Komori
Towa (6315) · RiskRestated

Price Competition in Semiconductor Manufacturing Equipment and the Risk of Declining Product Prices

First written in FY2018. 2 of 3 entries say "Restated". Latest entry: FY2026.

3entries
9years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2018 – FY20262018: 120182019: 120192020: 020202021: 020212022: 020222023: 020232024: 020242025: 020252026: 12026
Same theme, other companies
Price competition and falling product prices in the semiconductor manufacturing equipment marketA theme 1 companies write about · 1 as a headwind · 0 as a tailwind

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

Full recordFilings, disclosures and news, newest first
  1. FY2026RestatedAnnual report

    「In order to maintain and expand market share, we plan to respond to price declines by reducing product costs and cutting expenses, while providing customers with value exceeding the price by increasing the added value of our products, including by expanding the scope in which TOWA’s proprietary compression technology can be used and establishing a new de facto standard as a leading company in semiconductor molding equipment.」

    The policy of addressing price competition through cost reductions and expense cuts, together with increased added value from expanding the application of compression technology and establishing a new de facto standard, continues to be disclosed.
  2. FY2019RestatedAnnual report

    「We plan to respond to price declines by reducing product costs and cutting expenses in order to maintain and expand market share, but extreme competition or a sharp decline in market prices for products could affect our group’s financial results.」

    The policy of reducing product costs and cutting expenses as measures to address price competition, and the risk of an impact on financial results from sharp price declines, continue to be disclosed.
  3. FY2018First statedAnnual report

    「The semiconductor manufacturing equipment business faces intense competition in Japan and overseas, and product prices in product categories competing with those of other companies are expected to decline further. We plan to respond to price declines by reducing product costs and cutting expenses in order to maintain and expand market share, but extreme competition or a sharp decline in market prices for products could affect our group’s financial results.」

    The risk of declining product prices due to intense competition and the impact on financial results if cost reductions and expense cuts are insufficient to address it are disclosed.
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When this could move next
Towa's next results are scheduled for 2026-11-06. Read the earnings preview
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