Difficulty of Changing Analog Semiconductor Manufacturing Lines and Concentration Among Contract Manufacturers
First written in FY2016. 5 of 6 entries say "Restated". Latest entry: FY2025.
The whole theme swung hardest in 2022: 3 of 6 companies on the "Worse" side.
2 other companies' latest entry also says "Restated".
- FY2025RestatedAnnual report
「Approximately 2 years are required for tuning the manufacturing process and related work.」
It reconfirms the characteristics of analog power semiconductors, for which changing manufacturing lines takes an extended period, and the resulting supply risk from concentration of production sites. - FY2024RestatedAnnual report
「Approximately 2 years are required for tuning the manufacturing process and related work.」
It reconfirms the supply risk arising from the difficulty of changing manufacturing lines for analog power semiconductors and the concentration of production sites and outsourcing partners. - FY2021RestatedAnnual report
「Approximately 2 years are required for tuning the manufacturing process and related work.」
It reconfirms the characteristics of analog power semiconductors, for which changing manufacturing lines takes an extended period, and the resulting supply risk from concentration of production sites. - FY2020RestatedAnnual report
「Approximately 2 years are required for tuning the manufacturing process and related work.」
It reconfirms the risk that production sites cannot easily be changed because changing manufacturing lines for analog power semiconductors takes approximately 2 years. - FY2018RestatedAnnual report
「Approximately 2 years are required for tuning the manufacturing process and related work.」
It reconfirms the risk of supply concentration due to the difficulty of changing manufacturing lines for analog semiconductors and the high proportion of production outsourced to Fenitec and Renesas. - FY2016First statedAnnual report
「Approximately 2 years are required for tuning the manufacturing process and related work.」
A large proportion of production is outsourced to Fenitec Semiconductor and Renesas Semiconductor Package & Test Solutions, indicating that deterioration in relationships with outsourcing partners or natural disasters could impede stable supply.