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Torex Semiconductor (6616) · InitiativeRestatedLatest Presentation materials on financial results (2026-08-12): "Advanced"

Optimizing the Allocation of Manufacturing Processes Inside and Outside the Group While Remaining Fundamentally Fabless

First written in FY2016. 21 of 31 entries say "Restated". Latest entry: 2026-08-12.

31entries
11years
2from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2016 – FY2017-Q3RestatedFY2019-Q3 – FY2022-Q1RestatedFY2025-H1 – FY20252016: 220162017: 220172018: 320182019: 320192020: 420202021: 420212022: 420222023: 320232024: 320242025: 120252026: 22026
Same theme, other companies
Production System Optimization through Insourcing and Use of Partner ManufacturersA theme 35 companies write about · 0 as a headwind · 36 as a tailwind

The whole theme swung hardest in 2020: 2 of 18 companies on the "Worse" side.

13 other companies' latest entry also says "Advanced".

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 35 companies compared. The sentences above are computed from all 35.
Full recordFilings, disclosures and news, newest first
  1. FY2025RestatedAnnual report

    「At Phenitec Semiconductor Co., Ltd., the company invested in Okayama Plant No. 1 and the Kagoshima Plant to establish a long-term, stable product supply system, develop competitive products, improve productivity and respond to growing semiconductor demand.」

    While maintaining a primarily fabless model, the company continues to use Phenitec's in-house manufacturing capabilities and invest in Okayama Plant No. 1 and the Kagoshima Plant.
  2. FY2025-H1RestatedAnnual report

    「At Phenitec Semiconductor Co., Ltd., the company is investing in Okayama Plant No. 1 and the Kagoshima Plant to establish a long-term, stable product supply system, develop competitive products and improve productivity.」

    Through investment in Phenitec's Okayama Plant No. 1 and Kagoshima Plant, the company continues measures aimed at ensuring stable supply, enhancing competitiveness and improving productivity.
  3. FY2024AdvancedAnnual report

    「At フェニテック岡山第1工場, the integration with the second plant was completed to establish a long-term, stable product supply system, produce competitive products and improve productivity.」

    Under a policy of using the group's in-house manufacturing capabilities, the company has reported concrete progress in the form of completing the integration of Okayama Plant No. 2.
  4. FY2024-Q3RestatedAnnual report

    「At Phenitec Semiconductor Co., Ltd., the company is investing in Okayama Plant No. 1 and the Kagoshima Plant to establish a long-term, stable product supply system, develop competitive products, improve productivity and respond to growing semiconductor demand.」

    While maintaining a primarily fabless model, the company continues to invest in Phenitec's Okayama Plant No. 1 and Kagoshima Plant by using the group's in-house manufacturing capabilities.
  5. FY2024-Q2RestatedAnnual report

    「At Phenitec Semiconductor Co., Ltd., the company is investing in Okayama Plant No. 1 and the Kagoshima Plant to establish a long-term, stable product supply system, develop competitive products, improve productivity and respond to growing semiconductor demand.」

    While maintaining a primarily fabless model, the company continues to invest in Phenitec's Okayama Plant No. 1 and Kagoshima Plant by using the group's in-house manufacturing capabilities.
  6. FY2024-Q1RestatedAnnual report

    「At Phenitec Semiconductor Co., Ltd., the company is investing in Okayama Plant No. 1 and the Kagoshima Plant to establish a long-term, stable product supply system, develop competitive products, improve productivity and respond to growing semiconductor demand.」

    Through investment in Phenitec's Okayama Plant No. 1 and Kagoshima Plant, the company continues to ensure stable supply, improve productivity and respond to semiconductor demand.
  7. FY2023-Q3RestatedAnnual report

    「With demand for semiconductors expected to remain strong globally over the medium to long term, the company has invested in equipment at overseas manufacturing partners and entered into long-term production outsourcing agreements to secure production capacity.」

    Under a production policy centered on a fabless model while using external manufacturing partners, the company continues to secure production capacity through capital investment at overseas manufacturing partners and long-term production outsourcing agreements.
  8. FY2023-Q2AdvancedAnnual report

    「With demand for semiconductors expected to remain strong globally over the medium to long term, the company has invested in equipment at overseas manufacturing partners and entered into long-term production outsourcing agreements to secure production capacity.」

    Under a production policy centered on a fabless model while using external manufacturing partners, the company implemented specific measures consisting of capital investment at overseas manufacturing partners and the execution of long-term production outsourcing agreements.
  9. FY2023-Q1RestatedAnnual report

    「At Phenitec Semiconductor Co., Ltd., in addition to establishing a long-term, stable product supply system, developing competitive products and improving productivity, the company has postponed completion of the integration of Okayama Plant No. 2 into Okayama Plant No. 1 to meet growing semiconductor demand, and is proceeding with further investment in Okayama Plant No. 1 and the Kagoshima Plant while continuing production at Okayama Plant No. 2.」

