Komori
S

Socionext Inc.

6526Electrical Equipment and Precision InstrumentsMid cap
1,859JPY-11.4%
★ Watch (sign-up required)
Price history
¥1,859Latest+75.3%
Drag across the chart to measure the move between two points.Delayed 15 minutes · monthly closing basis
Business overview

This report details the business activities, strategy and risks of a fabless semiconductor vendor that operates as a semiconductor design services company, with its “Solution SoC” business model at its core, providing comprehensive support to customers from the joint design and development of optimal SoCs through to mass production. The Company combines its advanced design expertise with technologies from external partners and jointly manages the entire process, from architecture design and front-end design through manufacturing and packaging, for applications including data centers and networking, automotive, smart devices and industrial equipment. In response to customer requirements, it provides custom SoCs using advanced process nodes of 7 nm and below. The Group operates a fabless model under which it receives NRE revenue (Non-Recurring Engineering revenue) during the design and development phase and product revenue during the mass-production phase. Its principal customers are covered by individual contracts, and the Group operates in a single segment, Solution SoC.

Recurring subjects
No threads yetThis company's filings have not been read yet. We are adding them progressively.
Companies sharing a theme
Loading
Documents
See all timely disclosuresSee all statutory filings
News
See all news
Key numbersShowing 8 of 18
PBR
2.6How many times the company's net assets? Around 1x is generally considered a benchmark.
ROE
-0.5%Earning power. A figure above 10% is generally considered good.
Dividend yield
0.0%The annual dividend as a percentage of the share price.
Market capitalization
¥335bnShare price × number of shares. The value of the entire company.
Equity ratio
74.1%The proportion of assets funded by money that does not have to be repaid.
Operating margin
-1.7%The percentage of revenue remaining from the company’s core business.
Revenue growth (3 years)
-14.0%The average annual growth in sales over the past three years.
Forward P/E
33.45Forward P/E based on estimated earnings for the next fiscal year.
What to watch next
Transition of advanced SoC projects from development completion to mass production, with NRE revenue shifting to sustained growth in mass-production revenue
The next 12–24 monthsImpact HighLikelihood Medium
Progress in business discussions for data center/network projects, from the development phase to mass-production adoption
The next 6–18 monthsImpact MediumLikelihood Medium
PoC and development results in 2nm/1.4nm and chiplet applications (CPU/IO/application-specific) leading to customer adoption, with the next milestone update
The next 18–36 monthsImpact HighLikelihood Low
Continued viability of the supply structure, including TSMC and OSAT providers, with confirmation that geopolitical, export-control and regulatory developments do not affect earnings
Ongoing monitoring, as neededImpact MediumLikelihood Medium
What to watch next
Loading
Who owns itTop holders total 41.9%
Listed holders 41.9%Everyone else 58.1%
The Master Trust Bank of Japan, Ltd. (Trust Account)21.97%
株式会社日本カストディ銀行 (Trust Account)8.93%
STATE STREET BANK AND TRUST COMPANY 5053012.76%
JP MORGAN CHASE BANK 3857811.40%
NORTHERN TRUST CO.（AVFC）1.32%
HSBC-FUND SERVICES CLIENTS A/C1.24%
STATE STREET BANK AND TRUST COMPANY 5050011.21%
MSCO CUSTOMER SECURITIES1.07%
2 other listed holders2.01%
Who owns it
HolderOwnership (%)
The Master Trust Bank of Japan, Ltd. (Trust Account)21.97
株式会社日本カストディ銀行 (Trust Account)8.93
STATE STREET BANK AND TRUST COMPANY 5053012.76
JP MORGAN CHASE BANK 3857811.40
NORTHERN TRUST CO.（AVFC）1.32
HSBC-FUND SERVICES CLIENTS A/C1.24
STATE STREET BANK AND TRUST COMPANY 5050011.21
MSCO CUSTOMER SECURITIES1.07
2 other listed holders2.01
This company's documents
Filings
Timely disclosures
Threads