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Torex Semiconductor (6616) · TargetAdvancedLatest Financial results presentation (2026-08-12): "Reframed"

Priority expansion into industrial, automotive, and medical equipment

First written in FY2016. 19 of 37 entries say "Advanced", first in FY2017-Q1. Latest entry: 2026-08-12.

37entries
11years
3from disclosures
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How it moved
ProgressHeldSoftenedWorseAdvancedFY2018-Q3 – FY2019-Q3AdvancedFY2022-Q1 – FY2023-Q3OtherFY2025-H1 – FY2026-H12016: 320162017: 320172018: 420182019: 320192020: 420202021: 420212022: 420222023: 320232024: 320242025: 220252026: 42026
Same theme, other companies
Business Expansion into New Growth Fields such as Automotive and EnergyA theme 29 companies write about · 1 as a headwind · 32 as a tailwind

The whole theme swung hardest in 2025: 5 of 24 companies on the "Worse" side.

4 other companies' latest entry also says "Reframed".

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 29 companies compared. The sentences above are computed from all 29.
Full recordFilings, disclosures and news, newest first
  1. 2026-08-12ReframedFinancial results presentation

    「Physical AI and IoT modules All-solid-state battery modules Autonomous driving, ADAS and automotive cameras Power semiconductors for EVs」

    In addition to its traditional focus on industrial, automotive and medical equipment, the company identified physical AI, IoT modules, all-solid-state battery modules, autonomous driving, ADAS and EV power semiconductors as future focus markets.
  2. FY2026AdvancedAnnual report

    「Full-year sales in the Japan business were ¥17,373 million, up 4.8% year on year, mainly due to higher sales to the industrial equipment sector.」

    Japan sales to the industrial equipment sector, a priority market, rose 4.8% year on year. Sales to the industrial equipment sector also increased in Asia, while sales including those to the industrial equipment sector increased in North America.
  3. FY2026-H1Mixed regional sales trends across the priority marketsAnnual report

    「First-half consolidated sales in the Japan business were ¥8,305 million, down 6.3% year on year, and segment profit was ¥316 million, up 34.4%, as higher sales to the industrial equipment sector were outweighed by lower sales mainly to the AV equipment sector.」

    Sales to the industrial equipment sector increased in Japan, Asia and North America, while declining in Europe. In Europe, medical equipment sales increased, resulting in divergent regional trends across the priority markets.
  4. FY2025Mixed regional sales trends across the priority marketsAnnual report

    「Japan business sales were ¥16,576 million, down 11.5% year on year, mainly due to lower sales to the industrial equipment and general consumer equipment sectors. ... Asia business sales were ¥5,615 million, up 10.3% year on year, as sales mainly of module products increased, despite lower sales to the PC equipment sector. ... In Europe, sales to the industrial equipment sector declined. ... In North America, sales including those to the industrial equipment sector increased.」

    Sales in the priority markets declined in Japan and Europe but increased in Asia and North America, resulting in divergent regional trends.
  5. FY2025-H1Mixed regional sales trends across the priority marketsAnnual report

    「In the Japan business, first-half consolidated sales were ¥8,861 million, down 8.6% from the same period of the previous year, and segment profit was ¥235 million, compared with a segment loss of ¥299 million in the same period of the previous year. Sales to the industrial and automotive equipment sectors mainly declined, but the decrease in inventory valuation losses contributed to the result. In the Asia business, first-half consolidated sales were ¥2,732 million, up 10.1% year on year, and segment profit was ¥28 million, up 37.8%, as sales to the industrial and automotive equipment sectors increased.」

    Sales to the industrial and automotive equipment sectors declined in Japan, while increasing in Asia. Sales to the industrial equipment sector declined in Europe, resulting in divergent trends across regions in the priority markets.
  6. FY2024WorsenedAnnual report

    「Against this backdrop, our Group's performance remained sluggish across all markets and sectors during the consolidated fiscal year, and weak orders resulted in the recognition of two major losses: inventory valuation losses and impairment losses.」

    All markets and sectors, including the priority markets, were sluggish, and the Company reported weak orders and the recognition of losses.
  7. FY2024-Q3WorsenedAnnual report

    「Third-quarter cumulative sales in the Japan business were ¥14,260 million, down 15.9% year on year, and segment loss was ¥717 million, compared with segment profit of ¥3,597 million in the same period of the previous year, mainly due to lower sales to the industrial and automotive equipment sectors.」

