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Shibaura Mechatronics (6590) · TargetAdvanced

Becoming a Global Niche Leader in the Semiconductor Industry

First written in FY2020. 3 of 4 entries say "Advanced", first in 2026-05-13. Latest entry: 2026-08-06.

4entries
7years
2from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseFirst statedFY20202020: 120202021: 020212022: 020222023: 020232024: 020242025: 020252026: 32026
Same theme, other companies
Achieving High Profitability and Creating Markets through Niche-Leading BusinessesA theme 33 companies write about · 0 as a headwind · 33 as a tailwind

The whole theme swung hardest in 2024: 2 of 8 companies on the "Worse" side.

6 other companies' latest entry also says "Advanced".

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 33 companies compared. The sentences above are computed from all 33.
Full recordFilings, disclosures and news, newest first
  1. 2026-08-06AdvancedEarnings presentation

    「Of ¥49.7 billion in SPE order intake, GNT products accounted for ¥41.6 billion (84%).」

    The figures show that global niche-top product groups accounted for most SPE order intake, demonstrating their concrete contribution to orders.
  2. FY2026AdvancedAnnual report

    「In fiscal 2026, the fiscal year ending March 2027, the company will focus on expanding sales of the 2 models newly added to its global niche top products, while further expanding its existing global niche top product lineup and accelerating development for the launch of new models.」

    The company added 2 new models to its global niche top products and specified plans for expanding sales in fiscal 2026, expanding the existing product lineup and developing new models.
  3. 2026-05-13AdvancedEarnings presentation

    「In FY2028, we aim for GNT products to account for at least 80% of the SPE field.」

    The company set an FY2028 target for global niche-top products in the semiconductor field to account for at least 80% of the SPE business.
  4. FY2020First statedAnnual report

    「The company aims to expand in the semiconductor field by becoming a global niche leader and improve profit margins through cost improvements.」

    For the semiconductor field, the company explicitly stated a new business goal of becoming a global niche leader and identified improving profit margins through cost improvements as the means to achieve it.
Moved together

"Business Expansion in Growth Areas, Strengthening Product Capabilities, and Securing Profits from High-Market-Share Products" moved the same way as this thread, in the same document, in 2 of its 4 moves.

222222★123456
  1. ★This thread
  2. 1Business Expansion in Growth Areas, Strengthening Product Capabilities, and Securing Profits from High-Market-Share Products2×
  3. 2Research and Development in Advanced Technologies and Commercialization through Collaboration with Toshiba2×
  4. 3Cost Reduction, Standardization and Lead-Time Reduction2×
  5. 4Shareholder returns targeting a consolidated payout ratio of approximately 25%2×
  6. 5Improving ROS and ROE2×
  7. 6Contributing to a Sustainable Society through ESG-Focused Management2×

★ is this thread; numbers match the list above. The number on a line is how many documents both moved the same way in; lines between the other threads count the documents they moved together in too. Threads that move together often sit closer.

When this could move next
Shibaura Mechatronics's next results are scheduled for 2026-11-05. Read the earnings preview It last moved in the Earnings presentation of 2026-08-06: "Advanced".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Becoming a Global Niche Leader in the Semiconductor Industry | SHIBAURA MECHATRONICS CORPORATION (6590) | Komori