditions and other factors. - FY2018MitigatedAnnual report
「Transactions involving Chinese-made semiconductor wafers, domestic films and chemicals destined for the United States also increased.」
The impact related to U.S. semiconductor chemicals and films, which had declined in the previous fiscal year, was also mitigated over the full year by increases in semiconductor wafers, domestic films and chemicals destined for the United States. - FY2018-Q3MitigatedAnnual report
「Domestic film transactions and chemical transactions destined for the United States also increased.」
Transactions involving domestic films and chemicals destined for the United States, which had declined in the previous fiscal year, increased, continuing to mitigate the earlier decline caused by deteriorating market conditions and other factors. - FY2018-Q2MitigatedAnnual report
「Transactions in chemicals, primarily for semiconductor applications in the United States, increased substantially. Additives for paints destined for Europe, North America and Asia also grew, and domestic film transactions increased.」
For U.S. semiconductor chemicals and films, which had declined in the previous fiscal year, chemical transactions and domestic film transactions increased, further mitigating the impact of the decline. - FY2018-Q1MitigatedAnnual report
「Sales of chemicals in the United States increased substantially as semiconductor demand expanded. Additives for paints destined for Europe, North America and Asia remained firm, while export transactions in resins and domestic film transactions also increased.」
For U.S. semiconductor chemicals and films, which had declined in the previous fiscal year, sales of U.S. chemicals and domestic film transactions increased, mitigating the impact of the previous decline during the current quarter. - FY2017MaterialisedAnnual report
「Film transactions declined due to deteriorating market conditions, and transactions involving cosmetic ingredients also declined.」
The decline in transactions due to deteriorating film market conditions also occurred for the full year. - FY2017-Q3MaterialisedAnnual report
「Film transactions declined substantially due to deteriorating market conditions, while sales of semiconductor chemicals in the United States also declined as a result of the stronger yen.」
The factor behind the decline in U.S. semiconductor chemicals took concrete form as a sales decline due to the stronger yen rather than deteriorating market conditions, while deteriorating film market conditions continued. - FY2017-Q2First statedAnnual report
「Transactions in semiconductor chemicals in the United States declined substantially, while film transactions also declined due to deteriorating market conditions.」
During the current quarter, the industrial products-related business experienced an actual decline in transactions involving U.S. semiconductor chemicals and films, against a backdrop including deteriorating market conditions.