Procurement and Logistics Risks for Semiconductors and Medical Supplies
First written in FY2022. 2 of 4 entries say "Restated". Latest entry: FY2024-Q1.
The whole theme swung hardest in 2022: 99 of 155 companies on the "Worse" side.
51 other companies' latest entry also says "Restated".
- FY2024-Q1RestatedAnnual report
「During the first quarter of the current fiscal year, there were no new occurrences of the major risks that management recognises could materially affect the financial position, operating results or cash flows of the Group among the matters relating to business conditions, financial conditions and other matters described in the quarterly report, and no material changes to the "Business and Other Risks" described in the annual securities report for the previous fiscal year.」
The company explained that there have been no significant changes regarding procurement and logistics risks for semiconductors and medical supplies. - FY2023-Q2RestatedAnnual report
「The outlook remains uncertain due to supply constraints related to the situation in Ukraine, higher prices accompanying the rapid depreciation of the yen and other factors.」
The company continues to identify external-environment concerns related to procurement and logistics, including supply constraints related to the situation in Ukraine and higher prices caused by the weaker yen. - FY2023-Q1WorsenedAnnual report
「The outlook remains uncertain due to supply constraints related to the situation in Ukraine, higher prices accompanying the rapid depreciation of the yen, trends in COVID-19 infections in China and their impact on global supply chains.」
Supply constraints, infection trends in China and the impact on global supply chains were identified as business-environment concerns, and external factors related to procurement and logistics risks remain. - FY2022First statedAnnual report
「Rising semiconductor demand, the spread of infectious diseases, the outbreak of wars and conflicts, and other unforeseen events could cause procurement costs and delivery costs related to sourcing to rise significantly. They could also make procurement or delivery itself impossible, causing shipments of the company's products to be delayed or suspended and potentially affecting the company's operating results and financial condition.」
For the first time, the company identified procurement costs and logistics disruptions involving computers, servers, semiconductor-equipped devices and medical supplies as standalone business risks, with supplier diversification and the establishment of a stable procurement system cited as countermeasures.