Komori
Tokyo Electron Device Limited (2760) · RiskUpdated the percentage of purchases from major suppliers

Risk of dependence on purchases from 日本テキサス・インスツルメンツ

First written in FY2016. 17 of 28 entries say "Restated". Latest entry: FY2026.

28entries
11years
0from disclosures
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How it moved
ProgressHeldSoftenedWorse2016: 320162017: 420172018: 320182019: 320192020: 320202021: 320212022: 320222023: 320232024: 120242025: 120252026: 12026
Same theme, other companies
Concentrated dependence on specific suppliersA theme 105 companies write about · 105 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2020: 21 of 65 companies on the "Worse" side.

9 other companies' latest entry also says "Other".

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.
Showing 14 of the 105 companies compared. The sentences above are computed from all 105.
Full recordFilings, disclosures and news, newest first
  1. FY2026Updated the percentage of purchases from major suppliersAnnual report

    「The Group's principal suppliers are Infineon Technologies, Texas Instruments and NXP Semiconductors, which accounted for 22.8%, 20.4% and 15.8%, respectively, of the Group's total purchases in the fiscal year ending March 2026.」

    The composition of the three principal suppliers was maintained, with their shares of total purchases at 22.8%, 20.4% and 15.8%, respectively.
  2. FY2025MitigatedAnnual report

    「The Group's principal suppliers are Infineon Technologies, Texas Instruments and NXP Semiconductors, which accounted for 22.3%, 20.2% and 17.3%, respectively, of the Group's total purchases in the fiscal year ended March 2025.」

    Purchases were diversified across three principal suppliers, and the largest supplier's share declined from 34.5% in the previous fiscal year to 22.3%. The policy of diversification through the expansion of suppliers and the product lineup also continues.
  3. FY2024ReframedAnnual report

    「The Group's principal suppliers are Texas Instruments, Infineon Technologies and NXP Semiconductors, which accounted for 34.5%, 18.5% and 14.0%, respectively, of the Group's total purchases in the fiscal year ended March 2024.」

    The composition of principal suppliers changed from a disclosure centred on Texas Instruments and NXP Semiconductors to dependence on three companies, including Infineon Technologies.
  4. FY2024-Q2RestatedAnnual report

    「During the cumulative second quarter period, there were no occurrences of major risks that management recognizes as potentially having a material impact on the consolidated companies' financial condition, operating results, or cash flows, among matters related to the business and financial conditions described in the quarterly report, nor were there any material changes to the business and other risks described in the annual securities report for the preceding fiscal year.」

    The disclosure states that there have been no material changes in the risk of dependence on principal suppliers.
  5. FY2024-Q1RestatedAnnual report

    「During the cumulative first quarter period, there were no occurrences of major risks that management recognizes as potentially having a material impact on the consolidated companies' financial condition, operating results, or cash flows, among matters related to the business and financial conditions described in the quarterly report, nor were there any material changes to the business and other risks described in the annual securities report for the preceding fiscal year.」

    There have been no material changes in the risk of dependence on principal suppliers.
  6. FY2023MitigatedAnnual report

    「The Group's principal suppliers are Texas Instruments and NXP Semiconductors, which accounted for 39.3% and 12.4%, respectively, of the Group's total purchases in the fiscal year ended March 2023.」

    Dependence on principal suppliers declined slightly from 39.5% and 12.7% in the previous fiscal year to 39.3% and 12.4%, respectively. The policy of diversification through non-exclusive agreements with both companies and the expansion of suppliers and the product lineup continues.
  7. FY2023-Q2RestatedAnnual report

    「During the cumulative second quarter period, there were no occurrences of major risks that management recognizes as potentially having a material impact on the consolidated companies' financial condition, operating results, or cash flows, among matters related to the business and financial conditions described in the quarterly report, nor were there any material changes to the business and other risks described in the annual securities report for the preceding fiscal year.」

    There have been no material changes in the risk of dependence on principal suppliers.
  8. FY2023-Q1RestatedAnnual report

    「During the cumulative first quarter period, there were no occurrences of major risks that management recognizes as potentially having a material impact on the consolidated companies' financial condition, operating results, or cash flows, among matters related to the business and financial conditions described in the quarterly report, nor were there any material changes to the business and other risks described in the annual securities report for the preceding fiscal year.」

