Komori
Takachiho Koheki (2676) · InitiativeRestatedLatest Earnings presentation materials (2026-08-05): "Cited as achieved"

Focusing on application-specific semiconductors instead of general-purpose semiconductors

First written in FY2016. 12 of 16 entries say "Advanced", first in FY2021-Q3. Latest entry: 2026-08-05.

16entries
11years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2016 – FY2018AdvancedFY2021-Q3 – FY2024-Q3RestatedFY2025-H1 – 2026-08-052016: 120162017: 020172018: 120182019: 020192020: 020202021: 320212022: 420222023: 420232024: 220242025: 020252026: 12026
Same theme, other companies
Concentration of Management Resources in IoT and Power Semiconductor FieldsA theme 4 companies write about · 0 as a headwind · 4 as a tailwind

0 other companies' latest entry also says "Cited as achieved".

Ridges = years it wrote progress, valleys = years it wrote worse. Most hopeful companies at the back. Drag to turn, scroll to zoom, right-drag to pan. On a phone, two fingers turn and pinch to zoom; one finger scrolls the page.
Full recordFilings, disclosures and news, newest first
  1. 2026-08-05Cited as achievedEarnings presentation materials

    「(+) Strong performance in industrial equipment and amusement applications」

    The Company cited strong performance in industrial equipment and amusement applications for its targeted electronic components.
  2. FY2025-H1RestatedAnnual report

    「Meanwhile, in the devices segment, the electronics business is focusing on expanding sales and growing its solutions business in the communications infrastructure market, the industrial equipment market centered on IoT, the business equipment market for printers and other products, and the amusement market. The mechatronics business is focusing on sales of mechanical components for residential equipment such as kitchens in Japan and North America, in addition to the industrial equipment market, including semiconductor manufacturing equipment, which is expected to continue growing, as well as expanding sales in the amusement market and developing unit products.」

    We continue to focus on specific applications and growth markets, including communications infrastructure, IoT and industrial equipment, semiconductor manufacturing equipment, residential equipment, and amusement.
  3. FY2024-Q3AdvancedAnnual report

    「In Electronics products, order backlogs at the end of the previous fiscal year were progressively converted into sales, and sales of electronic components for industrial equipment and other applications remained strong. In addition, sales of products made by NTCJ, with which an agency agreement was signed in 2021, remained strong, while new adoptions for consumer equipment and amusement increased. As a result, sales increased 33.4% year on year to ¥6,911 million.」

    Electronic components for industrial equipment related to the selective shift from general-purpose semiconductors to application-specific products, NTCJ products, and new adoptions for consumer equipment and amusement applications were reflected in higher revenue.
  4. FY2024-Q2AdvancedAnnual report

    「In the electronics products category, the company made progress in converting the order backlog at the end of the previous fiscal year, and sales of electronic components for industrial equipment and other applications remained strong. In addition, sales of NTCJ products, for which an agency agreement was signed in 2021, remained strong, and new adoptions for consumer equipment and amusement applications increased. Net sales rose 46.6% year on year to ¥4,638 million.」

    Sales of application-specific electronic components for industrial equipment and other applications, NTCJ products, and new adoptions for consumer equipment and amusement applications increased, resulting in a 46.6% year-on-year increase in net sales in the electronics products category.
  5. FY2024-Q1AdvancedAnnual report

    「In the electronics products category, the company made progress in converting the order backlog at the end of the previous fiscal year, and sales of electronic components for industrial equipment and other applications remained strong. In addition, sales of NTCJ products, for which an agency agreement was signed in 2021, remained strong, and new adoptions for amusement applications increased as the product lineup was expanded. Net sales rose 72.2% year on year to ¥2,473 million.」

    Sales of application-specific electronic components for industrial equipment and other applications, NTCJ products, and newly adopted amusement products increased, resulting in a 72.2% year-on-year increase in the electronics products category.
  6. FY2023AdvancedAnnual report

    「In the electronics products category, sales of electronic components for 5G base stations, semiconductor manufacturing equipment, and home printers benefiting from increased remote-work demand remained strong. In addition, customer development in the amusement market progressed, and sales of NTCJ products, for which an agency agreement was signed in the previous fiscal year, got off to a strong start. As a result, net sales rose 55.9% year on year to ¥6,941 million.」

    In addition to application-specific electronic components, the strong start of NTCJ product sales and customer development in the amusement market contributed to a substantial increase in revenue in the electronics products category.
  7. FY2023-Q3AdvancedAnnual report

    「In the electronics products category, sales of electronic components for 5G base stations, semiconductor manufacturing equipment, and home printers benefiting from increased remote-work demand remained strong. In addition, sales of NTCJ products, for which an agency agreement was signed in the previous fiscal year, got off to a strong start, and net sales rose 60.3% year on year to ¥5,179 million.」

    In addition to application-specific electronic components for 5G base stations, semiconductor manufacturing equipment, and home printers, strong growth in sales of NTCJ products resulted in a 60.3% year-on-year increase in the electronics products category.
  8. FY2023-Q2AdvancedAnnual report

