Komori
Lasertec (6920) · RiskRestated

Supply disruptions involving specialized light sources and optical components

First written in FY2016. 22 of 23 entries say "Restated". Latest entry: FY2024-Q1.

23entries
8years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2016 – FY2024-Q12016: 22017: 420172018: 320182019: 220192020: 320202021: 320212022: 220222023: 42023
Same theme, other companies
Procurement Dependence on Specific Suppliers and Dedicated MaterialsA theme 49 companies write about · 49 as a headwind · 1 as a tailwind

The whole theme swung hardest in 2025: 4 of 15 companies on the "Worse" side.

21 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.
Showing 14 of the 49 companies compared. The sentences above are computed from all 49.
Full recordFilings, disclosures and news, newest first
  1. FY2024-Q1RestatedAnnual report

    「During the cumulative first quarter, no new business or other risks arose. In addition, there were no material changes to the business and other risks described in the securities report for the previous fiscal year.」

    The company states that there have been no new occurrences or material changes in the risk related to supply disruptions involving specialized light sources and optical components.
  2. FY2023RestatedAnnual report

    「The Group's products use many specialized components and materials, including some light sources and optical components that cannot easily be replaced. If suppliers' deliveries of these components are disrupted, the Group's research and development or production could be affected.」

    The company continues to address the risk of supply disruptions involving specialized light sources and optical components by strengthening supplier relationships, securing inventory and seeking alternative products.
  3. FY2023-Q3RestatedAnnual report

    「No new business or other risks arose during the cumulative third quarter of the current consolidated fiscal year. There have also been no material changes to the “Business and Other Risks” described in the securities report for the previous fiscal year.」

    The company states that there have been no new occurrences or material changes in the risk related to supply disruptions involving specialized light sources and optical components.
  4. FY2023-Q2RestatedAnnual report

    「During the cumulative second quarter, no new business or other risks arose. In addition, there were no material changes to the business and other risks described in the securities report for the previous fiscal year.」

    The company states that there have been no new occurrences or material changes in the risk related to supply disruptions involving specialized light sources and optical components.
  5. FY2023-Q1RestatedAnnual report

    「During the cumulative first quarter, no new business or other risks arose. In addition, there were no material changes to the business and other risks described in the securities report for the previous fiscal year.」

    The company states that there have been no new occurrences or material changes in the risk related to supply disruptions involving specialized light sources and optical components.
  6. FY2022-Q2RestatedAnnual report

    「During the cumulative second quarter, no new business or other risks arose. In addition, there were no material changes to the business and other risks described in the securities report for the previous fiscal year.」

    The company states that there have been no new occurrences or material changes in the risk related to supply disruptions involving specialized light sources and optical components.
  7. FY2022-Q1RestatedAnnual report

    「During the cumulative first quarter, no new business or other risks arose. In addition, there were no material changes to the business and other risks described in the securities report for the previous fiscal year.」

    The company states that there have been no new occurrences or material changes in the risk related to supply disruptions involving specialized light sources and optical components.
  8. FY2021RestatedAnnual report

    「The Group's products use many specialized components and materials, including some light sources and optical components that cannot easily be replaced. If suppliers' deliveries of these components are disrupted, the Group's research and development or production could be affected.」

    The company continues to recognize the risk of supply disruptions involving specialized light sources and optical components and discloses strengthening relationships with suppliers, securing inventory, and gathering information on alternative products and second sources as countermeasures.
  9. FY2021-Q2RestatedAnnual report

    「No new business or other risks arose during the six-month period of the current consolidated fiscal year. There were also no material changes to the “Business and Other Risks” described in the securities report for the previous fiscal year.」

    The company states that there have been no new occurrences or material changes in the risk related to supply disruptions involving specialized light sources and optical components.
  10. FY2020RestatedAnnual report

    「The Group's products use many specialized components and materials, including some light sources and optical components that cannot easily be replaced. If suppliers' deliveries of these components are disrupted, the Group's research and development or production could be affected.」

    The company continues to recognize the risk of supply disruptions involving specialized light sources and optical components and discloses strengthening relationships with suppliers, securing inventory, and gathering information on alternative products and second sources.
  11. FY2020-Q3RestatedAnnual report

    「No new business or other risks arose during the cumulative third quarter of the current consolidated fiscal year. There have also been no material changes to the “Business and Other Risks” described in the securities report for the previous fiscal year.」