    The company has reaffirmed its policy of postponing completion of the plant integration and continuing production at Okayama Plant No. 2 while proceeding with additional investment in Okayama Plant No. 1 and the Kagoshima Plant.
  10. FY2022Continued production and additional investment while integration work is postponedAnnual report

    「At フェニテックセミコンダクター株式会社, in addition to establishing a long-term, stable product supply system, producing competitive products and improving productivity, the company has postponed completion of the integration of the head-office plant into the first plant in response to growing semiconductor demand and is continuing production at the head-office plant while pursuing further investment at the first plant and the Kagoshima plant.」

    While postponing the integration of the First Plant and continuing production at the Head Office Plant, the company is proceeding with additional investment in the First Plant and Kagoshima Plant.
  11. FY2022-Q3RestatedAnnual report

    「Regarding the integration of フェニテックセミコンダクター’s head-office plant into the first plant, which was being pursued to establish a long-term, stable product supply system, produce competitive products and improve productivity, completion of the integration work has been postponed in response to growing semiconductor demand, and production at the head-office plant is continuing.」

    The company has reaffirmed its policy of postponing the integration work into the first plant in response to semiconductor demand and continuing production at the head-office plant.
  12. FY2022-Q2SoftenedAnnual report

    「Regarding the integration of フェニテックセミコンダクター’s head-office plant into the first plant, which was being pursued to establish a long-term, stable product supply system, produce competitive products and improve productivity, completion of the integration work has been postponed in response to growing semiconductor demand, and production at the head-office plant is continuing.」

    Regarding the integration of フェニテック’s head-office plant into the first plant, completion has been postponed in response to semiconductor demand, and production has changed to continue at the existing plant.
  13. FY2022-Q1RestatedAnnual report

    「To establish a long-term, stable product supply system, produce competitive products and improve productivity, we proceeded with the integration of フェニテックセミコンダクター’s head-office plant into the first plant.」

    Under the policy of primarily maintaining a fabless model while using in-group manufacturing functions, we continue to integrate フェニテック’s head-office plant.
  14. FY2021RestatedAnnual report

    「We will use both our subsidiaries フェニテックセミコンダクター and TOREX VIETNAM SEMICONDUCTOR CO.,LTD and partner plants outside the group, seeking to optimize the allocation of production resources in response to changes in product mix, prices, applications and markets.」

    The company has reaffirmed its production policy of combining domestic and overseas in-group manufacturing divisions with external partner plants under a primarily fabless model.
  15. FY2021-Q3RestatedAnnual report

    「To establish a long-term, stable product supply system, produce competitive products and improve productivity, we proceeded with the integration of フェニテックセミコンダクター’s head-office plant into the first plant.」

    We continue integrating フェニテック’s head-office plant into the first plant.
  16. FY2021-Q2RestatedAnnual report

    「To establish a long-term, stable product supply system, produce competitive products and improve productivity, we proceeded with the integration of フェニテックセミコンダクター’s head-office plant into the first plant.」

    We continue integrating フェニテック’s head-office plant into the first plant, with the aim of improving supply stability, competitiveness and productivity.
  17. FY2021-Q1RestatedAnnual report

    「To establish a long-term, stable product supply system, produce competitive products and improve productivity, we proceeded with the integration of フェニテックセミコンダクター’s head-office plant into the first plant.」

    We continue integrating フェニテック’s head-office plant into the first plant, with the aim of improving supply stability, competitiveness and productivity.
  18. FY2020RestatedAnnual report

    「We will use both our subsidiaries フェニテックセミコンダクター and TOREX VIETNAM SEMICONDUCTOR CO.,LTD and partner plants outside the group, seeking to optimize the allocation of production resources in response to changes in product mix, prices, applications and markets.」

    The company has reaffirmed its policy of optimally allocating production resources by combining フェニテック, the Vietnamese subsidiary and external partner plants under a primarily fabless model.
  19. FY2020-Q3RestatedAnnual report

    「To establish a long-term, stable product supply system, produce competitive products and improve productivity, we proceeded with the integration of フェニテックセミコンダクター株式会社’s head-office plant into the first plant.」

    Under the policy of primarily maintaining a fabless model while using in-group manufacturing functions, we continue to integrate フェニテック’s head-office plant.
  20. FY2020-Q2RestatedAnnual report

    「To establish a long-term, stable product supply system, produce competitive products and improve productivity, we proceeded with the integration of フェニテックセミコンダクター株式会社’s head-office plant into the first plant.」

