Risk of Procurement Delays for Telecommunications Base Station Components Due to Semiconductor Shortages
First written in FY2021. 5 of 9 entries say "Restated". Latest entry: FY2026-H1.
EXEO Group moved to the "Worse" side of this theme in 2022, the same year as the typical company in this theme.
The whole theme swung hardest in 2026: 9 of 23 companies on the "Worse" side.
9 other companies' latest entry also says "Restated".
- FY2026-H1RestatedAnnual report
「During the interim consolidated accounting period, there were no material changes or new developments from the descriptions in the securities report for the previous fiscal year.」
The company states that there have been no significant changes or new developments regarding the risk of delays in procuring telecommunications base-station components due to the semiconductor shortage. - FY2025-H1RestatedAnnual report
「During the interim consolidated accounting period, there were no material changes or new developments from the descriptions in the securities report for the previous fiscal year.」
The company states that there have been no significant changes or new developments regarding the risk of delays in procuring telecommunications base-station components due to the semiconductor shortage. - FY2024WorsenedAnnual report
「Although the semiconductor shortage arising from various factors has eased compared with an earlier period, resolution has taken longer, and the Group's performance may be affected by longer procurement lead times for telecommunications base-station materials and extended construction periods.」
Although the semiconductor shortage has eased compared with an earlier period, its resolution has been prolonged, and the company continues to explicitly identify the risks of longer procurement lead times for telecommunications base-station materials and extended construction periods. - FY2024-Q2RestatedAnnual report
「In the mobile communications business, including NCC companies, conditions remain weak due to restrained investment by mobile network operators and shortages of goods,」
The company states that weakness in the mobile communications business caused by shortages of goods has continued, in addition to restrained investment by telecommunications carriers. - FY2024-Q1RestatedAnnual report
「In the mobile communications business, including NCC companies, conditions remain weak due to restrained investment by mobile network operators and shortages of goods,」
The company states that weakness in the mobile communications business caused by shortages of goods has continued, in addition to restrained investment by telecommunications carriers. - FY2023-Q3MaterialisedAnnual report
「Although telecommunications carriers have been seen restraining capital investment and delays in deliveries of goods due to shortages of semiconductors and other items have occurred in some areas,」
The company states that delays in deliveries of goods due to shortages of semiconductors and other items have actually occurred in some areas. - FY2022WorsenedAnnual report
「More recently, there have also been concerns about risks arising from the situation between Russia and Ukraine, and the company remains in a situation requiring close attention to the impact of higher raw material prices and supply chain disruptions.」
In addition to the existing semiconductor shortage, the company explicitly identified higher raw material prices and supply chain disruptions stemming from the situation between Russia and Ukraine as procurement risks for materials. - FY2022-Q2RestatedAnnual report
「The company remains in a situation requiring close attention to the impact of supply chain disruptions, including those caused by the semiconductor shortage, and downside risks to overseas economies.」
The company has reconfirmed that the continuing semiconductor shortage and supply chain disruptions are business-environment risks in areas including telecommunications base stations. - FY2021First statedAnnual report
「Semiconductor shortages have arisen due to multiple factors, including increased demand for telework-related devices following the spread of COVID-19, U.S. sanctions on China, cold weather in the United States, and factory fires in Japan. If the shortages persist, longer procurement lead times for communications base-station components could extend construction schedules and affect the Group's business results.」
The semiconductor shortage is identified as an actual risk, with potential effects on procurement lead times for base-station components and construction schedules.