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Kioxia Holdings (285A) · RiskRestated

Risk of Production Adjustments Associated with Customer Inventory Adjustments and Demand Fluctuations

First written in FY2025. 1 of 2 entries say "Restated". Latest entry: FY2026.

2entries
2years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2025 – FY20262025: 120252026: 12026
Same theme, other companies
Risk of changes in factory production capacity due to demand fluctuationsA theme 7 companies write about · 7 as a headwind · 0 as a tailwind

1 other company's latest entry also says "Restated".

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  1. FY2026RestatedAnnual report

    「In fact, following deterioration in the supply-demand balance caused by inventory adjustments by major customers after the spread of COVID-19 and changes in competitors’ production volumes, the Group implemented production adjustments from October 2022 to March 2024. It may take similar action in the future if the market supply-demand balance deteriorates.」

    The Group continues to explain its past production adjustments and the possibility of taking similar action if supply and demand deteriorate.
  2. FY2025First statedAnnual report

    「In fact, following deterioration in the supply-demand balance caused by inventory adjustments by major customers after the spread of COVID-19 and changes in competitors’ production volumes, the Group implemented production adjustments from October 2022 to March 2024. It may take similar action in the future if the market supply-demand balance deteriorates.」

    Idle manufacturing costs arising from production adjustments were ¥188.1 billion in the previous consolidated fiscal year, while no production adjustments were made in the current period.
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Kioxia Holdings's next results are scheduled for 2026-10-30. Read the earnings preview
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Risk of Production Adjustments Associated with Customer Inventory Adjustments and Demand Fluctuations | Kioxia Holdings Corporation (285A) | Komori