Komori
Socionext (6526) · RiskFirst stated

Competitive risks from intensifying competition and major technology companies developing their own SoCs

First written in FY2026. . Latest entry: FY2026.

1entries
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0from disclosures
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Same theme, other companies
Intensifying competition and declining competitive position in the semiconductor marketA theme 12 companies write about · 13 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2018: 2 of 7 companies on the "Worse" side.

0 other companies' latest entry also says "First stated".

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.