The Japan Machine Tool Builders’ Association said September machine tool orders came to a final ¥223.2 billion, up 60% year on year and a record high. Overseas orders also rose sharply, driven by stronger AI-related demand, although concerns over overinvestment have emerged.
The Japan Machine Tool Builders’ Association (JMTBA) announced on the 22nd that September machine tool orders came to a final ¥223.2 billion, up 60% year on year and the highest monthly figure since statistics began in 1988. Orders have increased for 15 consecutive months, with favorable levels continuing both domestically and overseas. The figures also suggested that AI-related demand is pushing up the overall total.
Overseas orders rose 67% to ¥159.2 billion. North American orders came to ¥50.4 billion, exceeding ¥50 billion for the first time. Demand for data center equipment, job shops operated by small and midsize companies handling parts processing, power generation-related products and aerospace products contributed to the increase. In Europe, demand for general machinery and other products expanded, while Asian orders reached a record ¥83.3 billion.
Domestic orders rose 46% to ¥63.9 billion, supported by stronger demand for data centers and semiconductor manufacturing equipment. Regarding the outlook, Chairman Sakamoto indicated that demand for data centers and semiconductor-related products is unlikely to decline substantially, while cautioning that overinvestment in the AI sector could be a contributing factor.