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Japan Electronic Materials (6855) · RiskMitigated

Dependence on Specific Customers’ Capital Investment and Production Plans

First written in FY2016. 3 of 6 entries say "Worsened", first in FY2019. Latest entry: FY2026.

6entries
11years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2016WorsenedFY2019 – FY2021MitigatedFY20222016: 120162017: 020172018: 020182019: 120192020: 020202021: 120212022: 120222023: 020232024: 020242025: 120252026: 12026
Same theme, other companies
Risk from dependence on sales and orders from major semiconductor customers and capital investment trendsA theme 23 companies write about · 24 as a headwind · 0 as a tailwind

Japan Electronic Materials moved to the "Worse" side of this theme in 2019, 3 years before the typical company in this theme (2022).

The whole theme swung hardest in 2025: 7 of 19 companies on the "Worse" side.

3 other companies' latest entry also says "Mitigated".

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 23 companies compared. The sentences above are computed from all 23.
Full recordFilings, disclosures and news, newest first
  1. FY2026MitigatedAnnual report

    「As of the end of the consolidated fiscal year, 35.4% of trade receivables were attributable to specific major customers.」

    The concentration of trade receivables attributable to specific major customers fell from 44.9% in FY2025 to 35.4%.
  2. FY2025WorsenedAnnual report

    「As of the end of the consolidated fiscal year, 44.9% of trade receivables were attributable to specific major customers.」

    The concentration of trade receivables attributable to specific major customers rose from 34.0% in FY2022 to 44.9%. Sales results included Micron Memory Japan at 15.0%, MICRON MEMORY TAIWAN at 14.6% and Sony at 10.4%.
  3. FY2022MitigatedAnnual report

    「As of the end of the consolidated fiscal year, 34.0% of trade receivables were attributable to specific major customers.」

    The concentration of trade receivables attributable to specific major customers fell from 47.6% in FY2021 to 34.0%.
  4. FY2021WorsenedAnnual report

    「As of the end of the consolidated fiscal year, 47.6% of trade receivables were attributable to specific major customers.」

    The concentration of trade receivables attributable to specific major customers rose from 35.92% in FY2019 to 47.6%. Sales results also included Flash Forward at 17.4% and Kioxia at 14.5%.
  5. FY2019WorsenedAnnual report

    「As of the end of the consolidated fiscal year, 35.92% of trade receivables were attributable to specific major customers.」

    Dependence on specific customers was quantified, with 35.92% of trade receivables attributable to specific major customers. Sales results also included Flash Alliance at 12.0% and Flash Forward at 10.1%.
  6. FY2016First statedAnnual report

    「The Group has also been affected by these factors, and the proportion of net sales attributable to specific customers has increased. Changes in the capital investment trends and production plans of these specific customers may affect the Group's operating results.」

    Net sales to Samsung Electronics Co., Ltd. for the fiscal year were ¥3,312 million, representing 25.5% of total sales.
Moved together

"Foreign Exchange Risk Associated with Expanding Overseas Sales" moved the same way as this thread, in the same document, in 4 of its 6 moves.

442222★123456
  1. ★This thread
  2. 1Foreign Exchange Risk Associated with Expanding Overseas Sales4×
  3. 2Customer Credit Risk and Credit Management for Trade Receivables4×
  4. 3Strengthening products and expanding sales for DRAM and NAND flash memory2×
  5. 4Strengthening Overseas Sales and Leveraging the Overseas Office and Subsidiary Network2×
  6. 5Continued Investment in Manufacturing Capacity Expansion and Research and Development into Cutting-Edge Technologies2×
  7. 6Risk of business performance fluctuations due to weak semiconductor demand2×

★ 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 Japan Electronic Materials yet.
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Dependence on Specific Customers’ Capital Investment and Production Plans | JAPAN ELECTRONIC MATERIALS CORPORATION (6855) | Komori