    There have been no material changes in the risk of dependence on principal suppliers.
  9. FY2022WorsenedAnnual report

    「The Group's principal suppliers are Texas Instruments and NXP Semiconductors, which accounted for 39.5% and 12.7%, respectively, of the Group's total purchases in the fiscal year ended March 2022.」

    Dependence on principal suppliers increased from 39.0% for Texas Instruments and 10.8% for NXP Semiconductors in the previous fiscal year to 39.5% and 12.7%, respectively.
  10. FY2022-Q1RestatedAnnual report

    「During the cumulative first quarter period, there were no occurrences of major risks that management recognizes as potentially having a material impact on the consolidated companies' financial condition, operating results, or cash flows, among matters related to the business and financial conditions described in the quarterly report, nor were there any material changes to the business and other risks described in the annual securities report for the preceding fiscal year.」

    There have been no material changes in the risk of dependence on principal suppliers.
  11. FY2021WorsenedAnnual report

    「The Group's principal suppliers are Texas Instruments and NXP Semiconductors, which accounted for 39.0% and 10.8%, respectively, of the Group's total purchases in the fiscal year ended March 2021.」

    Dependence on principal suppliers increased, with Texas Instruments' share rising from 29.5% in the previous fiscal year to 39.0%, while NXP Semiconductors' 10.8% share was newly specified.
  12. FY2021-Q3RestatedAnnual report

    「During the cumulative third quarter period, there were no occurrences of major risks that management recognizes as potentially having a material impact on the consolidated companies' financial condition, operating results, or cash flows, among matters related to the business and financial conditions described in the quarterly report, nor were there any material changes to the business and other risks described in the annual securities report for the preceding fiscal year.」

    There have been no material changes in the risk of dependence on principal suppliers.
  13. FY2021-Q1RestatedAnnual report

    「During the cumulative first quarter period, there were no occurrences of major risks that management recognizes as potentially having a material impact on the consolidated companies' financial condition, operating results, or cash flows, among matters related to the business and financial conditions described in the quarterly report, nor were there any material changes to the business and other risks described in the annual securities report for the preceding fiscal year.」

    The disclosure states that there have been no material changes in the risk of dependence on principal suppliers.
  14. FY2020MitigatedAnnual report

    「The Group's principal supplier is Texas Instruments, which accounted for 29.5% of the Group's total purchases in the fiscal year ended March 2020.」

    Dependence on the principal supplier declined from 31.4% in the previous fiscal year to 29.5%. Diversification of revenue sources through the expansion of suppliers and the product lineup was also explicitly identified as a response measure.
  15. FY2020-Q3RestatedAnnual report

    「There were no material changes during the third quarter of the current consolidated cumulative period in abnormal fluctuations in the financial position, results of operations or cash flows, or in the matters concerning risks of the business described in the annual securities report for the previous fiscal year.」

    There have been no material changes in the risk of dependence on principal suppliers.
  16. FY2020-Q2RestatedAnnual report

    「There were no material changes during the second quarter of the current consolidated cumulative period in abnormal fluctuations in the financial position, results of operations or cash flows, or in the matters concerning risks of the business described in the annual securities report for the previous fiscal year.」

    There have been no material changes in the risk of dependence on principal suppliers.
  17. FY2019WorsenedAnnual report

    「The Group's principal supplier is Texas Instruments, which accounted for 31.4% of the Group's total purchases in the fiscal year ended March 2019.」

    The disclosure on principal suppliers was consolidated around Texas Instruments, and its share of total purchases was disclosed as 31.4%.
  18. FY2019-Q3RestatedAnnual report

    「There were no material changes during the third quarter of the current consolidated cumulative period in abnormal fluctuations in the financial position, results of operations or cash flows, or in the matters concerning risks of the business described in the annual securities report for the previous fiscal year.」

    The disclosure states that there have been no material changes in the risk of dependence on principal suppliers.
  19. FY2019-Q1RestatedAnnual report

    「There were no material changes during the first quarter of the current consolidated cumulative period in abnormal fluctuations in the financial position, results of operations or cash flows, or in the matters concerning risks of the business described in the annual securities report for the previous fiscal year.」