    「In the electronics products category, sales of electronic components for 5G base stations, semiconductor manufacturing equipment, and home printers benefiting from increased remote-work demand remained strong. Net sales rose 71.1% year on year to ¥3,163 million.」

    Strong sales of application-specific electronic components for 5G base stations, semiconductor manufacturing equipment, and home printers resulted in a 71.1% year-on-year increase in the electronics products category.
  9. FY2023-Q1AdvancedAnnual report

    「In the electronics products category, sales of electronic components for 5G base stations, semiconductor manufacturing equipment, and home printers benefiting from increased remote-work demand remained strong. Net sales rose 79.1% year on year to ¥1,435 million.」

    Strong sales of application-specific electronic components for 5G base stations, semiconductor manufacturing equipment, and home printers resulted in a 79.1% year-on-year increase in the electronics products category.
  10. FY2022AdvancedAnnual report

    「In the electronics products category, sales of electronic components for 5G base stations, home printers benefiting from increased remote-work demand, and semiconductor manufacturing equipment remained strong. Net sales rose 12.2% year on year to ¥4,452 million.」

    In connection with the selective shift from general-purpose semiconductors to application-specific products, sales of electronic components for 5G base stations, home printers, and semiconductor manufacturing equipment increased, resulting in a 12.2% year-on-year increase in the electronics products category.
  11. FY2022-Q3AdvancedAnnual report

    「In the electronics products category, sales of electronic components for 5G base stations, home printers benefiting from increased remote-work demand, and semiconductor manufacturing equipment remained strong. Net sales rose 7.6% year on year to ¥3,231 million.」

    Strong sales of application-specific electronic components for 5G base stations, home printers, and semiconductor manufacturing equipment resulted in a 7.6% year-on-year increase in the electronics products category.
  12. FY2022-Q2AdvancedAnnual report

    「In the electronics products category, orders for electronic components, including those for semiconductor manufacturing equipment, were strong. However, sales of communications terminal products, which had been strong in the previous fiscal year, declined, and the semiconductor shortage also had an impact. Net sales fell 11.3% year on year to ¥1,849 million.」

    The disclosure explicitly states that orders for electronic components for semiconductor manufacturing equipment, which are relatively close to application-specific products, remained strong. However, overall revenue in the electronics products category declined due to lower sales for communications terminals and the semiconductor shortage.
  13. FY2022-Q1AdvancedAnnual report

    「In the electronics products category, orders for electronic components, including those for semiconductor manufacturing equipment, were strong. However, sales of communications terminal products, which had been strong in the previous fiscal year, declined, and the semiconductor shortage also had an impact. Net sales fell 12.5% year on year to ¥801 million.」

    The disclosure explicitly states that orders for electronic components for semiconductor manufacturing equipment, which are relatively close to application-specific products, remained strong. However, overall revenue in the electronics products category declined due to lower sales for communications terminals and the semiconductor shortage.
  14. FY2021-Q3AdvancedAnnual report

    「In the electronics products category, sales of electronic components for communications terminals and semiconductor manufacturing equipment remained strong, driven in part by growing demand for remote work, and net sales rose 11.3% year on year to ¥3,003 million.」

    Strong sales of application-specific electronic components for communications terminals and semiconductor manufacturing equipment resulted in an 11.3% year-on-year increase in net sales in the electronics products category.
  15. FY2018RestatedAnnual report

    「We have stopped handling general-purpose semiconductors, which are subject to significant price and supply-demand fluctuations, and are strengthening sales of semiconductors for specific applications.」

    We continue to pursue a policy of selectively focusing on semiconductors for specific applications rather than general-purpose semiconductors, which are subject to significant price and supply-demand fluctuations.
  16. FY2016First statedAnnual report

    「We have stopped handling general-purpose semiconductors, which are subject to significant price and supply-demand fluctuations, and are strengthening sales of semiconductors for specific applications.」

    We are selecting the products we handle as a response to market volatility risk.
Moved together

"Creating new businesses and new markets" moved the same way as this thread, in the same document, in 8 of its 16 moves.

877655★123456
  1. ★This thread
  2. 1Creating new businesses and new markets8×
  3. 2Expanding the global business, centered on Asia and ASEAN7×
  4. 3Full-scale expansion of the industrial equipment business in the U.S. market7×
  5. 4Expanding the ASEAN fire protection systems business6×
  6. 5Identifying and providing advanced products and technologies by leveraging the strengths of an independent technology trading company5×
  7. 6Developing proprietary products and services based on customer needs5×

★ is this thread; numbers match the list above. The number on a line is how many documents both moved the same way in; lines between the other threads count the documents they moved together in too. Threads that move together often sit closer.

When this could move next
Takachiho Koheki's next results are scheduled for 2026-11-05. Read the earnings preview It last moved in the Earnings presentation materials of 2026-08-05: "Cited as achieved".
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