Aimechatec (6227) · RiskWorsened
Risk of Semi-Finished Products Remaining in Inventory and Valuation Losses Associated with Semiconductor Business Expansion
First written in FY2025. 1 of 2 entries say "Worsened", first in FY2026. Latest entry: FY2026.
2entries
2years
0from disclosures
How it moved
Same theme, other companies
Decline in the Net Realizable Value of InventoriesA theme 206 companies write about · 209 as a headwind · 0 as a tailwind
Aimechatec moved to the "Worse" side of this theme in 2026, 2 years after the typical company in this theme (2024).
The whole theme swung hardest in 2018: 11 of 37 companies on the "Worse" side.
41 other companies' latest entry also says "Worsened".
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 196 companies compared. The sentences above are computed from all 196.Comparing 200 of the theme's 210 threads.Full recordFilings, disclosures and news, newest first
- FY2026WorsenedAnnual report
「As a result, an impairment loss of ¥1,096.740 million was recognized in cost of sales in the consolidated statement of income for the fiscal year.」
Inventory risk associated with products manufactured in advance and other items expanded with the growth of the semiconductor business, and inventory impairment losses of ¥1,096.740 million on products, ¥317.126 million on work in progress and ¥646.793 million on raw materials, totaling ¥2,060.660 million, were recognized. - FY2025First statedAnnual report
「As these products are on an increasing trend due to the rapid expansion of the semiconductor business, any delay or cancellation of orders for these products could affect the performance and financial condition of our Group.」
As the volume of semi-finished products manufactured in advance using standardized components increased, the risk of inventory accumulation in the event of order delays or cancellations was identified as a major risk for the first time. During the fiscal year, an impairment loss of ¥347.360 million was recognized on semi-finished products, including ¥322.190 million related to products manufactured in advance.