Intensifying competition through competitor investment, government subsidies, and acquisitions
First written in FY2025. 2 of 3 entries say "Worsened", first in FY2026. Latest entry: 2026-10-13.
No other company in this theme has enough history to compare yet.
- 2026-10-13Worsenedwww.nikkei.com
「中国メモリー大手の長鑫存儲技術（CXMT）が記憶容量を高めた新製品の開発を進めていると伝わった。」
CXMTの新製品開発が伝わり、中国企業との競争激化に対する懸念が新たに具体化した。 - FY2026WorsenedAnnual report
「In China, efforts to develop a domestic semiconductor industry with government support are accelerating, while U.S.-China trade tensions may restrict the entry and business activities of foreign companies in China. In addition to China, governments in the United States, the EU and South Korea have provided substantial subsidies for semiconductor businesses. Manufacturers receiving these subsidies may seek to increase performance and capacity without regard to production efficiency, further intensifying global competition.」
The disclosure provides more detail on intensified competition, including China’s localization drive, regional subsidies and industry consolidation. It also reports ¥56.4 billion of subsidies received for asset acquisitions in the fiscal year ending March 2026. - FY2025First statedAnnual report
「Global competition is intensifying further.」
Changes in the competitive environment include competitors’ technology and capital investment, government subsidies to the semiconductor industry, SK hynix’s acquisition of Intel’s flash memory business and Sandisk’s spin-off.