    Under the policy of primarily maintaining a fabless model while using in-group manufacturing functions, we continue to integrate フェニテック’s head-office plant.
  21. FY2020-Q1RestatedAnnual report

    「To establish a long-term, stable product supply system, produce competitive products and improve productivity, we proceeded with the integration of フェニテックセミコンダクター株式会社’s head-office plant into the first plant.」

    Under the policy of primarily maintaining a fabless model while using in-group manufacturing functions, we continue to integrate フェニテック’s head-office plant.
  22. FY2019-Q3RestatedAnnual report

    「To establish a long-term, stable product supply system, produce competitive products and improve productivity, we proceeded with the integration of フェニテックセミコンダクター’s head-office plant into the first plant, completed the new building and began product prototyping.」

    The company continues to report measures using in-group manufacturing functions to ensure stable supply and improve productivity, including completion of the new フェニテック building and the start of prototyping.
  23. FY2019-Q2AdvancedAnnual report

    「To establish a long-term, stable product supply system, produce competitive products and improve productivity, we proceeded with the integration of フェニテックセミコンダクター’s head-office plant into the first plant, completed the new building and began product prototyping.」

    Under the policy of primarily maintaining a fabless model while using in-group manufacturing, the integration project progressed through completion of the new フェニテック building and the start of prototyping.
  24. FY2019-Q1RestatedAnnual report

    「To establish a long-term, stable product supply system, produce competitive products and improve productivity, we proceeded with the integration of フェニテックセミコンダクター株式会社’s head-office plant into the first plant.」

    Under the policy of primarily maintaining a fabless model while using in-group manufacturing, we continue work to integrate the フェニテック plant.
  25. FY2018AdvancedAnnual report

    「To establish a long-term, stable product supply system, produce competitive products and improve productivity, we began work to integrate フェニテックセミコンダクター’s head-office plant into the first plant.」

    The company reported concrete progress under its policy of primarily maintaining a fabless model while using in-group manufacturing, with the start of integration work at the フェニテック plant.
  26. FY2018-Q2AdvancedAnnual report

    「At a meeting of the Board of Directors held on 13 October 2017, we approved the following capital investment plan for our subsidiary フェニテックセミコンダクター株式会社.」

    Under the policy of primarily maintaining a fabless model while using in-group manufacturing functions, the company approved a ¥2,400 million plan to integrate wafer-production facilities to address earthquake resistance and aging infrastructure and improve productivity. Expansion of the existing building was scheduled to begin in the third quarter of fiscal 2017 and be completed in the fourth quarter, while construction of the new building was scheduled to begin in the fourth quarter of fiscal 2017 and be completed in the second quarter of fiscal 2018.
  27. FY2017-Q3RestatedAnnual report

    「While maintaining the conventional fabless business model, we will bring manufacturing partners suited to our products into the group based on strategic alliances and promote close integration of design and manufacturing technologies. These are the principal objectives of the capital and business alliance and the acquisition of the subsidiary.」

    The company has reaffirmed its policy of bringing manufacturing functions into the group while maintaining the fabless model and integrating design and manufacturing.
  28. FY2017-Q2RestatedAnnual report

    「While maintaining the conventional fabless business model, we will bring manufacturing partners suited to our products into the group based on strategic alliances and promote close integration of design and manufacturing technologies.」

    The company has reaffirmed that the purpose of making PTS a subsidiary is to bring manufacturing functions into the group while maintaining the fabless model.
  29. FY2016First statedAnnual report

    「Our group principally operates under a fabless model, outsourcing manufacturing to external companies while handling product planning, development, sales and after-sales service in-house. However, フェニテックセミコンダクター㈱, which became a subsidiary in April 2016, performs more than half of the front-end process of forming devices and circuits on wafers, while our subsidiary TOREX VIETNAM SEMICONDUCTOR CO.,LTD performs part of the back-end process of packaging power ICs.」

    The policy is to combine the flexibility of a fabless model with the margin and supply benefits of in-group manufacturing.
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 5 of its 31 moves.

533332★123456
  1. ★This thread
  2. 1R&D and Capital Expenditures, and Optimization of Assets and Invested Capital5×
  3. 2Priority expansion into industrial, automotive, and medical equipment3×
  4. 3Integration 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 Subsidiary3×
  5. 4High-voltage, high-current technologies for automotive and industrial equipment, and low-power, compact technologies for IoT and wearable devices3×
  6. 5Slowing Semiconductor Demand and Fluctuations in Product Demand3×
  7. 6Creating New Growth Markets and Business Pillars Based on Analog Technology2×

★ 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 Presentation materials on financial results of 2026-08-12: "Advanced".
News
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Optimizing the Allocation of Manufacturing Processes Inside and Outside the Group While Remaining Fundamentally Fabless | TOREX SEMICONDUCTOR LTD. (6616) | Komori