Soracom (147A) · RiskFirst statedLatest Management Planning (2026-06-30): "Advanced"
Stable Sourcing of SIMs and IoT Devices
First written in FY2024. 1 of 2 entries say "Advanced", first in 2026-06-30. Latest entry: 2026-06-30.
2entries
3years
1from disclosures
How it moved
Same theme, other companies
Supply Constraint Risk for Semiconductors and Overseas-Sourced ComponentsA theme 7 companies write about · 7 as a headwind · 0 as a tailwind
0 other companies' latest entry also says "Advanced".
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
- 2026-06-30AdvancedManagement Planning
「Procurement of SIMs and devices」
For procurement of SIMs and IoT devices, the company assesses the likelihood of occurrence and impact as medium and specifies the risk that supply capacity, semiconductors and other components, and supply-chain developments could make stable procurement more difficult. - FY2024First statedAnnual report
「If continuous and stable procurement of products becomes difficult due to manufacturers’ supply capacity, the availability of semiconductors and other materials, or other supply-chain developments, this may constrain the Group’s business expansion.」
For SIMs and devices procured from overseas suppliers, the Company also describes inventory measures in response to semiconductor shortages.