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Japan Electronic Materials (6855) · RiskRestated

Risk of Declining Probe Card Selling Prices

First written in FY2016. 2 of 5 entries say "Mitigated", first in FY2021. Latest entry: FY2026.

5entries
11years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2016RestatedFY2022 – FY20262016: 120162017: 020172018: 020182019: 020192020: 020202021: 120212022: 220222023: 020232024: 020242025: 020252026: 12026
Same theme, other companies
Intensifying competition in the semiconductor market and declining competitive positionA theme 12 companies write about · 13 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2018: 2 of 7 companies on the "Worse" side.

2 other companies' latest entry also says "Restated".

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.
Full recordFilings, disclosures and news, newest first
  1. FY2026RestatedAnnual report

    「Semiconductor manufacturers are pursuing thorough cost reductions to maintain profitability and competitiveness and continue to demand lower prices for probe cards. The Group is responding through cost reductions from technological innovation and value-analysis activities, while working to enhance added value.」

    The Group recognizes ongoing price demands for probe cards as a risk and is responding through cost reductions from technological innovation and VA activities and enhancement of added value.
  2. FY2022RestatedAnnual report

    「Semiconductor manufacturers continue to demand lower prices for probe cards. The Group is responding through cost reductions from technological innovation and value-analysis activities, while working to enhance added value.」

    The company recognizes ongoing price demands as a risk and is responding through cost reductions from technological innovation and VA activities and enhancement of added value.
  3. FY2022-Q3MitigatedAnnual report

    「Foreign exchange gain ― 59」

    The cumulative consolidated third quarter period recorded a foreign exchange gain of ¥59 million, an improvement from the foreign exchange loss of ¥157 million in the same period a year earlier. The adverse impact of currency movements did not materialize as a loss during the period.
  4. FY2021MitigatedAnnual report

    「Semiconductor manufacturers continue to demand lower prices for probe cards. The Group is responding through cost reductions from technological innovation and value-analysis activities, while working to enhance added value.」

    The risk of further price declines remains recognized, with cost reductions through technological innovation and VA activities and enhancement of added value identified as countermeasures.
  5. FY2016First statedAnnual report

    「Semiconductor manufacturers are pursuing thorough cost reductions to maintain profitability and competitiveness, and continue to make stringent price demands for probe cards. If selling prices decline further, this may affect the Group's operating results.」

Moved together

"Strengthening products and expanding sales for DRAM and NAND flash memory" moved the same way as this thread, in the same document, in 2 of its 5 moves.

222★123
  1. ★This thread
  2. 1Strengthening products and expanding sales for DRAM and NAND flash memory2×
  3. 2Achievement of a consolidated ordinary profit margin of at least 10% and ROE of at least 10%2×
  4. 3Fundraising through Stock Acquisition Rights with Exercise Price Adjustment and Exercise Approval Clauses2×

★ 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.

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Risk of Declining Probe Card Selling Prices | JAPAN ELECTRONIC MATERIALS CORPORATION (6855) | Komori