Supply Chain Disruption Caused by Semiconductor Economic Security Measures
First written in FY2024. 1 of 3 entries say "Restated". Latest entry: FY2026.
Ajinomoto Co. moved to the "Worse" side of this theme in 2026, 1 year after the typical company in this theme (2025).
The whole theme swung hardest in 2022: 4 of 6 companies on the "Worse" side.
8 other companies' latest entry also says "Worsened".
- FY2026WorsenedAnnual report
「The risk that, as countries diversify procurement sources and impose domestic production requirements, and competitors advance their technologies, substitute technologies for the company's materials will become widespread, reducing customer adoption and market share for its products and thereby decreasing sales」
The company elaborated on semiconductor economic security and trade restriction risks, including diversification of procurement sources, domestic production requirements, advances in competitors' technologies, and declines in customer adoption and market share resulting from the spread of substitute technologies. - FY2025-H1RestatedAnnual report
「No new business or other risks arose during the six months ended 30 June. There were also no material changes to the business and other risks described in the securities report for the previous fiscal year.」
The company states that there have been no new developments or material changes regarding the risk of supply chain disruptions arising from economic security measures related to semiconductors. - FY2024First statedAnnual report
「●Disruptions across the value chain caused by governments in various countries restricting trade in semiconductor-related products as part of their economic security policies, and intensified competition resulting from countries involved in trade disputes promoting domestic production of related products」
For semiconductor-related products, the company identified economic security policies, trade restrictions, value chain disruptions, and intensified competition resulting from domestic production in counterpart countries as new material risks.