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Tokyo Electron Limited (8035) · RiskExpanded Development Structure

Risk of Delays in Research and Development and New Product Launches

First written in FY2016. 6 of 10 entries say "Restated". Latest entry: FY2026.

10entries
11years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2016 – FY20262016: 120162017: 120172018: 120182019: 120192020: 120202021: 120212022: 120222023: 020232024: 120242025: 120252026: 12026
Same theme, other companies
Risk of Delayed New Product Launches Due to R&D DelaysA theme 72 companies write about · 72 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2025: 3 of 22 companies on the "Worse" side.

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

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 72 companies compared. The sentences above are computed from all 72.
Full recordFilings, disclosures and news, newest first
  1. FY2026Expanded Development StructureAnnual report

    「The Group has established the Corporate Innovation Division and Corporate Technology Division and built a company-wide development structure for developing innovative technologies and making original technology proposals that combine the products and technologies of each business division. It has also established a structure for consistently providing strong next-generation products addressing future needs ahead of competitors, including through joint research with research institutions operating globally and the sharing of technology roadmaps spanning multiple generations with leading-edge customers.」

    As a response to the risks of delayed new product launches, mismatches with customer requirements and competitors launching products first, the company describes a company-wide development structure that includes the Corporate Technology Division.
  2. FY2025RestatedAnnual report

    「If the Group is unable to launch new products that meet customers’ technical requirements in a timely manner, if products developed do not meet customer requirements, or if competitors launch new technologies or products ahead of the Group, the Group could lose product competitiveness and become unable to recover development costs, potentially affecting its operating results.」

    The company reconfirms the R&D risks of delayed new product launches, mismatches with customer requirements and competitors launching products first.
  3. FY2024RestatedAnnual report

    「The Group has established the Corporate Innovation Division and built a company-wide development structure for developing innovative technologies and making original technology proposals that combine the products and technologies of each development division. It has also established a structure for consistently providing strong next-generation products addressing future needs ahead of competitors, including through joint research with research institutions operating globally and the sharing of technology roadmaps spanning multiple generations with leading-edge customers.」

    The company reconfirms the company-wide development structure, joint research and roadmap sharing as countermeasures against the risks of delayed new product launches, mismatches with customer requirements and competitors launching products first.
  4. FY2022RestatedAnnual report

    「The Group has established the Corporate Innovation Division and built a company-wide development structure for developing innovative technologies and making original technology proposals that combine the products and technologies of each development division. It has also established a structure for consistently providing strong next-generation products addressing future needs ahead of competitors, including through joint research with research institutions operating globally and the sharing of technology roadmaps spanning multiple generations with leading-edge customers.」

    The company reconfirms the risks of delayed new product launches, mismatches with customer requirements and competitors launching products first, together with the company-wide development structure, joint research and customer roadmap sharing as countermeasures.
  5. FY2021Expanded countermeasuresAnnual report

    「The Group has established the Corporate Innovation Division and built a company-wide development structure for developing innovative technologies and making original technology proposals that combine the products and technologies of each development division. It has also established a structure for consistently providing strong next-generation products addressing future needs ahead of competitors, including through joint research with research institutions operating globally and the sharing of technology roadmaps spanning multiple generations with leading-edge customers.」

    For the risks of delayed new product launches, mismatches with customer requirements and competitors launching products first, the company specifies a company-wide development structure, joint research with research institutions and the sharing of multigeneration roadmaps with customers as countermeasures.
  6. FY2020Provides greater detail on risk factors and countermeasures.Annual report

    「However, if the Group is unable to launch new products that meet customers’ technical requirements in a timely manner, if products developed do not meet customer requirements, or if competitors launch new technologies or products ahead of the Group, the Group could lose product competitiveness, become unable to recover development costs and find it difficult to maintain high profit margins, potentially adversely affecting its operating results.」

    In addition to conventional launch-timing delays, the company specifies mismatches with customer requirements and competitors’ earlier launches as R&D risks.
  7. FY2019RestatedAnnual report

    「However, delays in the launch timing of new products and other factors could adversely affect the Group’s operating results.」

    The company reiterates the risk of an impact on operating results arising from delays in launching R&D results and new products.
  8. FY2018RestatedAnnual report

    「However, delays in the launch timing of new products and other factors could adversely affect the Group’s operating results.」

    The company reiterates the risk of an impact on operating results arising from delays in launching R&D results and new products.
  9. FY2017RestatedAnnual report

    「However, delays in the launch timing of new products and other factors could adversely affect the Group’s operating results.」

    There has been no change in the risk of an impact on operating results arising from delays in bringing R&D results to market.
  10. FY2016First statedAnnual report

    「However, delays in the launch timing of new products and other factors could adversely affect the Group’s operating results.」

    While identifying research and development of advanced technologies and early market launches as sources of competitiveness, the company identifies delays in launch timing as a risk.
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Tokyo Electron Limited's next results are scheduled for 2026-10-30. Read the earnings preview
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Risk of Delays in Research and Development and New Product Launches | Tokyo Electron Limited (8035) | Komori