    Sales to the industrial and automotive equipment sectors, its priority markets, declined in Japan, and the Japan business swung from a segment profit in the same period of the previous year to a loss. The Company also noted lower sales to sectors including industrial equipment in Asia, Europe and North America.
  8. FY2024-Q2WorsenedAnnual report

    「Second-quarter cumulative sales in the Japan business were ¥9,694 million, down 16.3% year on year, and segment loss was ¥299 million, compared with segment profit of ¥2,901 million in the same period of the previous year, mainly due to lower sales to the industrial and automotive equipment sectors.」

    Sales to the industrial and automotive equipment sectors, its priority markets, declined in Japan, resulting in lower sales and a segment loss in the Japan business. The Company also noted lower sales to sectors including industrial equipment in Asia, Europe and North America.
  9. FY2024-Q1WorsenedAnnual report

    「First-quarter cumulative sales in the Japan business were ¥4,601 million, down 19.2% year on year, and operating profit was ¥1 million, down 99.9%, mainly due to lower sales to the industrial and automotive equipment sectors.」

    Sales to the industrial and automotive equipment sectors, its priority markets, declined in Japan, resulting in a 19.2% year-on-year decrease in sales and a 99.9% decrease in operating profit. The Company also noted lower sales to the industrial and automotive equipment sectors in Asia and North America.
  10. FY2023-Q3AdvancedAnnual report

    「Third-quarter cumulative sales in the Japan business were ¥16,947 million, up 9.9% year on year, and segment profit was ¥3,597 million, up 43.1%, mainly due to higher sales to the industrial equipment sector.」

    The Company reported higher third-quarter cumulative Japan business sales and segment profit in the industrial equipment sector, one of its priority markets. It also noted higher sales to the industrial equipment sector in Europe and North America, while sales to the AV equipment sector declined in Asia.
  11. FY2023-Q2AdvancedAnnual report

    「Second-quarter cumulative sales in the Japan business were ¥11,586 million, up 12.7% year on year, and segment profit was ¥2,901 million, up 89.4%, mainly due to higher sales to the industrial equipment sector.」

    The Company reported higher Japan business sales and segment profit in the industrial equipment sector, one of its priority markets. It also noted higher sales to the industrial and automotive equipment sectors in Asia, Europe and North America.
  12. FY2023-Q1AdvancedAnnual report

    「First-quarter cumulative sales in the Japan business were ¥5,697 million, up 17.2% year on year, and operating profit was ¥1,487 million, up 164.8%, mainly due to higher sales to the AV equipment and industrial equipment sectors.」

    The Company reported higher sales and operating profit in the Japan business, which includes the industrial equipment sector, one of its priority markets. It also noted higher sales to the automotive and industrial equipment sectors in Asia and to the industrial equipment sector in Europe and North America.
  13. FY2022AdvancedAnnual report

    「Full-year sales were ¥20,945 million, up 23.5% year on year, and segment profit was ¥3,360 million, up 259.4%, mainly due to higher sales to the industrial equipment and AV equipment sectors.」

    The Company disclosed higher full-year sales and segment profit in the Japan business, which includes the industrial equipment sector, a priority market. It also reported higher sales to the industrial equipment and automotive sectors in Asia, Europe and North America.
  14. FY2022-Q3AdvancedAnnual report

    「Third-quarter cumulative sales in the Japan business were ¥21,952 million, up 32.3% year on year, and segment profit was ¥2,514 million, up 373.0%, mainly due to higher sales to the industrial equipment and AV equipment sectors.」

    The Company reported higher sales and segment profit in the Japan business, which includes the industrial equipment sector, one of its priority markets. It also reported higher sales mainly to the industrial equipment sector in Asia, Europe and North America.
  15. FY2022-Q2AdvancedAnnual report

    「Second-quarter cumulative sales were ¥10,282 million, an increase of ¥1,921 million year on year, mainly due to higher sales to the industrial equipment sector.」

    Sales to the priority industrial equipment market increased in Japan. Sales to the PC equipment sector increased in Asia, while sales to the industrial equipment sector increased in Europe and North America, with higher sales to priority sectors reported in each region.
  16. FY2022-Q1AdvancedAnnual report

    「First-quarter cumulative sales in the Japan business were ¥4,862 million, an increase of ¥483 million year on year, mainly due to higher sales to the automotive and industrial equipment sectors.」

