Komori
Achilles (5142) · RiskMitigated

Production Adjustments by Overseas Semiconductor Users

First written in FY2019-Q3. 13 of 25 entries say "Mitigated", first in FY2021-Q1. Latest entry: 2026-08-07.

25entries
8years
5from disclosures
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How it moved
ProgressHeldSoftenedWorseMitigatedFY2025-H1 – 2026-08-072019: 420192020: 320202021: 320212022: 320222023: 320232024: 120242025: 220252026: 62026
Same theme, other companies
Slowing or Stagnant Demand for Semiconductors and Flat-Panel DisplaysA theme 75 companies write about · 78 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2023: 43 of 66 companies on the "Worse" side.

32 other companies' latest entry also says "Mitigated".

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.
Showing 14 of the 75 companies compared. The sentences above are computed from all 75.
Full recordFilings, disclosures and news, newest first
  1. FY2026MitigatedAnnual report

    「In Industrial Materials, transport components for semiconductor wafer handling and manufacturing processes grew significantly, while RIM-molded products for medical equipment also performed well, resulting in sales exceeding the previous year.」

    The previously weak demand related to semiconductors recovered, and significant growth in transport components for wafer handling and manufacturing processes lifted Industrial Materials sales above the previous year.
  2. FY2026-H1MitigatedAnnual report

    「In Industrial Materials, transport components for semiconductor wafer handling and manufacturing processes grew significantly, while RIM-molded products for medical equipment also performed well, resulting in sales exceeding the previous year.」

    Demand related to semiconductors, previously described as weak, saw significant growth in transport components for wafer handling and manufacturing processes, which, together with medical equipment products, contributed to higher sales in Industrial Materials.
  3. FY2025MitigatedAnnual report

    「In Industrial Materials, sales exceeded the previous year owing to the recovery trend in transport components for semiconductor wafers and growth in large molded products for medical equipment.」

    Transport components for semiconductor wafers, previously described as underperforming, entered a recovery trend and, together with growth in large molded products for medical equipment, contributed to higher sales in Industrial Materials.
  4. FY2025-H1MitigatedAnnual report

    「In Industrial Materials, sales exceeded the previous year owing to the recovery trend in transport components for semiconductor wafers and growth in large molded products for medical equipment.」

    Transport components for semiconductor wafers, previously described as underperforming, entered a recovery trend, and together with growth in large molded products for medical equipment, contributed to Industrial Materials sales exceeding the previous year.
  5. FY2024-Q2RestatedAnnual report

    「In Industrial Materials, transport components for semiconductor wafers performed poorly in both domestic and overseas markets.」

    Regarding transport components for semiconductor wafers, which had previously been described as performing well with expanding sales, the company continues to state that performance remained poor in both domestic and overseas markets.
  6. FY2024-Q1WorsenedAnnual report

    「In Industrial Materials, transport components for semiconductor wafers performed poorly in both domestic and overseas markets.」

    Regarding transport components for semiconductor wafers, which had previously been described as performing well with expanding sales, the company states that performance was poor in both domestic and overseas markets.
  7. FY2023-Q3RestatedAnnual report

    「In Industrial Materials, transport components for semiconductor wafers performed well for both domestic and overseas markets.」

    Transport components for semiconductor wafers for both domestic and overseas markets performed well, and the previous impact on sales from production adjustments by overseas semiconductor users continues to ease.
  8. FY2023-Q2RestatedAnnual report

    「In Industrial Materials, transport components for semiconductor wafers performed well for both domestic and overseas markets, lifting sales above the previous year.」

    Transport components for semiconductor wafers for both domestic and overseas markets are performing well, and sales continue to exceed the previous year.
  9. FY2023-Q1RestatedAnnual report

    「In Industrial Materials, transport components for semiconductor wafers performed well, mainly among overseas users, while growth in RIM-molded products for medical equipment in Japan lifted sales above the previous year.」

    The expansion of sales of transport components for the semiconductor industry and RIM-molded products for medical equipment continues to ease the impact on sales from production adjustments by overseas semiconductor users.
  10. FY2022MitigatedAnnual report

    「In Industrial Materials, sales of transport components for the semiconductor industry, mainly to overseas users, expanded, while sales of RIM-molded products for medical equipment grew in Japan.」

