Business Environment Risks from Semiconductor Component Shortages and Rising Costs
First written in FY2022-Q3. 5 of 10 entries say "Worsened", first in FY2022. Latest entry: 2026-08-07.
Applied moved to the "Worse" side of this theme in 2024, 1 year after the typical company in this theme (2023).
The whole theme swung hardest in 2022: 9 of 15 companies on the "Worse" side.
3 other companies' latest entry also says "Worsened".
- 2026-08-07WorsenedResults
「ＩＴ業界では、ＡＩ関連投資の拡大を背景に部材価格の高騰が続き、製品価格の見直しが迫られる環境にありますが、ＡＩ・ＩＴ活用へのシフトは活発で、設備投資の拡大を受け企業のＩＴ投資は底堅く推移しました。」
AI関連投資の拡大を背景とする部材価格高騰と製品価格見直しの環境が新たに具体化され、事業環境リスクの影響が強まっている。 - FY2026WorsenedAnnual report
「In the IT industry, demand for replacements and support became apparent among both corporate and individual users in response to the end of Windows 10 support in October 2025, creating concerns over shortages of component supplies and longer delivery times.」
While demand related to the Windows 10 response is becoming apparent, the company discloses business environment risks concerning shortages of component supplies and longer delivery times. - 2026-05-14WorsenedResults
「部材供給不足や納期の長期化が懸念される事態となりました。」
Windows10サポート終了に伴う需要増を背景に、部材供給不足と納期長期化への懸念を記載した。 - FY2026-H1RestatedAnnual report
「No new business or other risks arose during the current interim consolidated accounting period. There were also no material changes to the business and other risks described in the securities report for the previous fiscal year.」
The company explicitly states that there are no new business or other risks and that there have been no material changes to the risks disclosed in the previous fiscal year. - FY2025ReframedAnnual report
「During the fiscal year, Japan's economy showed signs of a moderate recovery in economic activity, although prices continued to rise due to surging resource prices and the weaker yen. However, optimism about the outlook remained unwarranted amid rising costs across the board and concerns about intensifying trade competition.」
The focus of business environment concerns has shifted from the previous emphasis on the semiconductor shortage to soaring resource prices, a weaker yen and rising prices, higher costs, and concerns over intensifying trade competition. - FY2024-Q3ReframedAnnual report
「During the cumulative third quarter of the fiscal year, Japan's economy recovered moderately, supported in part by a recovery in inbound demand against a backdrop of the employment and income environment and the weaker yen. However, the outlook remained uncertain due to downside risks to the economy, including high prices driven by surging resource prices, volatility in financial and capital markets, and a downturn in overseas economies.」
The focus of business environment concerns has shifted from the previous emphasis on the semiconductor shortage to inflation driven by soaring resource prices, volatility in financial and capital markets, and a downturn in overseas economies. - FY2023Semiconductor shortage improving, but high costs and raw material prices persistAnnual report
「In the IT industry, although supply conditions resulting from the semiconductor shortage were improving, domestic PC shipments continued to trend downward due to sluggish replacement demand and companies’ cautious stance toward capital investment, among other factors.」
While supply conditions related to the semiconductor shortage are described as improving, sluggish replacement demand and companies’ increasingly cautious capital investment are identified as new downward pressure factors. - FY2023-Q2WorsenedAnnual report
「In the IT sector to which the Group belongs, several factors exerted downward pressure, including the global semiconductor shortage, supply chain disruptions caused by China’s zero-COVID policy, and soaring prices for manufacturing materials.」
In addition to the previously identified semiconductor shortage and rising costs, supply chain disruptions caused by China’s zero-COVID policy and soaring prices for manufacturing materials are explicitly identified, clarifying the downward pressure on the business environment. - FY2022WorsenedAnnual report
「During the fiscal year under review, the Japanese economy faced various constraints in society, the economy, healthcare, education, and other areas due to the global spread and prolonged duration of COVID-19 variants. In addition, the shortage of semiconductors, soaring resource prices, and heightened geopolitical risks overseas left conditions extremely uncertain.」
In addition to the shortages of semiconductor components and rising costs described in the previous quarter, soaring resource prices and geopolitical risks are explicitly identified, indicating a broadening of business environment risk factors. - FY2022-Q3MaterialisedAnnual report
「The renewed spread of COVID-19, rising costs, and shortages of semiconductor components have become apparent, and difficult conditions are expected to continue.」
Rising costs and shortages of semiconductor components are identified for the first time as standalone business environment risks that have become apparent.