Business impact of customers’ production stoppages and sluggish semiconductor production
First written in FY2024-Q3. 7 of 9 entries say "Mitigated", first in FY2025-H1. Latest entry: 2026-08-06.
The whole theme swung hardest in 2025: 9 of 28 companies on the "Worse" side.
54 other companies' latest entry also says "Mitigated".
- 2026-08-06MitigatedEarnings presentation
「● In Semiconductor, demand for human resources continued to expand against the backdrop of increased demand from data centers and AI-related areas, and both the number of employees on assignment and net sales increased steadily.」
The Company indicates that demand for human resources, the number of employees on assignment and net sales in Semiconductor increased against the backdrop of data-center and AI-related demand, mitigating the impact of the previous risk of weak semiconductor production. - FY2026MitigatedAnnual report
「Revenue in the semiconductor industry in the consolidated fiscal year increased to ¥15,379 million, up 14.3% from the previous fiscal year, helped by an increase in the number of employees on assignment throughout the year and higher billing rates.」
The situation shifted from the previous trend of declining revenue due to weak semiconductor production to increased full-year revenue driven by a higher number of employees on assignment and higher billing rates. - FY2026-H1MitigatedAnnual report
「Revenue in the semiconductor industry during the interim consolidated accounting period was ¥7,409 million, up 13.7% year on year, helped by higher billing rates and an increase in the number of employees on assignment.」
The situation shifted from continued revenue declines due to weak semiconductor production to year-on-year revenue growth, driven by higher billing rates and an increase in the number of employees on assignment, indicating a reduced impact from the risk. - FY2025MitigatedAnnual report
「In the semiconductor industry, production activity at manufacturers targeted by the group remained firm, and revenue in the consolidated fiscal year was ¥13,460 million, up 8.7% from the previous fiscal year.」
The situation shifted from declining revenue due to weak semiconductor production to increased semiconductor revenue as production activity at targeted manufacturers strengthened. - FY2025-H1MitigatedAnnual report
「Although manufacturers' production activity in the semiconductor industry had not fully recovered, memory products had begun to recover, and revenue during the interim consolidated accounting period was ¥6,517 million, up 4.6% year on year.」
Semiconductor production had not fully recovered, but memory products had entered a recovery phase, resulting in higher revenue year on year. - FY2024RestatedAnnual report
「In the semiconductor industry, the number of employees on assignment declined because of weak production activity during the period. As a result, revenue from the semiconductor industry in the consolidated fiscal year was ¥12,377 million, down 12.5% from the previous fiscal year.」
Lower semiconductor production continued to weigh on revenue, while a recovery in production in the second half of fiscal 2024 is also anticipated. - FY2024-Q3First statedAnnual report
「Although demand for personnel in the automotive industry, including vehicle manufacturing and EV-related manufacturing, remained firm, the impact of production stoppages by manufacturers is expected to continue. In the semiconductor industry, manufacturing staff worked fewer hours than usual because of weak production trends. As a result, revenue from the semiconductor industry during the nine-month consolidated cumulative period was ¥9,325 million, down 12.3% year on year.」
The impact of production stoppages in the automotive sector is expected to continue, while weak production in the semiconductor sector has already resulted in lower revenue.