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Tokyo Electron Device Limited (2760) · InitiativeAdvanced

Strengthening the inrevium own brand through development investment and technology partnerships

First written in FY2016. 8 of 15 entries say "Advanced", first in FY2020. Latest entry: FY2026.

15entries
11years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2016 – FY2017AdvancedFY2020 – FY2024-Q32016: 120162017: 120172018: 220182019: 120192020: 120202021: 120212022: 120222023: 220232024: 220242025: 220252026: 12026
Same theme, other companies

The whole theme swung hardest in 2018: 1 of 6 companies on the "Worse" side.

6 other companies' latest entry also says "Advanced".

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. FY2026AdvancedAnnual report

    「R&D expenses for the consolidated fiscal year were ¥484 million. Specifically, the company is developing RAYSENS, a visual inspection system that detects manufacturing defects in silicon and compound wafers, the materials used in semiconductors, at high speed and with high sensitivity. It is also working on developing new measurement and inspection technologies and equipment to address customer needs in manufacturing processes that have emerged with the advancement of three-dimensional semiconductor structures and higher levels of integration.」

    With respect to its own-brand and manufacturing capabilities, the company invested ¥484 million in R&D and continues to develop RAYSENS and new measurement and inspection technologies and equipment.
  2. FY2026-H1Sluggish sales of private-brand productsAnnual report

    「As the adjustment in the wafer market continued and sales of private-brand products remained sluggish, revenue from external customers for the interim consolidated accounting period was ¥77,048 million, down 18.1% year on year, and segment profit (ordinary profit) was ¥1,058 million, down 73.4%.」

    Regarding the focus on strengthening the company’s own brands, it was stated that sales of private-brand products remained sluggish as the adjustment in the wafer market continued.
  3. FY2025AdvancedAnnual report

    「株式会社ファースト had conducted R&D activities in close collaboration with the company as its subsidiary. From the perspective of human capital management, the company absorbed 株式会社ファースト effective 1 January 2025 to achieve more efficient utilization of human resources. The technology divisions of both companies have now been unified, and technology development is being conducted under a new organizational structure.」

    The absorption-type merger with 株式会社ファースト, including the integration of the technology divisions, was completed, consolidating the technology development structure for the company’s own brands, image processing and AI.
  4. FY2024ReframedAnnual report

    「The company provides measurement and inspection technologies as its core capabilities, offering products centered on wafer inspection equipment globally, while strengthening its medical ODM and circuit-board OEM services by leveraging semiconductor-related technologies and a high-quality development and manufacturing platform.」

    The focus of the inrevium and PB businesses was organized and expanded from the development of image-processing and robotics products to the global provision of wafer inspection equipment, medical ODM and circuit-board OEM services.
  5. FY2024-Q3AdvancedAnnual report

    「The company entered into a business transfer agreement with 日本エレクトロセンサリデバイス株式会社 dated 15 September 2023 to acquire its wafer inspection equipment business, and completed the business acquisition on 2 October 2023.」

    The acquisition of the wafer inspection equipment business was completed on 2 October 2023, and results from that date through 31 December were included in the third quarter. The acquisition cost was ¥1,200 million, and the company recognized goodwill of ¥124 million, technology assets of ¥220 million and customer-related assets of ¥1,210 million.
  6. FY2024-Q2AdvancedAnnual report

    「At a board of directors meeting held on 14 September 2023 (written resolution), the company resolved to acquire the wafer inspection equipment business, part of the business of 日本エレクトロセンサリデバイス株式会社, and entered into a business transfer agreement with the company on 15 September 2023.」

    The company entered into a business transfer agreement on 15 September 2023 to expand its wafer inspection equipment business, strengthen inspection technologies and accelerate overseas expansion. The acquisition date was 2 October 2023, and the acquisition cost was ¥1,200 million. The company disclosed specific business expansion involving the rollout of its own brands and inspection technologies, including RAYSENS.
  7. FY2023AdvancedAnnual report

    「R&D expenses for the consolidated fiscal year were ¥512 million. ... Among the main products sold by 株式会社ファースト, the company launched an AI platform comprising development tools and inference libraries that provide end-to-end support from AI development through in-line deployment.」

    R&D is ongoing, and 株式会社ファースト has newly launched an AI platform supporting AI development through in-line deployment.
  8. FY2022AdvancedAnnual report