    Sales of transport components for the semiconductor industry and RIM-molded products for medical equipment continue to expand, easing the previous impact on sales from production adjustments by semiconductor users.
  11. FY2022-Q2RestatedAnnual report

    「Sales of semiconductor-related wafer handling components expanded, mainly among overseas users, while domestic sales of RIM-molded products for medical equipment grew.」

    Sales of semiconductor-related transport components and RIM-molded products for medical equipment continue to expand, and the easing of the impact on sales from weak demand is continuing.
  12. FY2022-Q1MitigatedAnnual report

    「Sales of semiconductor-related handling components expanded, mainly among overseas users, while domestic sales of RIM-molded products for medical equipment grew.」

    The expansion of sales of semiconductor-related handling components eased the impact during the current quarter of the previously sluggish semiconductor market and production adjustments by overseas users.
  13. FY2021-Q3RestatedAnnual report

    「Industrial materials sales exceeded the previous year's level as sales of semiconductor-related handling components, mainly to overseas users, expanded and domestic sales of RIM-molded products for medical equipment grew.」

    Industrial materials sales have continued to exceed the previous year's level due to expanded sales of semiconductor-related handling components and RIM-molded products for medical equipment.
  14. FY2021-Q2MitigatedAnnual report

    「Industrial materials sales exceeded the previous year's level as sales of semiconductor-related handling components expanded and RIM-molded products for medical equipment continued to perform well.」

    The expansion of sales of semiconductor-related handling components and continued strong performance of RIM-molded products for medical equipment have eased the impact of weak demand related to overseas semiconductors in this area.
  15. FY2021-Q1MitigatedAnnual report

    「Industrial materials sales exceeded the previous year's level as semiconductor-related handling components performed well and domestic sales benefited from growth in RIM-molded products for medical equipment.」

    The disclosure states that semiconductor-related handling components performed well and industrial materials sales exceeded the previous year's level, indicating that the impact of the previously sluggish semiconductor market has eased in this area.
  16. FY2020-Q3MaterialisedAnnual report

    「Exports of silicon wafer handling components to North America and Asia declined, but industrial materials sales were approximately in line with the previous year's level.」

    The disclosure states that exports of silicon wafer handling components to North America and Asia actually declined.
  17. FY2020-Q2RestatedAnnual report

    「Film sales in the North American business exceeded the previous year's level due to increased medical orders, but domestic business sales were below the previous year's level because of the sluggish semiconductor market and difficulties with window film for Europe.」

    The sluggish semiconductor market continues to be reflected as a factor behind domestic film business sales falling below the previous year's level.
  18. FY2020-Q1WorsenedAnnual report

    「Film sales were below the previous year's level due to the sluggish semiconductor market and difficulties with window film for Europe.」

    The disclosure states that the sluggish semiconductor market affected not only production adjustments by overseas semiconductor users, as previously noted, but also led to lower film sales.
  19. FY2019MaterialisedAnnual report

    「Exports to the United States were strong because the company developed silicon wafer handling components with North American semiconductor manufacturers, but sales of existing products in the Chinese market were sluggish, leaving industrial materials sales below the previous year's level.」

    In overseas semiconductor-related markets, sluggish sales of existing products for the Chinese market were reflected in industrial materials sales below the previous year's level.
  20. FY2019-Q3First statedAnnual report

    「Sales of industrial materials were below the previous year's level because electrostatic-control products were affected by production adjustments by overseas semiconductor users.」

    The disclosure states that production adjustments by overseas semiconductor users were reflected in actual sales of electrostatic-control products below the previous year's level.
Moved together

"Improved productivity" moved the same way as this thread, in the same document, in 10 of its 25 moves.

10108776★123456
  1. ★This thread
  2. 1Improved productivity10×
  3. 2Use of Retained Earnings for Growth Investments10×
  4. 3Thorough Cost Reduction8×
  5. 4Expanding sales through brand strength and attractive products7×
  6. 5Restructuring the Shoes Business7×
  7. 6Accelerating the Process from New Product Development to Commercialization6×

★ is this thread; numbers match the list above. The number on a line is how many documents both moved the same way in; lines between the other threads count the documents they moved together in too. Threads that move together often sit closer.

When this could move next
No upcoming earnings preview for Achilles yet. It last moved in the Financial results presentation materials of 2026-08-07: "Mitigated".
News
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Production Adjustments by Overseas Semiconductor Users | Achilles Corporation (5142) | Komori