Report published August 27, 2026
Japan Machinery & Machine Tools: July 2026 JMTBA Final Orders Analysis
Source and citation context
- Issuer
- Goldman Sachs
- Report date
- August 27, 2026
- Analysis as of
- Not stated in source
Authors / editors: Yuichiro Isayama, Takeru Adachi, Takato Enoki
Finvaulta summarizes Goldman Sachs's analysis. Attribute opinions, forecasts, time-sensitive values, and chronology to the issuer and report date; do not treat this page as an independent verification or a current market-data source.
The JMTBA released July 2026 machine tool orders totaling ¥193.1 bn (+50% YoY, -5% MoM), supported by continued strength in semiconductor and AI-related equipment demand across Japan, Asia, and North America.
Key Takeaways
- 1.Total machine tool orders for July 2026 reached ¥193,090 mn (+50% YoY, -5% MoM), driven by domestic orders of ¥53,237 mn (+50% YoY) and overseas orders of ¥139,853 mn (+51% YoY).
- 2.Semiconductor- and data center-related investment continues to drive growth across Japan and Asia, while auto-related demand softened MoM following strong previous bookings.
- 3.China orders moderated MoM to ¥48.6 bn from record highs; while EMS-related demand may be in its final phase, AI and semiconductor investment appetite remains firm, with high demand expected through year-end.
Table of Contents
- This month's highlights
- Japan
- Asia
- North America
- Component procurement and lead times
- Disclosure Appendix
Report data
Exhibit 1: Japan Machine Tool Builders' Association: Final orders summary
| Metric | Estimate | Context |
|---|---|---|
| Total Machine Tool Orders | 193090 mn JPY | Total JMTBA final orders for July 2026 |
| Domestic Machine Tool Orders (Japan) | 53237 mn JPY | Domestic orders booked in Japan |
| Overseas Machine Tool Orders | 139853 mn JPY | Total machine tool orders from overseas markets |
| Mainland China Machine Tool Orders | 48626 mn JPY | Machine tool orders from Mainland China |
| US Machine Tool Orders | 37114 mn JPY | Machine tool orders from the United States |
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Authors / Editors
Reported Data Context
- Total Machine Tool Orders: 193090 mn JPY (July 2026) · Source: Japan Machine Tool Builders' Association
- Domestic Machine Tool Orders (Japan): 53237 mn JPY (July 2026) · Source: Japan Machine Tool Builders' Association
- Overseas Machine Tool Orders: 139853 mn JPY (July 2026) · Source: Japan Machine Tool Builders' Association
- Mainland China Machine Tool Orders: 48626 mn JPY (July 2026) · Source: Japan Machine Tool Builders' Association
- US Machine Tool Orders: 37114 mn JPY (July 2026) · Source: Japan Machine Tool Builders' Association
Themes
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