Shibaura Mechatronics (6590) · RiskWorsened
Concentration of Revenue Among Specific Customers
First written in FY2018. 2 of 4 entries say "Worsened", first in 2026-05-13. Latest entry: FY2026.
4entries
9years
1from disclosures
How it moved
Same theme, other companies
Dependence on sales to Taiwan Semiconductor ManufacturingA theme 6 companies write about · 6 as a headwind · 0 as a tailwind
Shibaura Mechatronics moved to the "Worse" side of this theme in 2026.
The whole theme swung hardest in 2026: 2 of 6 companies on the "Worse" side.
1 other company's 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.
Full recordFilings, disclosures and news, newest first
- FY2026WorsenedAnnual report
「Taiwan Semiconductor Manufacturing Company,Ltd. 34,482 39.2」
Sales to TSMC, a major customer, reached ¥34,482 million, or 39.2% of total sales. Sales concentration in a specific customer has risen significantly. - 2026-05-13WorsenedRevision of earnings forecasts
「Taiwan Semiconductor Manufacturing Company,Ltd. 34,482」
As information on major customers, revenue from Taiwan Semiconductor Manufacturing Company,Ltd. was reported at ¥34,482 million. - FY2019MitigatedAnnual report
「Because no external customer accounted for 10% or more of net sales in the consolidated statement of income, this information has been omitted.」
For the specific customer that accounted for 16.1% of sales in the previous fiscal year, sales in the current fiscal year were ¥1,391 million, representing 2.6% of total sales, leaving no major customer accounting for 10% or more. - FY2018First statedAnnual report
「Xianyang Caihong Optoelectronics Technology Co.,LTD 7,930 16.1」
For the first time, the Company disclosed that sales to 1 major customer amounted to ¥7,930 million, representing 16.1% of total sales, as information on a major customer.