Risk of Rising Raw Material Prices and Margin Pressure Amid Strong Semiconductor Demand
First written in FY2018. 8 of 14 entries say "Restated". Latest entry: FY2026.
Torex Semiconductor moved to the "Worse" side of this theme in 2026, 5 years after the typical company in this theme (2021).
The whole theme swung hardest in 2021: 27 of 53 companies on the "Worse" side.
18 other companies' latest entry also says "Worsened".
- FY2026WorsenedAnnual report
「In the semiconductor manufacturing field, manufacturing costs are beginning to rise significantly as the cost of materials, including gold, has increased sharply.」
Regarding the risk of rising raw material prices, the Company stated that the cost of materials such as gold has continued to rise and that manufacturing costs are beginning to increase significantly. - FY2025RestatedAnnual report
「In preparation for future semiconductor demand, we are making capital investments to secure production capacity in response to product demand, while raising product selling prices in response to soaring raw material prices.」
The policy of raising product selling prices in response to soaring raw material prices remains in place. - FY2025-H1RestatedAnnual report
「In preparation for future semiconductor demand, we are making capital investments to secure production capacity in response to product demand, while raising product selling prices in response to soaring raw material prices.」
The policy of raising product selling prices in response to soaring raw material prices remains in place. - FY2024RestatedAnnual report
「In response to soaring raw material prices, we are raising product selling prices.」
The policy of raising selling prices in response to soaring raw material prices remains in place. - FY2024-Q3RestatedAnnual report
「In preparation for future semiconductor demand, we are making capital investments to secure production capacity in response to product demand, while raising product selling prices in response to soaring raw material prices.」
The Company continues capital investment to prepare for future semiconductor demand and raises product selling prices in response to soaring raw material prices. - FY2024-Q2RestatedAnnual report
「In preparation for future semiconductor demand, we are making capital investments to secure production capacity in response to product demand, while raising product selling prices in response to soaring raw material prices.」
The Company continues to respond to soaring raw material prices by raising product selling prices. - FY2024-Q1RestatedAnnual report
「In preparation for future semiconductor demand, we are making capital investments to secure production capacity in response to product demand, while raising product selling prices in response to soaring raw material prices.」
The Company continues to respond to soaring raw material prices by raising product selling prices. - FY2022-Q3RestatedAnnual report
「As global semiconductor demand increases, we are promoting further capital investment to secure production capacity in response to product demand, while raising product selling prices in response to soaring raw material prices.」
As raw material prices remain elevated, the Company continues to respond by securing production capacity through capital investment and raising product selling prices. - FY2022-Q2Promoting measures involving higher selling pricesAnnual report
「As global semiconductor demand increases, we are promoting further capital investment to secure production capacity in response to product demand, while raising product selling prices in response to soaring raw material prices.」
The Company has explicitly stated that it is responding to continued high raw material prices by raising product selling prices. - FY2021WorsenedAnnual report
「Tight semiconductor supply and demand can lead to difficulty procuring raw materials and higher prices, which may have a negative impact on the Company.」
Difficulty procuring raw materials and rising prices due to tight semiconductor supply and demand are identified as specific burdens in the business environment. - FY2020RestatedAnnual report
「The purchase prices of raw materials and other items procured are affected by market fluctuations, but if the increases in the prices of these raw materials and other items cannot be adequately reflected in the selling prices of our products,」
The Company continues to disclose the risk of margin pressure from rising raw material and semi-finished product prices and difficulty passing these increases through to selling prices. - FY2018First statedAnnual report
「Raw material prices have recently risen amid strong conditions in the semiconductor market, creating concern that the Company's margins may come under pressure.」
Rising raw material prices have occurred and are disclosed independently for the first time as a concern that could pressure フェニテック's margins. Measures include improving yields and reviewing procurement policies.