    The company states that there have been no new occurrences or material changes in the risk of supply disruptions involving specialized light sources and optical components.
  12. FY2020-Q2RestatedAnnual report

    「No new business or other risks arose during the six-month period of the current consolidated fiscal year. There were also no material changes to the “Business and Other Risks” described in the securities report for the previous fiscal year.」

    The company states that there have been no new occurrences or material changes in the risk of supply disruptions involving specialized light sources and optical components.
  13. FY2019RestatedAnnual report

    「The Group conducts procurement with alternative products and second sources in mind, but some of the light sources and optical components that use particularly advanced technologies cannot easily be replaced. If suppliers' deliveries of these specialized components are disrupted, the Group's research and production could be affected.」

    While procuring with alternative products and second sources in mind, the company continues to identify the risk of supply disruptions involving specialized light sources and optical components.
  14. FY2019-Q3RestatedAnnual report

    「No new business or other risks arose during the cumulative third quarter of the current consolidated fiscal year. There have also been no material changes to the “Business and Other Risks” described in the securities report for the previous fiscal year.」

    The company states that there have been no new occurrences or material changes in the risk of supply disruptions involving specialized light sources and optical components.
  15. FY2018RestatedAnnual report

    「The Group conducts procurement with alternative products and second sources in mind, but some of the light sources and optical components that use particularly advanced technologies cannot easily be replaced. If suppliers' deliveries of these specialized components are disrupted, the Group's research and production could be affected.」

    While procuring with alternative products and second sources in mind, the company continues to identify the risk of supply disruptions involving specialized light sources and optical components.
  16. FY2018-Q3RestatedAnnual report

    「During the cumulative third quarter, there were no newly arising business or other risks. There were also no material changes in the business and other risks described in the securities report for the previous fiscal year.」

    The company states that there have been no new occurrences or material changes in the risk related to supply disruptions involving specialized light sources and optical components.
  17. FY2018-Q2RestatedAnnual report

    「No new business or other risks arose during the six-month period of the current consolidated fiscal year. There were also no material changes to the “Business and Other Risks” described in the securities report for the previous fiscal year.」

    The company states that there have been no new occurrences or material changes in the risk of supply disruptions involving specialized light sources and optical components.
  18. FY2018-Q1RestatedAnnual report

    「During the cumulative first quarter, there were no newly arising business or other risks. There were also no material changes in the business and other risks described in the securities report for the previous fiscal year.」

    The company states that there have been no new occurrences or material changes in the risk of supply disruptions involving specialized light sources and optical components.
  19. FY2017RestatedAnnual report

    「The Group conducts procurement with alternative products and second sources in mind, but some of the light sources and optical components that use particularly advanced technologies cannot easily be replaced. If suppliers' deliveries of these specialized components are disrupted, the Group's research and production could be affected.」

    While procuring with alternative products and second sources in mind, the company continues to identify the risk of supply disruptions involving specialized light sources and optical components.
  20. FY2017-Q3RestatedAnnual report

    「During the cumulative third quarter, there were no newly arising business or other risks. There were also no material changes in the business and other risks described in the securities report for the previous fiscal year.」

    The company states that there have been no new occurrences or material changes in the risk related to supply disruptions involving specialized light sources and optical components.
  21. FY2017-Q2RestatedAnnual report

    「No new business or other risks arose during the six-month period of the current consolidated fiscal year. There were also no material changes to the “Business and Other Risks” described in the securities report for the previous fiscal year.」

    The company states that there have been no new occurrences or material changes in the risk related to supply disruptions involving specialized light sources and optical components.
  22. FY2017-Q1RestatedAnnual report

    「During the cumulative first quarter, there were no newly arising business or other risks. There were also no material changes in the business and other risks described in the securities report for the previous fiscal year.」

    States that no new risks arose and that there were no material changes to existing risks.
  23. FY2016First statedAnnual report

    「The Group conducts procurement with alternative products and second sources in mind, but some of the light sources and optical components that use particularly advanced technologies cannot easily be replaced.」

    While pursuing a procurement policy that considers alternative products and second sources, the company recognizes the supply risk for specialized components that are difficult to replace.
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When this could move next
Lasertec's next results are scheduled for 2026-10-30. Read the earnings preview
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