atect (4241) · RiskDropped
Production constraints due to a shortage of polyimide film used as the COF substrate
First written in FY2022-Q1. 1 of 2 entries say "Dropped", first in FY2023. Latest entry: FY2023.
2entries
3years
0from disclosures
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Same theme, other companies
COF基材ポリイミドフィルム不足による半導体資材の増産制約A theme 1 companies write about · 1 as a headwind · 0 as a tailwind
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- FY2023DroppedAnnual report
「These are not the only risks relating to the business and other matters.」
Regarding the production constraints caused by the shortage of polyimide film used as the COF substrate, no separate disclosure has been identified under business and other risks for the current fiscal year. - FY2022-Q1First statedAnnual report
「Robust demand is expected to continue for the time being, but based on information from our customers, polyimide film, the substrate material for COF (Chip On Film) used in the drivers that operate FPDs (flat-panel displays), is in short supply. As a result, the shortage may affect further production increases from the second quarter of the fiscal year onward.」
Although robust demand is expected to continue in the semiconductor materials business, the shortage of polyimide film used as the COF substrate has been identified as a new risk that may affect additional production increases from the second quarter of the fiscal year onward.