Komori
Towa (6315) · FactFirst stated

Business Model Changes as Major IDMs Expand Contract Semiconductor Manufacturing

First written in FY2018-Q3. . Latest entry: FY2018-Q3.

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Changes in the semiconductor business structure driven by major IDMs strengthening their foundry operationsA theme 1 companies write about · 0 as a headwind · 0 as a tailwind

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  1. FY2018-Q3First statedAnnual report

    「In addition, major IDMs are expected to strengthen their contract semiconductor manufacturing businesses, among other developments, and changes in business models are likely to emerge in the future.」

    For the first time, the company disclosed as a standalone theme that the semiconductor industry's business models are expected to change in the future as major IDMs strengthen their contract semiconductor manufacturing businesses.
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