    The Company reported higher Japan business sales to the priority automotive and industrial equipment markets. Sales also increased for PC equipment and automotive equipment in Asia, industrial equipment in Europe, and PC equipment in North America.
  17. FY2021Mixed sales trends across the three priority marketsAnnual report

    「We will focus intensively on capturing the three markets of industrial equipment, automotive equipment and medical equipment, where our Group can leverage its strengths and achieve high growth.」

    The policy of targeting the three priority markets remains unchanged. Industrial equipment performed well for the full year, while automotive equipment declined significantly year on year, resulting in uneven trends within the priority sectors.
  18. FY2021-Q3Mixed regional sales trends across the priority marketsAnnual report

    「Third-quarter cumulative sales in the Asia business were ¥3,843 million, down 10.9% year on year, as higher sales mainly to the medical equipment sector were outweighed by lower sales to the automotive equipment sector.」

    Home appliance sales increased in Japan, and medical equipment sales increased in Asia and Europe. Meanwhile, automotive equipment sales in Asia and industrial equipment sales in Europe and North America declined, resulting in divergent trends across regions in the priority markets.
  19. FY2021-Q2Mixed sales trends across the priority marketsAnnual report

    「Second-quarter cumulative sales were ¥8,360 million, up 21.8% year on year, as higher sales to sectors including industrial equipment more than offset lower sales mainly to the automotive equipment sector.」

    In Japan, sales to the priority automotive equipment market declined while sales to the industrial equipment market increased. In Asia, medical equipment sales increased and automotive equipment sales declined, while industrial equipment sales decreased in Europe and North America, resulting in divergent trends across regions in the priority sectors.
  20. FY2021-Q1AdvancedAnnual report

    「First-quarter cumulative sales in the Japan business were ¥4,378 million, up 35.0% year on year, mainly due to higher sales to the industrial equipment sector.」

    Japan business sales in the industrial equipment sector, one of the priority markets, rose 35.0% year on year. In Asia, sales to the industrial equipment sector increased, while sales to sectors including automotive equipment declined.
  21. FY2020WorsenedAnnual report

    「We will focus intensively on capturing the three markets of industrial equipment, automotive equipment and medical equipment, where our Group can leverage its strengths and achieve high growth.」

    The policy of targeting the three priority markets remains unchanged, but automotive-sector performance was solid this fiscal year while sales in the industrial equipment sector declined, resulting in uneven progress across the priority markets.
  22. FY2020-Q3WorsenedAnnual report

    「Third-quarter cumulative sales were ¥10,698 million, down 19.3% year on year, mainly due to lower sales to the industrial equipment and home appliance sectors.」

    Sales in Japan, including sales to the industrial equipment sector, one of its priority markets, fell 19.3% year on year. Automotive-sector sales increased in Asia, while sales to key sectors also declined in Europe and North America.
  23. FY2020-Q2WorsenedAnnual report

    「Second-quarter cumulative sales were ¥6,863 million, down 22.4% year on year, mainly due to lower sales to the industrial equipment and home appliance sectors.」

    Sales in Japan, including sales to the industrial equipment sector, one of its priority markets, fell 22.4% year on year. In Asia, sales to the industrial equipment sector also declined, while sales to the automotive sector increased.
  24. FY2020-Q1WorsenedAnnual report

    「First-quarter cumulative sales were ¥3,244 million, down 28.2% year on year, mainly due to lower sales to the industrial and automotive sectors.」

    Japan segment sales to the industrial and automotive sectors, its priority markets, fell 28.2% year on year. In Asia, however, sales to the automotive sector increased.
  25. FY2019-Q3AdvancedAnnual report

    「Sales were ¥13,259 million, up 6.9% year on year, mainly due to higher sales to sectors including industrial equipment and home appliances.」

    The Company reported nine-month cumulative Japan segment sales of ¥13,259 million, up 6.9% year on year, including sales to the industrial equipment sector, one of its priority markets.
  26. FY2019-Q2AdvancedAnnual report

    「Second-quarter cumulative sales were ¥8,846 million, up 7.9% year on year, mainly due to higher sales to sectors including industrial and automotive equipment.」

    The Company reported Japan segment sales of ¥8,846 million to sectors including industrial and automotive equipment, its priority markets, up 7.9% year on year.
  27. FY2019-Q1AdvancedAnnual report

