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Kioxia Holdings (285A) · RiskRestated

Dependence on Outsourced Production for Downstream Processing and Other Operations

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
Reliance on an Outsourced Production SystemA theme 44 companies write about · 44 as a headwind · 1 as a tailwind

The whole theme swung hardest in 2020: 4 of 20 companies on the "Worse" side.

21 other companies' latest entry also says "Restated".

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 44 companies compared. The sentences above are computed from all 44.
Full recordFilings, disclosures and news, newest first
  1. FY2026RestatedAnnual report

    「For example, in 2022, a back-end plant in Shanghai to which the Group outsourced assembly of its memory products and a logistics warehouse were temporarily closed following the Shanghai lockdown under China’s zero-COVID policy.」

    The Group continues to disclose the past suspension of outsourced and Shanghai back-end operations and the risk that it cannot fully control contractors.
  2. FY2025First statedAnnual report

    「However, it is impossible for the Group to fully understand and control the production processes and quality control of third-party contractors. If an unforeseen event occurs in a production process outsourced by the Group to an external partner, or production is delayed for any reason, delivery of the Group’s products to customers by the required deadline may be disrupted.」

    A Shanghai lockdown in 2022 temporarily closed a back-end plant and logistics warehouse.
Moved together

None of this company's other threads moved the same way in the same document twice or more.

When this could move next
Kioxia Holdings's next results are scheduled for 2026-10-30. Read the earnings preview
News
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Dependence on Outsourced Production for Downstream Processing and Other Operations | Kioxia Holdings Corporation (285A) | Komori