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Tri Chemical Laboratories (4369) · RiskDependence on Major Semiconductor Markets, Including China

High Dependence on the Semiconductor Industry and Keeping Pace with Technological Innovation

First written in FY2017. 4 of 7 entries say "Restated". Latest entry: FY2025.

7entries
9years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2017 – FY20252017: 320172018: 120182019: 020192020: 120202021: 120212022: 020222023: 020232024: 020242025: 12025
Same theme, other companies
Combined volatility in semiconductor market conditions, technological innovation and customer demandA theme 13 companies write about · 11 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2019: 9 of 11 companies on the "Worse" side.

1 other company's latest entry also says "Other".

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. FY2025Dependence on Major Semiconductor Markets, Including ChinaAnnual report

    「In the consolidated fiscal year, sales to major semiconductor device manufacturers in Japan, China, Taiwan and South Korea accounted for more than half of total sales, including sales through dealers, and the production trends of these manufacturers may affect the Group's financial position and operating results.」

    The company discloses its dependence on sales to major semiconductor device manufacturers in Japan, Taiwan and South Korea, with China added to the countries previously covered.
  2. FY2021RestatedAnnual report

    「In the consolidated fiscal year, sales to major semiconductor device manufacturers in Japan, Taiwan and South Korea accounted for more than half of total sales, including sales through dealers, and the production trends of these manufacturers may affect the Group's financial position and operating results.」

    The company continues to disclose that sales to major semiconductor device manufacturers in Japan, Taiwan and South Korea account for more than half of total sales and that it is dependent on semiconductor manufacturers' production trends.
  3. FY2020RestatedAnnual report

    「In the consolidated fiscal year, sales to major semiconductor device manufacturers in Japan, Taiwan and South Korea accounted for more than half of total sales, including sales through dealers.」

    The company continues to disclose that sales to major semiconductor device manufacturers in Japan, Taiwan and South Korea account for more than half of total sales, as well as its dependence on the CVD and etching processes and silicon wafer production trends.
  4. FY2018RestatedAnnual report

    「In the current fiscal year, sales to major semiconductor device manufacturers in Japan, Taiwan and South Korea accounted for more than 50% of total sales, including sales through dealers, and the production trends of these manufacturers may affect the Group's financial position and operating results.」

    The company continues to disclose that sales to major semiconductor device manufacturers in Japan, Taiwan and South Korea account for more than 50% of total sales, as well as its dependence on the CVD and etching processes and silicon wafer production trends.
  5. FY2018-Q3RestatedAnnual report

    「A high proportion of sales in the cumulative period through the third quarter was generated from the semiconductor market, and sales tend to be significantly affected by trends in the semiconductor industry. In the cumulative period through the third quarter, sales to major semiconductor device manufacturers in Japan, Taiwan and South Korea accounted for more than 50% of total sales, including sales through dealers, and the production trends of these manufacturers may affect the Group's financial position and operating results. In addition, as the Group specializes in the CVD and etching processes in the front-end semiconductor manufacturing process, it tends to be particularly significantly affected by silicon wafer production trends.」

    The company continues to disclose that sales to major semiconductor device manufacturers in Japan, Taiwan and South Korea account for more than 50% of total sales, as well as its dependence on the CVD and etching processes and silicon wafer production trends.
  6. FY2018-Q2Quantification of Dependence and Disclosure of Response MeasuresAnnual report

    「In the cumulative period through the second quarter, sales to major semiconductor device manufacturers in Japan, Taiwan and South Korea accounted for more than 50% of total sales, including sales through dealers, and the production trends of these manufacturers may affect the Group's financial position and operating results. In addition, as the Group specializes in the CVD and etching processes in the front-end semiconductor manufacturing process, it tends to be particularly significantly affected by silicon wafer production trends.」

    For its dependence on the semiconductor industry, the company has, for the first time, specified that sales to major manufacturers in Japan, Taiwan and South Korea account for more than 50% of total sales, and has also disclosed its dependence on the CVD and etching processes and silicon wafer production trends.
  7. FY2017First statedAnnual report

    「A high proportion of our revenue for the fiscal year under review came from the semiconductor market, and the performance of our group tends to be significantly affected by production trends among semiconductor device manufacturers.」

    The disclosure identifies dependence on semiconductor device manufacturers' production trends and the potential impact of failing to keep pace with semiconductor-market contraction or technological innovation as standalone risks.
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