    「First-quarter cumulative sales were ¥4,518 million, up 14.6% year on year, due to higher sales mainly to the industrial equipment and home appliance sectors, as well as higher automotive-sector sales at Phenitec Semiconductor Co., Ltd.」

    In the Japan segment, which includes the industrial and automotive equipment sectors identified as priority areas, the Company reported higher first-quarter sales to the automotive, industrial equipment and home appliance sectors.
  28. FY2018AdvancedAnnual report

    「Consolidated fiscal-year sales were ¥16,772 million, up 14.8% year on year, as sales mainly to the industrial equipment sector increased, while sales to sectors including communications equipment and digital consumer electronics remained sluggish.」

    The Company reported higher full-year sales to the industrial equipment sector, one of its priority markets.
  29. FY2018-Q3AdvancedAnnual report

    「Sales were ¥12,404 million, up 16.5% year on year, as sales to sectors including industrial equipment increased, while sales mainly to the communications equipment and digital consumer electronics sectors remained sluggish.」

    The Company reported higher sales to the industrial equipment sector, one of its priority markets, as the performance of the Japan segment for the nine-month cumulative period.
  30. FY2018-Q2RestatedAnnual report

    「To provide locally focused sales and technical support in the automotive and industrial equipment sectors, areas on which our Group is concentrating, and further strengthen our sales base, we opened the Nagoya Sales Office on 1 June 2017.」

    The Company continues to provide locally focused sales and technical support, with automotive and industrial equipment as its focus areas.
  31. FY2018-Q1AdvancedAnnual report

    「First-quarter cumulative sales were ¥3,944 million, up 13.3% year on year, as sales mainly to the industrial equipment and home appliance sectors increased, despite a decline in sales to other sectors.」

    The Company reported higher first-quarter cumulative sales to the industrial and automotive equipment sectors, its priority markets.
  32. FY2017-Q3AdvancedAnnual report

    「Sales were ¥10,648 million, up 381.8% year on year, due to higher sales to sectors including automotive and industrial equipment.」

    The Company also reported higher nine-month cumulative sales to the automotive and industrial equipment sectors, its priority markets. Sales in Japan include an ¥8,208 million increase from the consolidation of PTS.
  33. FY2017-Q2AdvancedAnnual report

    「First-half sales were ¥6,959 million, up 382.4% year on year, as sales mainly to the industrial and automotive equipment sectors increased, despite a decline in sales to sectors including digital consumer electronics and information equipment.」

    The Company reported higher first-half cumulative sales to the industrial and automotive equipment sectors, its priority markets. However, the increase of ¥5,228 million from the consolidation of PTS is included in sales in Japan.
  34. FY2017-Q1AdvancedAnnual report

    「First-quarter sales were ¥3,480 million, up 424.2% year on year, as sales mainly to the industrial and automotive equipment sectors increased, despite a decline in sales to sectors including digital consumer electronics.」

    The Company reported higher sales to the industrial and automotive equipment sectors, which it had identified as priority markets. However, the increase also included higher sales from the consolidation of PTS.
  35. FY2016First statedAnnual report

    「We will focus on capturing the industrial, automotive and medical equipment markets as high-growth markets where our Group can leverage its strengths.」

    The Company identified high-growth priority markets and indicated a policy of concentrating management resources on them.
Moved together

"R&D and Capital Expenditures, and Optimization of Assets and Invested Capital" moved the same way as this thread, in the same document, in 17 of its 37 moves.

1713131155★123456
  1. ★This thread
  2. 1R&D and Capital Expenditures, and Optimization of Assets and Invested Capital17×
  3. 2Operating Profit, Ordinary Profit and Net Income Decline Despite Sales Growth13×
  4. 3Foreign exchange fluctuation risk associated with overseas sales of approximately 70%13×
  5. 4Slowing Semiconductor Demand and Fluctuations in Product Demand11×
  6. 5Integration of Design and Manufacturing Technologies Through the Acquisition of フェニテックセミコンダクター as a Subsidiary5×
  7. 6Political, Institutional and Regulatory Change Risks Associated with Overseas Expansion5×

★ 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
No upcoming earnings preview for Torex Semiconductor yet. It last moved in the Financial results presentation of 2026-08-12: "Reframed".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Priority expansion into industrial, automotive, and medical equipment | TOREX SEMICONDUCTOR LTD. (6616) | Komori