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V Technology (7717) · RiskRestated

Risk of component obsolescence due to changes in substrate sizes and equipment upgrades

First written in FY2017. 12 of 13 entries say "Restated". Latest entry: FY2022-Q2.

13entries
5years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2017 – FY2022-Q22017: 220172018: 320182019: 320192020: 220202021: 32021
Same theme, other companies
Risk of Excess Inventory and Obsolescence Due to Demand Forecast and Supply-Demand FluctuationsA theme 61 companies write about · 63 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2022: 13 of 37 companies on the "Worse" side.

15 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 61 companies compared. The sentences above are computed from all 61.
Full recordFilings, disclosures and news, newest first
  1. FY2022-Q2RestatedAnnual report

    「During the first six months of the current consolidated fiscal year, there were no new business or other risks, nor any material changes to the business and other risks described in the securities report for the previous fiscal year.」

    基板サイズ変動・装置改良による部品陳腐化リスクについて、重要な変更がないと整理している。
  2. FY2022-Q1RestatedAnnual report

    「During the three-month period ended [the current first quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」

    基板サイズ変動・装置改良による部品陳腐化リスクについて、重要な変更がないと整理している。
  3. FY2021-Q3RestatedAnnual report

    「During the current third-quarter consolidated cumulative period, there were no new business or other risks, nor any material changes to the business or other risks described in the preceding fiscal year.」

    基板サイズ変動・装置改良による部品陳腐化リスクについて、重要な変更がないと整理している。
  4. FY2021-Q1RestatedAnnual report

    「During the three-month period ended [the current first quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」

    基板サイズ変動・装置改良による部品陳腐化リスクについて、重要な変更がないと再確認している。
  5. FY2020-Q3RestatedAnnual report

    「During the nine-month cumulative consolidated period under review, there were no new business or other risks, and no material changes to the business or other risks described in the securities report for the previous fiscal year.」

    基板サイズ変動・装置改良による部品陳腐化リスクについて、重要な変更がないと再確認している。
  6. FY2020-Q2RestatedAnnual report

    「During the first six months of the current consolidated fiscal year, there were no new business or other risks, nor any material changes to the business and other risks described in the securities report for the previous fiscal year.」

    基板サイズ変動・装置改良による部品陳腐化リスクについて、重要な変更がないと整理している。
  7. FY2020-Q1RestatedAnnual report

    「During the three-month period ended [the current first quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」

    基板サイズ変動・装置改良による部品陳腐化リスクについて、重要な変更がないと整理している。
  8. FY2019-Q3RestatedAnnual report

    「During the nine-month cumulative consolidated period under review, there were no new business or other risks, and no material changes to the business or other risks described in the securities report for the previous fiscal year.」

    基板サイズ変動・装置改良による部品陳腐化リスクについて、重要な変更がないと整理している。
  9. FY2019-Q2RestatedAnnual report

    「During the first six months of the current consolidated fiscal year, there were no new business or other risks, nor any material changes to the business and other risks described in the securities report for the previous fiscal year.」

    基板サイズ変動・装置改良による部品陳腐化リスクについて、重要な変更がないと整理している。
  10. FY2019-Q1RestatedAnnual report

    「During the three-month period ended [the current first quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」

    基板サイズ変動・装置改良による部品陳腐化リスクについて、重要な変更がないと整理している。
  11. FY2018-Q3RestatedAnnual report

    「During the nine-month cumulative consolidated period under review, there were no new business or other risks, and no material changes to the business or other risks described in the securities report for the previous fiscal year.」

    基板サイズ変動・装置改良による部品陳腐化リスクについて、重要な変更がないと整理している。
  12. FY2018-Q2RestatedAnnual report

    「During the first six months of the current consolidated fiscal year, there were no new business or other risks, nor any material changes to the business and other risks described in the securities report for the previous fiscal year.」

    基板サイズ変動・装置改良による部品陳腐化リスクについて、重要な変更がないと整理している。
  13. FY2017First statedAnnual report

    「Parts previously used may become unusable because of changes in substrate sizes, equipment improvements and other factors. In such cases, substantial inventory write-downs may arise.」

    Parts held to support stable production and customers may become unusable as substrate sizes change or equipment is upgraded, creating a risk of substantial write-downs.
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Risk of component obsolescence due to changes in substrate sizes and equipment upgrades | V Technology Co.,Ltd. (7717) | Komori