Product supply delays due to the global semiconductor shortage
First written in FY2022-Q3. 1 of 4 entries say "Worsened", first in FY2023-Q1. Latest entry: FY2023.
The whole theme swung hardest in 2024: 1 of 7 companies on the "Worse" side.
0 other companies' latest entry also says "Dropped".
- FY2023DroppedAnnual reportThe Company could not confirm a section in the discussion of the operating environment and business risks for the current fiscal year that specifically described product supply delays caused by the global semiconductor shortage.
- FY2023-Q3RestatedAnnual report
「No new business or other risks arose during the nine months ended 31 December. There were also no material changes to the business and other risks described in the securities report for the previous fiscal year.」
The Company stated that there had been no material change in the risk of product supply delays caused by the global semiconductor shortage. - FY2023-Q1WorsenedAnnual report
「However, the outlook has become somewhat uncertain due to various factors, including the impact on supply chains from lockdowns in China and the situation in Ukraine, as well as the rapid depreciation of the yen.」
The Company broadened its description of supply-side concerns from the risk of supply delays caused by the semiconductor shortage to the impact on supply chains from lockdowns in China and the situation in Ukraine. The text does not state that product supply delays themselves had occurred. - FY2022-Q3First statedAnnual report
「Although uncertainty continues, including concerns over another spread of COVID-19 and delays in product supplies caused by the global semiconductor shortage, some signs of improvement have emerged, with household electrical appliances and mobile phones performing well recently.」
The Company first explicitly identified delays in product supplies caused by the global semiconductor shortage as a concern in the operating environment. The text does not state that delays had actually occurred.