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Hpc Systems (6597) · RiskTime and costs associated with alternative sourcing are specified.

Dependence on a Specific Supplier

First written in FY2019. 3 of 5 entries say "Restated". Latest entry: FY2025.

5entries
7years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2019 – FY20252019: 120192020: 120202021: 120212022: 020222023: 120232024: 020242025: 12025
Same theme, other companies
Concentrated dependence on specific suppliersA theme 98 companies write about · 98 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2020: 20 of 61 companies on the "Worse" side.

8 other companies' latest entry also says "Other".

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 98 companies compared. The sentences above are computed from all 98.
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  1. FY2025Time and costs associated with alternative sourcing are specified.Annual report

    「Although alternative suppliers exist, time costs may arise in addressing matters such as securing the required quantities, coordinating delivery schedules and higher procurement costs, potentially affecting the Group's business and performance.」

    While indicating that alternative suppliers exist in relation to dependence on the main supplier, the company specifically describes securing quantities, coordinating delivery schedules, higher procurement costs and time costs.
  2. FY2023RestatedAnnual report

    「The main supplier for our HPC business is Super Micro Computer,Inc. in the United States. Although we have entered into a distributorship agreement with the company and receive stable supplies under that agreement, if it becomes difficult to continue the business relationship due to factors such as declining product competitiveness accompanying a relative deterioration in the company's technological standards, we will need to seek alternative suppliers for procurement against orders received.」

    Dependence on Super Micro Computer,Inc. as the main supplier and the possibility of alternative sourcing have been reiterated.
  3. FY2021RestatedAnnual report

    「Super Micro Computer,Inc., United States: This is an agreement concerning the procurement of hardware products, mainly servers, for the sale of hardware, or computers for scientific and technical computing, which is one of the main components of the one-stop service for the HPC business.」

    The HPC hardware procurement relationship with Super Micro Computer,Inc. as the main supplier and the associated dependence risk have been reconfirmed.
  4. FY2020RestatedAnnual report

    「The main supplier for our HPC business is Super Micro Computer,Inc. in the United States. Although we have entered into a distributorship agreement with the company and receive stable supplies under that agreement, if it becomes difficult to continue the business relationship due to factors such as declining product competitiveness accompanying a relative deterioration in the company's technological standards, we will need to seek alternative suppliers for procurement against orders received.」

    Dependence on Super Micro Computer,Inc. as the main supplier and the possibility of alternative sourcing have been reiterated.
  5. FY2019First statedAnnual report

    「The main supplier for our HPC business is Super Micro Computer,Inc. in the United States. Although we have entered into a distributorship agreement with the company and receive stable supplies under that agreement, if it becomes difficult to continue the business relationship due to factors such as declining product competitiveness accompanying a relative deterioration in the company's technological standards, we will need to seek alternative suppliers for procurement against orders received.」

    The difficulty of continuing business with the main HPC supplier and the cost of alternative sourcing are identified as risks.
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