Dependence of the semiconductor materials business on specific customers
First written in FY2016. 3 of 10 entries say "Restated". Latest entry: FY2026.
atect moved to the "Worse" side of this theme in 2026, 4 years after the typical company in this theme (2022).
The whole theme swung hardest in 2023: 35 of 119 companies on the "Worse" side.
36 other companies' latest entry also says "Worsened".
- FY2026WorsenedAnnual report
「Yasuda Sangyo Co., Ltd. 365,113 10.9 CHIPBOND TECHNOLOGY CORPORATION,Co.,Ltd. 340,822 10.2」
2 customers again accounted for 10% or more of consolidated net sales, with Yasuda Sangyo at 10.9% and CHIPBOND TECHNOLOGY CORPORATION at 10.2%, confirming numerically the concentration on specific customers. - FY2025RestatedAnnual report
「Because the business has few customers, it tends to depend on specific customers both in Japan and overseas. In addition, there is limited scope to expand the customer base, so deterioration in orders could affect our financial condition and operating results.」
The risks arising from the limited number of customers and dependence on specific customers in the semiconductor materials business continue to be disclosed. - FY2024RestatedAnnual report
「Because no external customer accounted for 10% or more of net sales in the consolidated statement of income, this information has been omitted.」
The company continued to have no major customer accounting for 10% or more, confirming again the low numerical concentration on specific customers. - FY2023MitigatedAnnual report
「Because no external customer accounted for 10% or more of net sales in the consolidated statement of income, this information has been omitted.」
Sales to STEMCO, which exceeded 10% of sales in the previous period, accounted for 7.45% in the current period. No customer accounted for 10% or more, indicating a numerical decline in concentration on specific customers. - FY2022MitigatedAnnual report
「STEMCO CO., LTD. 332,342 10.77 SERVEONE CO.,LTD. 266,039 8.62」
The shares of sales to the 2 major customers were 10.77% for STEMCO and 8.62% for SERVEONE, down from the 12% range in the previous period. Concentration on specific customers remains, but dependence decreased numerically. - FY2020WorsenedAnnual report
「STEMCO CO., LTD. 363,323 12.20 SERVEONE CO., LTD. 352,976 11.85」
The shares of sales to the 2 major customers rose to 12.20% for STEMCO and 11.85% for SERVEONE, indicating a numerical increase in concentration on specific customers from the previous period. - FY2019Quantification of sales dependence on 2 major customersAnnual report
「SERVEONE CO., LTD. 324,598 10.98 STEMCO CO., LTD. 323,766 10.95」
SERVEONE and STEMCO were identified as the 2 major customers, with their respective shares of consolidated net sales quantified at 10.98% and 10.95%. - FY2018Quantification of sales dependence on major customersAnnual report
「STEMCO CO., LTD. 286,513 10.73」
For a major customer of the semiconductor materials business, sales to STEMCO of ¥286.513 million were disclosed, representing 10.73% of consolidated net sales, quantifying dependence on a specific customer. - FY2017RestatedAnnual report
「Because the business has few customers, it tends to depend on specific customers both in Japan and overseas. In addition, there is limited scope to expand the customer base, so deterioration in orders could affect our financial condition and operating results.」
The risks arising from the limited number of customers and dependence on specific customers in the semiconductor materials business continue to be disclosed. - FY2016First statedAnnual report
「Because the business has few customers, it tends to depend on specific customers both in Japan and overseas. In addition, there is limited scope to expand the customer base, so deterioration in orders could affect our financial condition and operating results.」
The limited number of customers and limited scope to expand the customer base were identified as dependence risks.