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J.E.T. (6228) · TargetUS revenue scheduled for recognition in the second half

Entry into the semiconductor equipment market through the establishment of a U.S. sales office

First written in FY2023-Q3. 4 of 7 entries say "Advanced", first in FY2023. Latest entry: 2026-08-14.

7entries
4years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseAdvancedFY2023 – FY20252023: 120232024: 120242025: 220252026: 32026
Same theme, other companies
Entry into the semiconductor equipment market through the establishment of a U.S. sales officeA theme 1 companies write about · 0 as a headwind · 1 as a tailwind

No other company in this theme has enough history to compare yet.

Full recordFilings, disclosures and news, newest first
  1. 2026-08-14RestatedEarnings

    「In the United States, we are proceeding with the start-up of equipment for a Korean foundry, and revenue is scheduled to be recognized in the fiscal year ending December 2026.」

    The Company reported that start-up of equipment for a Korean foundry in the United States was continuing and that sales were scheduled to be recognized during the fiscal year.
  2. FY2026-H1US revenue scheduled for recognition in the second halfAnnual report

    「Start-up of cleaning equipment for Chinese semiconductor manufacturers and Korean memory manufacturers was completed and revenue was recognized. However, equipment for a Korean foundry being started up in the United States was scheduled to generate sales in the second half, resulting in lower sales than in the previous year.」

    States that equipment for a Korean foundry being ramped up in the United States is scheduled to generate revenue in the second half, resulting in a change in the timing of US revenue recognition.
  3. FY2025AdvancedAnnual report

    「JET AMERICA INC., the wholly owned consolidated US subsidiary, was established in October 2023 and began operations in January 2024. It secured business discussions for cleaning equipment for glass interposers, recognized revenue in 2025, and will continue efforts to expand sales.」

    States that business discussions secured by the US subsidiary for glass-interposer cleaning equipment progressed to revenue recognition in 2025.
  4. FY2025-H1AdvancedAnnual report

    「Although cleaning equipment for Korean memory manufacturers and for the new US market proceeded as planned,」

    States that US cleaning equipment proceeded as planned and that ¥682 million in US revenue was recognized in the first half of 2025, marking progress from business discussions to actual sales.
  5. FY2024AdvancedAnnual report

    「In the United States, we established the wholly owned consolidated subsidiary JET AMERICA INC. in October 2023 to deliver cleaning equipment to new customers and began operations. We secured new business discussions and believe that these can be recorded as results in 2025.」

    States that JET AMERICA INC. secured new business discussions and progressed to the stage of expecting revenue recognition in 2025.
  6. FY2023AdvancedAnnual report

    「In the United States, we established the wholly owned consolidated subsidiary JET AMERICA INC. in October 2023 to deliver cleaning equipment to new customers and began operations.」

    States that JET AMERICA INC. was established in October 2023 and began activities aimed at delivering cleaning equipment to new US customers.
  7. FY2023-Q3First statedAnnual report

    「As one of our group’s growth strategies, we aim to enter the US semiconductor equipment market by establishing a new sales office in the United States, where substantial capital investment in the semiconductor industry is planned.」

    States that a US sales office was established as a growth strategy and that JET AMERICA INC. was incorporated, with operations scheduled to begin in January 2024.
Moved together

"Delays in the Ramp-Up of Equipment for Korean Memory Manufacturers" moved the same way as this thread, in the same document, in 2 of its 7 moves.

22222★12345
  1. ★This thread
  2. 1Delays in the Ramp-Up of Equipment for Korean Memory Manufacturers2×
  3. 2Flexible production activities in response to market changes2×
  4. 3Continued investment in research and development2×
  5. 4Avoiding dependence on specific countries and customers and expanding the customer base2×
  6. 5Products That Reduce Environmental Impact and Business Operations2×

★ 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 J.E.T. yet. It last moved in the Earnings of 2026-08-14: "Restated".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Entry into the semiconductor equipment market through the establishment of a U.S. sales office | J.E.T.Co.,LTD. (6228) | Komori