    「R&D expenses for the consolidated fiscal year were ¥532 million.」

    R&D expenses increased from ¥465 million in the previous fiscal year to ¥532 million. In addition to enhancing the functions of RAYSENS, TriMath and the CX series, the company is pursuing the development of new products incorporating AI inspection.
  9. FY2021AdvancedAnnual report

    「As principal products, we newly developed and began selling the RAYSENS inspection system, which uses macro-inspection technology to detect surface defects on compound-semiconductor wafers at high speed and with high sensitivity, and the TriMath intelligent vision robot system, which automates the picking and transport of irregularly shaped objects. We are also enhancing the functions of the CX series of products, which automate data collection and analysis for anomaly detection and predictive maintenance of industrial equipment, and the TOF (Time of Flight) sensing camera, which enables high-precision three-dimensional measurement systems.」

    In addition to the development and launch of sales of RAYSENS and TriMath, the company has enhanced the functions of the CX series and TOF sensing cameras, advancing the specific product rollout of its own-brand and manufacturing capabilities. R&D expenses were ¥465 million.
  10. FY2020AdvancedAnnual report

    「Research and development expenses for the fiscal year under review were ¥557 million. This funded research and development of robot control technology using image processing, measurement and inspection technologies combining AI and image processing, development of a next-generation ultra-high-speed projector, and development of sterilization technology using UV LEDs, among other activities.」

    Research and development expenses related to the own-brand and manufacturer functions totaled ¥557 million, with specific development themes including robot control, AI and image processing, next-generation projectors, and UV-LED sterilization technology.
  11. FY2019RestatedAnnual report

    「The Company is focusing on developing and selling inrevium own-brand products, in addition to selling semiconductor and networking equipment products from various manufacturers, by leveraging the design and development capabilities built through the extensive development experience of its design and development center, established in 1985, together with its customer-focused sales capabilities.」

    The Company continues to focus on developing and selling the inrevium own brand. Research and development expenses were ¥495 million, and development of products including a miniature component counting system and colorization of an ultra-high-speed projector is also described.
  12. FY2019-Q2SoftenedAnnual report

    「PB business 20% (10%) 8% (10%)」

    In the VISION2020 sales mix outlook, the assumed share of the own-brand business (PB business) was reduced from 20% to 8%. The assumed ordinary profit margin remained unchanged at 10%.
  13. FY2018ReframedAnnual report

    「Regarding the other manufacturer function, we will leverage the characteristics and strengths of Group companies responsible for design, development and manufacturing to develop the inrevium own-brand business into a core business.」

    inrevium is described as being positioned for development into the core business of the manufacturer function, rather than under the previous wording of strengthening the own brand through development investment and technology partnerships.
  14. FY2017RestatedAnnual report

    「The business responsible for the inrevium own brand will leverage the technical capabilities developed to date and the business and capital alliance with AVAL DATA CORPORATION, position contract design and manufacturing services as a priority area, and strengthen its manufacturing capabilities.」

    The stated means of strengthening inrevium are technical capabilities, the business and capital alliance with AVAL DATA CORPORATION, and contract design and manufacturing services.
  15. FY2016First statedAnnual report

    「In the business conducted under the inrevium own brand, we will make development investments targeting markets, fields and products from a medium- to long-term perspective supported by extensive marketing, while building various collaborative structures, including technology partnerships, to enhance the competitiveness of our own products.」

    Development investment targeting markets, fields and products, marketing, technology partnerships and collaboration are being used to strengthen the own brand.
Moved together

"Medium-Term ROE Target of 10% and Improvement in the Debt-to-Equity Ratio and Equity Ratio" moved the same way as this thread, in the same document, in 7 of its 15 moves.

777666★123456
  1. ★This thread
  2. 1Medium-Term ROE Target of 10% and Improvement in the Debt-to-Equity Ratio and Equity Ratio7×
  3. 2Expansion of product and maintenance capabilities in data centers, cloud computing and security7×
  4. 3Foreign Exchange and Interest Rate Fluctuation Risks and Hedging Measures7×
  5. 4Recovery in results driven by the semiconductor and electronic device business6×
  6. 5Expanding the Product Lineup through Academic–Industry and Manufacturer Collaboration and New Categories6×
  7. 6Financing Through Internal Funds, Bank Borrowings and Trade Receivables Securitization, and Strengthening Financial Soundness6×

★ 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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