Japan Material (6055) · RiskDropped
Continued NAND Flash Memory Shortage
First written in FY2018-Q2. 1 of 2 entries say "Dropped", first in FY2018-Q3. Latest entry: FY2018-Q3.
2entries
2years
0from disclosures
How it moved
Same theme, other companies
Tight Supply and Price Recovery in Semiconductor MemoryA theme 13 companies write about · 10 as a headwind · 2 as a tailwind
The whole theme swung hardest in 2022: 3 of 6 companies on the "Worse" side.
1 other company's latest entry also says "Dropped".
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
- FY2018-Q3DroppedAnnual report
「In the semiconductor market, demand for NAND flash memory remained strong, driven by increased demand for data centers accompanying the spread of IoT and by the growing storage capacity of smartphones.」
The shortage of NAND flash memory stated previously was not explicitly mentioned in this filing, while continued demand was reported. - FY2018-Q2First statedAnnual report
「The semiconductor market was driven by increased demand for data servers accompanying the spread of IoT and by the growing storage capacity of smartphones. The shortage of NAND flash memory continued.」
The shortage of NAND flash memory was explicitly identified for the first time as an actual market condition and was stated to be continuing.