Unstable Equipment Supply and Construction Delays Due to Global Semiconductor Shortages
First written in FY2022-Q2. 2 of 4 entries say "Reframed", first in FY2022. Latest entry: FY2023-Q3.
Taisei Oncho moved to the "Worse" side of this theme in 2023, 1 year after the typical company in this theme (2022).
The whole theme swung hardest in 2026: 9 of 23 companies on the "Worse" side.
0 other companies' latest entry also says "Reframed".
- FY2023-Q3ReframedAnnual report
「Surging resource prices associated with the prolonged situation in Ukraine and supply chain disruption」
The description has changed from equipment supply issues and construction delays caused by the semiconductor shortage to a broader expression of supply constraints, namely surging resource prices associated with supply chain disruption. - FY2022ReframedAnnual report
「Furthermore, rising global demand, continued increases in construction material prices and delivery delays have created stronger downward pressure on profitability.」
The description has changed from equipment supply instability and construction delays stemming from the semiconductor shortage to a broader explanation of supply constraints, including increased global demand, continued increases in construction material prices and margin pressure caused by delivery delays. - FY2022-Q3RestatedAnnual report
「Construction delays have occurred because equipment supplies remain unstable due to supply chain constraints caused by the global semiconductor shortage.」
The company continues to describe supply chain constraints caused by the semiconductor shortage, unstable equipment supplies and construction delays. - FY2022-Q2First statedAnnual report
「The company states that supply chain constraints caused by the global semiconductor shortage have destabilized the supply of equipment and led to construction delays, among other effects.」
The company states that supply chain constraints caused by the global semiconductor shortage have led to unstable equipment supplies and actual construction delays.