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Nomura Micro Science (6254) · FactSoftened

Sales Concentration to Samsung Electronics

First written in FY2021. 4 of 7 entries say "Softened", first in FY2022. Latest entry: FY2026.

7entries
6years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2021SoftenedFY2022 – FY2023RaisedFY2024 – FY20252021: 120212022: 120222023: 120232024: 120242025: 120252026: 22026
Same theme, other companies
Risk from dependence on sales and orders from major semiconductor customers and capital investment trendsA theme 23 companies write about · 24 as a headwind · 0 as a tailwind

Nomura Micro Science moved to the "Worse" side of this theme in 2022, the same year as the typical company in this theme.

The whole theme swung hardest in 2025: 7 of 19 companies on the "Worse" side.

1 other company's latest entry also says "Softened".

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 23 companies compared. The sentences above are computed from all 23.
Full recordFilings, disclosures and news, newest first
  1. FY2026Lower concentration in specific customers and broader customer diversificationAnnual report

    「Lapis Semiconductor Co., Ltd.　10,472,800　18.6／SAMSUNG AUSTIN SEMICONDUCTOR,L.L.C.　10,077,801　17.9／SK Hynix Inc.　6,848,070　12.2」

    Sales to SAMSUNG AUSTIN, which accounted for 54.4% of sales in the previous period, declined to 17.9%, while major customers became more diversified across Lapis Semiconductor at 18.6%, SAMSUNG AUSTIN at 17.9%, and SK Hynix at 12.2%.
  2. 2026-05-14SoftenedEarnings

    「主要な顧客ごとの情報 ラピスセミコンダクタ株式会社 10,472,800 日本 SAMSUNG AUSTIN SEMICONDUCTOR,L.L.C. 10,077,801 米国 SK Hynix Inc. 6,848,070 韓国」

    前期に54.4％を占めたSAMSUNG AUSTIN向け売上高は当期に約17.9％となり、主要顧客の売上構成は複数顧客に分散した。
  3. FY2025RaisedAnnual report

    「SAMSUNG AUSTIN SEMICONDUCTOR,L.L.C.　52,436,740　54.4」

    Sales to SAMSUNG AUSTIN were ¥52,437 million, accounting for 54.4% of consolidated net sales, up from 46.1% in the previous period.
  4. FY2024Concentration of major customers changed to SAMSUNG AUSTINAnnual report

    「SAMSUNG AUSTIN SEMICONDUCTOR,L.L.C.　33,691,970　46.1」

    By major customer, sales to SAMSUNG AUSTIN SEMICONDUCTOR were ¥33,692 million, accounting for 46.1% of consolidated net sales. Concentration in another customer within the Samsung Group increased substantially from 20.1% of sales to Samsung Electronics in the previous period.
  5. FY2023SoftenedAnnual report

    「Samsung Electronics Co., Ltd.　9,954,114　20.1」

    Sales to Samsung Electronics were ¥9,954 million, accounting for 20.1% of consolidated net sales, down from 26.4% in the previous period.
  6. FY2022SoftenedAnnual report

    「Samsung Electronics Co., Ltd.　8,415,762　26.4」

    Sales to Samsung Electronics were ¥8,415.762 million, accounting for 26.4% of consolidated net sales, down from 32.0% in the previous period.
  7. FY2021First statedAnnual report

    「Samsung Electronics Co., Ltd.　9,714,169　32.0」

    Sales to Samsung Electronics in the current period were ¥9,714.169 million, accounting for 32.0% of consolidated net sales.
Moved together

"Focus on ultrapure water systems and lower profitability of large-scale projects" moved the same way as this thread, in the same document, in 3 of its 7 moves.

333332★123456
  1. ★This thread
  2. 1Focus on ultrapure water systems and lower profitability of large-scale projects3×
  3. 2Dependence on Fluctuations in Capital Investment in the Semiconductor and LCD-Related Industries3×
  4. 3Downside risk to the global economy from the slowdown in emerging-market economies and the UK’s withdrawal from the EU3×
  5. 4Earnings Improvement Through SG&A Expense Reduction3×
  6. 5Early achievement of a 12% return on assets (ROA) based on ordinary profit3×
  7. 6Return to profitability from losses in the previous period2×

★ 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 Nomura Micro Science yet. It last moved in the Earnings of 2026-05-14: "Softened".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Sales Concentration to Samsung Electronics | Nomura Micro Science Co.,Ltd. (6254) | Komori