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Tri Chemical Laboratories (4369) · RiskReconfirmation of Dependence on Organolithium Compounds, with Approximately 80% Specified

Dependence on a Specific Supplier for Organolithium Compounds and Supply Disruptions

First written in FY2018-Q2. 4 of 8 entries say "Restated". Latest entry: FY2025.

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ProgressHeldSoftenedWorseRestatedFY2018-Q2 – FY2021DroppedFY2023 – FY20252017: 220172018: 120182019: 020192020: 120202021: 120212022: 120222023: 120232024: 020242025: 12025
Same theme, other companies
Disruption of raw material procurement due to dependence on specific suppliersA theme 83 companies write about · 85 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2021: 24 of 53 companies on the "Worse" side.

2 other companies' latest entry also says "Other".

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Showing 14 of the 83 companies compared. The sentences above are computed from all 83.
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  1. FY2025Reconfirmation of Dependence on Organolithium Compounds, with Approximately 80% SpecifiedAnnual report

    「The Group purchases approximately 80% of the organolithium compounds used to synthesize several of its major products, including high-dielectric-constant insulating film materials, from アジアリチウム㈱.」

    The Group has again explicitly stated its dependence on a specific supplier, disclosing that approximately 80% of its organolithium compounds are sourced from アジアリチウム㈱, after this item was not separately disclosed in FY2023.
  2. FY2023DroppedAnnual report

    「The Group's products use substantial quantities of chemical products and specialty metal materials as raw materials, whose prices are affected by market conditions」

    The risk section for the year describes market-price fluctuations and procurement risks for raw materials in general, but no longer contains a separate description of organolithium compounds or specific dependence on アジアリチウム㈱.
  3. FY2022SoftenedAnnual report

    「The Group also purchases more than half of the organolithium compounds used to synthesize several of its major products, including high-dielectric-constant insulating film materials, from アジアリチウム㈱.」

    The description of sourcing organolithium compounds from a specific supplier has changed from “most” to “more than half.”
  4. FY2021RestatedAnnual report

    「The Group also purchases most of the organolithium compounds used to synthesize several of its major products, including high-dielectric-constant insulating film materials, from アジアリチウム㈱.」

    The Group continues to identify supply risks arising from sourcing most of the organolithium compounds used in its major products from a specific supplier.
  5. FY2020RestatedAnnual report

    「We purchase most of our organolithium compounds from アジアリチウム㈱.」

    The Group continues to identify supply risks arising from sourcing most of the organolithium compounds used in its major products from a specific supplier.
  6. FY2018RestatedAnnual report

    「The Group purchases most of the organolithium compounds used to synthesize several of its major products, including high-dielectric-constant insulating film materials, from アジアリチウム㈱.」

    The Group continues to disclose the risks of supply shortages, delivery delays and higher purchase prices arising from sourcing most of the organolithium compounds used in several major products from アジアリチウム㈱.
  7. FY2018-Q3RestatedAnnual report

    「We purchase most of the organolithium compounds used to synthesize several of the group's main products, including high-k dielectric materials, from アジアリチウム㈱. Although we seek to secure multiple suppliers and maintain appropriate inventory levels to ensure stable procurement of raw materials, supply shortages, delivery delays or sharp increases in purchase prices could halt the group's production activities and affect its financial position and operating performance.」

    The Group continues to disclose the risks of supply shortages, delivery delays and higher purchase prices arising from sourcing most of its organolithium compounds from アジアリチウム㈱.
  8. FY2018-Q2First statedAnnual report

    「We purchase most of the organolithium compounds used to synthesize several of the group's main products, including high-k dielectric materials, from アジアリチウム㈱. Although we seek to secure multiple suppliers and maintain appropriate inventory levels to ensure stable procurement of raw materials, supply shortages, delivery delays or sharp increases in purchase prices could halt the group's production activities and affect its financial position and operating performance.」

    The disclosure first identifies the sourcing of most organolithium compounds used in several main products from a specific supplier, together with the risks of supply shortages, delivery delays and higher procurement costs.
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Dependence on a Specific Supplier for Organolithium Compounds and Supply Disruptions | Tri Chemical Laboratories Inc. (4369) | Komori