Production Adjustments and Heightened Business Environment Uncertainty Caused by Semiconductor Shortages and Soaring Raw Material Prices
First written in FY2022-Q1. 4 of 9 entries say "Restated". Latest entry: FY2024-Q3.
The whole theme swung hardest in 2026: 12 of 14 companies on the "Worse" side.
6 other companies' latest entry also says "Mitigated".
- FY2024-Q3MitigatedAnnual report
「The shortage of semiconductors and electronic components has passed its peak, and demand has entered an adjustment phase.」
Tight supply conditions for semiconductors and electronic components are said to have passed their peak, and supply constraints have eased compared with through the previous quarter. At the same time, a shift toward a demand-adjustment phase is indicated. - FY2024-Q2RestatedAnnual report
「In this business, semiconductor shortages have improved to some extent, except for certain products.」
While semiconductor shortages have improved to some extent overall, they have not been eliminated for all products, and product-specific constraints have continued to remain. - FY2024-Q1Improvement in Supply Constraints, but Continued Shortages of Key ProductsAnnual report
「Although semiconductor shortages have improved to some extent overall, shortages have continued for some products, including analog ICs, PLDs, and other standard ICs, which are the main products handled by the group.」
While semiconductor shortages have improved to some extent overall, shortages have continued for key products handled by the group, including analog ICs, PLDs, and standard ICs, with improvements and constraints coexisting by product category. - FY2023-Q3RestatedAnnual report
「Shortages of semiconductors have continued broadly, including analog ICs, PLDs, and other standard ICs, which are the main products handled by the group.」
Although supply conditions for some memory products have improved, shortages have continued broadly across analog ICs, PLDs, standard ICs, and other products that we primarily handle. - FY2023-Q2Stabilization in Some Memory Products Alongside Continued Supply DisruptionsAnnual report
「In this business, supply conditions for some products, including memory products, have stabilized, but supply chain disruptions have continued overall with respect to semiconductors and other electronic components.」
Although supply conditions for some memory products have stabilized, supply chain disruptions have continued across semiconductors and electronic components overall. - FY2023-Q1RestatedAnnual report
「Although supply chain disruptions caused by tight supplies of semiconductors and other electronic components have continued」
While tight supplies of semiconductors and electronic components and supply chain disruptions have continued, demand has remained at a high level. - FY2022-Q3RestatedAnnual report
「Although supply chain disruptions have continued against the backdrop of rising global semiconductor demand, this business generally delivered strong results.」
Rising global semiconductor demand and supply chain disruptions continue to coexist, and the risk of supply constraints continues to be cited. - FY2022-Q2WorsenedAnnual report
「The automotive market has experienced production adjustments due to semiconductor shortages, but demand is increasing as vehicles become more electrified and electric vehicles gain ground. Although semiconductor demand remains firm, uncertainty has continued as a result of semiconductor supply shortages, higher raw material costs, and the renewed spread of COVID-19.」
The semiconductor supply shortage materialized as production adjustments in the automotive market, while higher raw material costs and the renewed spread of infection have added to continued uncertainty in the business environment. - FY2022-Q1First statedAnnual report
「Although the automotive market experienced production adjustments due to semiconductor shortages, ……uncertainty has continued as a result of factors including US-China trade friction, semiconductor supply shortages, higher raw material costs, and the increase in COVID-19 variants.」
The semiconductor shortage materialized as production adjustments in the automotive market, while semiconductor supply shortages and higher raw material costs are presented together for the first time as sources of uncertainty in the business environment.