Komori
Minato Holdings (6862) · RiskMitigated

Decline in orders for ROM programming services due to a shortage of flash memory supply

First written in FY2018. 2 of 4 entries say "Mitigated", first in FY2019-Q2. Latest entry: FY2019-Q3.

4entries
2years
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ProgressHeldSoftenedWorseFirst statedFY2018MaterialisedFY2019-Q1MitigatedFY2019-Q2 – FY2019-Q32018: 320182019: 12019
Same theme, other companies
Decline in orders for ROM programming services due to a shortage of flash memory supplyA theme 1 companies write about · 1 as a headwind · 0 as a tailwind

No other company in this theme has enough history to compare yet.

Full recordFilings, disclosures and news, newest first
  1. FY2019-Q3MitigatedAnnual report

    「The ROM programming service in this segment generated higher profit than in the same quarter of the previous year, owing to an increase in orders and a review of production efficiency.」

    The impact of tight memory-device supplies on ROM programming services was mitigated in terms of profitability by an increase in the number of orders and a review of production efficiency, resulting in performance above the same period of the previous year.
  2. FY2019-Q2MitigatedAnnual report

    「The ROM programming service in this segment exceeded the same quarter of the previous year, owing to the increasing availability of memory devices used in digital cameras and growth in programming orders from automotive manufacturers.」

    The impact of tight memory-device supplies on ROM programming services eased as incoming supplies recovered and orders for automotive applications increased, resulting in performance above the same period of the previous year.
  3. FY2019-Q1MaterialisedAnnual report

    「The ROM programming service in this segment recorded lower sales than the same quarter of the previous year because deliveries of memory devices used in digital cameras were constrained. However, supplies have recently become increasingly ample, and sales growth is expected going forward.」

    Continued tight availability of memory devices resulted in an actual deterioration in digital-camera-related ROM programming services. At the same time, signs of a recovery in supplies have recently been reported.
  4. FY2018First statedAnnual report

    「Revenue from ROM programming services was below the previous consolidated fiscal year because customers were unable to secure sufficient ROMs due to a shortage of flash-memory supplies in the market, which reduced orders for ROM programming services.」

    The shortage of flash-memory supplies in the market made it difficult for customers to secure ROMs, resulting in fewer orders for ROM programming services and performance below the previous year.
Moved together

"Sales Growth and Securing Profitability" moved the same way as this thread, in the same document, in 2 of its 4 moves.

222222★123456
  1. ★This thread
  2. 1Sales Growth and Securing Profitability2×
  3. 2Building high-volume processing capacity through a new ROM programming center2×
  4. 3Making Sunmax Technologies a Subsidiary and Diversifying the Semiconductor Business2×
  5. 4Expansion of Auto Handlers for Automotive and Industrial Equipment Applications and High-Value-Added Products2×
  6. 5Goodwill impairment risk due to declining subsidiary profitability2×
  7. 6Launch of an IT business leveraging commissioned development and the Group’s comprehensive capabilities2×

★ 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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