Komori
Miraial (4238) · RiskRestated

New Entry into and Intensifying Competition in the FOSB Market

First written in FY2017. 5 of 6 entries say "Restated". Latest entry: FY2025.

6entries
9years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2017 – FY20252017: 120172018: 120182019: 120192020: 020202021: 020212022: 120222023: 120232024: 020242025: 12025
Same theme, other companies
Intensifying competition and declining competitive position in the semiconductor marketA theme 12 companies write about · 13 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2018: 2 of 7 companies on the "Worse" side.

2 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.
Full recordFilings, disclosures and news, newest first
  1. FY2025RestatedAnnual report

    「In the market for FOSB, the Group’s main product and a shipping container for 300mm silicon wafers, the Group has secured a certain market share, but is concerned about an increase in new market entrants as the market expands and intensifying competition with other industry participants.」

    While securing a certain share of the FOSB market, the Group continued to recognize the increase in new entrants and intensifying competition as risks. Measures including improving product functionality, developing production technologies and increasing production process efficiency also continued.
  2. FY2023RestatedAnnual report

    「In the market for FOSB, the Group’s main product and a shipping container for 300mm silicon wafers, the Group has secured a certain market share, but is concerned about an increase in new market entrants as the market expands and intensifying competition with other industry participants.」

    While securing a certain share of the FOSB market, the Group continued to recognize the increase in new entrants and intensifying competition as risks.
  3. FY2022RestatedAnnual report

    「In the market for FOSB, the Group’s main product and a shipping container for 300mm silicon wafers, the Group has secured a certain market share, but is concerned about an increase in new market entrants as the market expands and intensifying competition with other industry participants.」

    While securing a certain share of the FOSB market, the Group continued to recognize new entrants and intensifying competition as risks.
  4. FY2019RestatedAnnual report

    「In the market for FOSB, the Group’s main product and a shipping container for 300mm silicon wafers, the Group has secured a certain market share, but is concerned about an increase in new market entrants as the market expands and intensifying competition with other industry participants.」

    While securing a certain share of the FOSB market, the Group continued to recognize the increase in new entrants and intensifying competition as risks. Improvements in product functionality, production technology development and production process efficiency were described as countermeasures.
  5. FY2018RestatedAnnual report

    「In the market for FOSB, the Group’s main product and a shipping container for 300mm silicon wafers, the Group has secured a certain market share, but is concerned about an increase in new market entrants as the market expands and intensifying competition with other industry participants.」

    While maintaining a certain share of the FOSB market, the Group continued to recognize the increase in new entrants and intensifying competition as risks.
  6. FY2017First statedAnnual report

    「The current silicon wafer market is expected to contract for wafers with diameters of 200mm or less, while the market for 300mm silicon wafers is expected to continue growing moderately. In the market for FOSB, the Group’s main product and a shipping container for 300mm silicon wafers, the Group has secured a certain market share, but is concerned about an increase in new market entrants as the market expands and intensifying competition with other industry participants.」

    The contraction of the market for wafers of 200mm or less, the outlook for moderate growth in the 300mm market, and the increase in new entrants and intensifying competition were described as market risks.
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