Kokusai Electric (6525) · RiskWorsened
Reliance on Major Customers
First written in FY2024. 2 of 3 entries say "Worsened", first in FY2025. Latest entry: FY2026.
3entries
3years
0from disclosures
How it moved
Same theme, other companies
Risk from dependence on sales and orders from major semiconductor customers and capital investment trendsA theme 28 companies write about · 29 as a headwind · 0 as a tailwind
Kokusai Electric moved to the "Worse" side of this theme in 2025, 4 years after the typical company in this theme (2021).
The whole theme swung hardest in 2025: 10 of 22 companies on the "Worse" side.
11 other companies' latest entry also says "Worsened".
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 28 companies compared. The sentences above are computed from all 28.Full recordFilings, disclosures and news, newest first
- FY2026WorsenedAnnual report
「Samsung Electronics Co., Ltd. 51,258 21.8 Taiwan Semiconductor Manufacturing Co., Ltd. 31,495 13.4」
The company continues to disclose customer concentration, with Samsung's share of revenue rising from 13.3% in the previous fiscal year to 21.8%. TSMC also accounted for 13.4%, while CXMT fell below 10%. - FY2025WorsenedAnnual report
「CXMT Corporation ¥48,759 million 20.4%, Samsung Electronics Co., Ltd. ¥31,806 million 13.3%, Taiwan Semiconductor Manufacturing Co., Ltd. ¥30,827 million 12.9%」
The company continues to disclose revenue concentration among major customers, with CXMT accounting for 20.4% of consolidated revenue, Samsung for 13.3%, and TSMC for 12.9%. - FY2024First statedAnnual report
「Revenue from major customers accounts for a considerable proportion of consolidated revenue.」
The company identifies concentration of revenue among major customers as a risk, with Samsung Electronics accounting for 19.8% of consolidated revenue and CXMT Corporation for 14.5%.