    There have been no material changes in the risk of dependence on principal suppliers.
  20. FY2018ReframedAnnual report

    「The Group's principal suppliers are Texas Instruments Japan and Avago Technology, which accounted for 16.1% and 12.5%, respectively, of the Group's total purchases in the fiscal year ended March 2018.」

    The disclosure on dependence on principal suppliers expanded from Texas Instruments Japan alone to two companies: Texas Instruments Japan at 16.1% and Avago Technology at 12.5%.
  21. FY2018-Q3RestatedAnnual report

    「There were no material changes during the third quarter of the current consolidated cumulative period in abnormal fluctuations in the financial position, results of operations or cash flows, or in the matters concerning risks of the business described in the annual securities report for the previous fiscal year.」

    There have been no material changes in the risk of dependence on purchases from Texas Instruments Japan.
  22. FY2018-Q2RestatedAnnual report

    「There were no material changes during the second quarter of the current consolidated cumulative period in abnormal fluctuations in the financial position, results of operations or cash flows, or in the matters concerning risks of the business described in the annual securities report for the previous fiscal year.」

    There have been no material changes in the risk of dependence on purchases from Texas Instruments Japan.
  23. FY2018-Q1RestatedAnnual report

    「There were no material changes during the first quarter of the current consolidated cumulative period in abnormal fluctuations in the financial position, results of operations or cash flows, or in the matters concerning risks of the business described in the annual securities report for the previous fiscal year.」

    The disclosure states that there have been no material changes in the risk of dependence on purchases from Texas Instruments Japan.
  24. FY2017MitigatedAnnual report

    「The Group's principal supplier is Texas Instruments Japan Limited, which accounted for 14.6% of the Group's total purchases in the fiscal year ended March 2017.」

    The percentage of purchases from the principal supplier declined from 20.3% in the previous fiscal year to 14.6%. However, the risk of difficulty in continuing transactions and other risks continues to be disclosed.
  25. FY2017-Q3RestatedAnnual report

    「There were no material changes during the third quarter of the current consolidated cumulative period in abnormal fluctuations in the financial position, results of operations or cash flows, or in the matters concerning risks of the business described in the annual securities report for the previous fiscal year.」

    The disclosure states that there have been no material changes in the risk of dependence on purchases from Texas Instruments Japan.
  26. FY2017-Q2RestatedAnnual report

    「There were no material changes during the second quarter of the current consolidated cumulative period in abnormal fluctuations in the financial position, results of operations or cash flows, or in the matters concerning risks of the business described in the annual securities report for the previous fiscal year.」

    The disclosure states that there have been no material changes in the risk of dependence on purchases from Texas Instruments Japan.
  27. FY2017-Q1RestatedAnnual report

    「There have been no material changes to the matters concerning “Business and Other Risks” described in the annual securities report for the previous fiscal year.」

    The disclosure states that there have been no material changes in the risk of dependence on purchases from Texas Instruments Japan.
  28. FY2016First statedAnnual report

    「The Group's principal supplier is Texas Instruments Japan Limited, which accounted for 20.3% of the Group's total purchases in the fiscal year ended March 2016.」

    The Group disclosed a 20.3% dependence on its principal supplier and identified the difficulty of continuing transactions and trends in product demand as risks.
Moved together

"Strengthening the proprietary inrevium brand through R&D investment and technology partnerships" moved the same way as this thread, in the same document, in 5 of its 28 moves.

544433★123456
  1. ★This thread
  2. 1Strengthening the proprietary inrevium brand through R&D investment and technology partnerships5×
  3. 2Foreign Exchange and Interest Rate Fluctuation Risks and Hedging Measures4×
  4. 3Expanding the Product Lineup through Academic–Industry and Manufacturer Collaboration and New Categories4×
  5. 4Repurchase Obligations Associated with Receivables Securitization4×
  6. 5Medium-Term ROE of 10% and Improvements in the D/E Ratio and Equity Ratio3×
  7. 6Expansion of products and maintenance capabilities in the data center, cloud, and security fields3×

★ 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
Tokyo Electron Device Limited's next results are scheduled for 2026-10-28. Read the earnings preview
News
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