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J.E.T. (6228) · InitiativeAdvanced

Avoiding dependence on specific countries and customers and expanding the customer base

First written in FY2023. 4 of 6 entries say "Advanced", first in FY2024. Latest entry: 2026-08-14.

6entries
3years
2from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2023AdvancedFY2024OtherFY2025-H12024: 120242025: 220252026: 32026
Same theme, other companies
特定国・顧客依存回避による販売先分散A 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. FY2025AdvancedAnnual report

    「In September 2025, we invested for a 24.0% equity interest in Xinbisi Semiconductor Technology (Nantong) Co., Ltd.」

    States that the company acquired a 24.0% interest in a Chinese domestic equipment manufacturer to diversify its customer base and expand in China. In the United States, revenue was recognized, while customer development and delivery activities for an innovative single-wafer system continued in Japan.
  2. FY2025-H1Progress in US sales and delays in JapanAnnual report

    「Although cleaning equipment for Korean memory manufacturers and for the new US market proceeded as planned, revenue declined due to delays in sales of cleaning equipment for Chinese foundries and the new Japanese market, among other factors.」

    US cleaning equipment proceeded as planned and generated revenue, while sales of cleaning equipment for Japan were delayed, resulting in both progress and delays in geographic expansion aimed at reducing dependence on specific regions.
  3. FY2024AdvancedAnnual report

    「To avoid dependence on sales concentrated in specific countries or customers, we are pursuing sales initiatives in South Korea, China, and Taiwan, our priority targets, as well as the United States and Japan, where new investment is expected.」

    Customer-base expansion measures include sales activities in South Korea, China, Japan, and the United States, the launch of the BW3500 in China, and joint development and consideration of adoption of a new single-wafer system.
  4. FY2023First statedAnnual report

    「To reduce the impact of market changes on revenue and profit and achieve stable, sustained growth, we are pursuing sales initiatives in South Korea, China, and Taiwan, our priority targets, as well as the United States and Japan, where new investment is expected, in order to avoid dependence on sales concentrated in specific countries or customers. In the South Korean market, which accounted for more than 80% of our revenue in 2018, we have focused on processes in which we excel for Samsung Electronics, which competes for the No. 1 or No. 2 position in the global memory market. Following the Japanese government’s announcement in July 2019 of tighter export controls on South Korea, major customers increased their need to manufacture equipment domestically in South Korea. We therefore established J.E.T. Korea Co., Ltd. as a local manufacturing subsidiary and aim to enter processes that we had not previously addressed, including new process equipment for memory manufacturing and equipment for system LSIs.」

    The policy is to expand sales destinations, including the United States and Japan, while reducing dependence on South Korea, China, and Taiwan. Measures include local manufacturing in South Korea, proposals for new equipment in China, establishment of a US subsidiary, and creation of a sales team in Japan.
Moved together

"Strengthening the Internal Management and Compliance Framework" moved the same way as this thread, in the same document, in 3 of its 6 moves.

332222★123456
  1. ★This thread
  2. 1Strengthening the Internal Management and Compliance Framework3×
  3. 2Delays in the Ramp-Up of Equipment for Korean Memory Manufacturers3×
  4. 3Flexible production activities in response to market changes2×
  5. 4Entry into the semiconductor equipment market through the establishment of a U.S. sales office2×
  6. 5Mass production and sales mix targets for an innovative single-wafer cleaning system2×
  7. 6Products 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: "Advanced".
News
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Avoiding dependence on specific countries and customers and expanding the customer base | J.E.T.Co.,LTD. (6228) | Komori