Tmh (280A) · RiskWorsened
Dependence on Major Semiconductor Manufacturers
First written in FY2024. 1 of 2 entries say "Worsened", first in FY2025. Latest entry: FY2025.
2entries
2years
0from disclosures
How it moved
Same theme, other companies
Risk from dependence on sales and orders from major semiconductor customers and capital investment trendsA theme 23 companies write about · 24 as a headwind · 0 as a tailwind
Tmh moved to the "Worse" side of this theme in 2026, 4 years after the typical company in this theme (2022).
The whole theme swung hardest in 2025: 7 of 19 companies on the "Worse" side.
9 other companies' latest entry also says "Worsened".
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 23 companies compared. The sentences above are computed from all 23.Full recordFilings, disclosures and news, newest first
- FY2025WorsenedAnnual report
「New Eastech (Shanghai) Co., Ltd. accounted for 62.4% of revenue for the consolidated fiscal year.」
Whereas the top 3 customers accounted for 59.6% in the previous period, a single customer accounted for 62.4% in the current period, indicating greater disclosed customer concentration. - FY2024First statedAnnual report
「The top 3 customers accounted for 59.6% of revenue for the fiscal year: Infinity Technology Corporation (25.2%), New Eastech (Shanghai) Co., Ltd. (23.6%) and SIOYIE CO., LIMITED (10.8%).」
The Company disclosed its susceptibility to major customers’ investment trends and customer diversification as a response measure.