Global semiconductor supply-demand tightness and procurement risks
First written in FY2022-Q1. 13 of 15 entries say "Reframed", first in FY2022-Q3. Latest entry: 2026-08-07.
Restar moved to the "Worse" side of this theme in 2021, 1 year before the typical company in this theme (2022).
0 other companies' latest entry also says "Reframed".
- 2026-08-07ReframedResults
「半導体市場においては世界的なＡＩ関連需要の拡大を背景にデータセンターや半導体関連投資が増加したことから、ＡＩ関連商材は好調に推移しました。さらには、旺盛な設備投資を背景として、産業機器向けの市況にも回復傾向が見られました。」
AI関連商材の好調に加え、産業機器向け市況の回復傾向を示す業界認識へ更新された。 - FY2026ReframedAnnual report
「In the semiconductor market, growth in the electric-vehicle (EV) market has stalled below expectations, but AI-related products performed well, and market conditions for industrial equipment also showed signs of recovery.」
The risk perspective is being updated from the conventional focus on procurement risks, centered on tight semiconductor supply and demand and excess inventories, to an application-specific view in which strong AI-related demand, sluggish EV demand and a recovery in industrial equipment market conditions coexist. - 2026-05-14ReframedRevision to earnings forecast
「In the semiconductor market, growth in the electric-vehicle (EV) market has stalled below expectations, but AI-related products performed well, and market conditions for industrial equipment also showed signs of recovery.」
半導体需給・用途別需要の認識について、生成AI関連の好調とEV需要の伸び悩みに加え、産業機器向けの回復傾向を示している。 - FY2026-H1ReframedAnnual report
「In the semiconductor market, products related to generative AI performed well. However, trends remain mixed by application, with demand for electric vehicles (EVs) slowing and market conditions for industrial equipment recovering slowly.」
The company has updated its assessment from the previous focus on tight semiconductor supply and demand and excess inventories to mixed conditions by application, with strong demand related to generative AI coexisting with a delayed recovery in demand for EVs and industrial equipment. - FY2025-H1ReframedAnnual report
「Although there are signs of recovery in the semiconductor market, driven by demand related to generative AI, demand for various products remains mixed.」
The company has updated its assessment from the previous focus on tight semiconductor supply and demand, procurement difficulties and excess inventories to a situation in which signs of recovery driven by generative-AI demand coexist with mixed demand by product. - FY2024ReframedAnnual report
「Automotive sales in the device business remained strong, while sales for industrial equipment, PCs, communications equipment and other applications declined. However, the consolidation of Tsuzuki Embedded Solutions Co., Ltd. (currently Lester Embedded Solutions Co., Ltd.) contributed to a slight increase in revenue.」
The company has updated its assessment after the easing of tight semiconductor supply and demand to mixed conditions by application, with automotive applications performing well while industrial, PC and communications-equipment applications declined. - FY2024-Q3ReframedAnnual report
「The device business performed well in automotive applications as new-vehicle production recovered, but revenue from servers and PCs, as well as communications equipment, declined, resulting in lower revenue.」
The company has updated its assessment from easing semiconductor shortages and an automotive-market recovery to a situation of mixed conditions by application, adding declining demand for servers, PCs and communications equipment. - FY2024-Q1ReframedAnnual report
「The business environment surrounding our company remains uncertain, despite easing semiconductor shortages and a recovery in the automotive market, owing to the slowdown in the Chinese economy, weak demand for PCs and smartphones, and foreign-exchange trends associated with monetary policy.」
The company has updated its assessment from the previous focus on tight semiconductor supply and demand and procurement difficulties to a situation in which semiconductor shortages are easing and the automotive market is recovering, while the Chinese economic slowdown and weak PC and smartphone demand remain. - FY2023ReframedAnnual report
「In the business environment surrounding our company, the outlook remains uncertain, with conditions shifting from production adjustments caused by semiconductor component shortages at the beginning of the period toward excess inventories in the latter half as supply-demand tightness eased.」
The company has updated its risk assessment from the previous focus on tight semiconductor supply and demand, procurement difficulties and factory operating restrictions to include a shift toward easing supply and demand and excess inventories in the second half of the period. - FY2023-Q3ReframedAnnual report
「Amid continuing mixed conditions in semiconductor supply and demand, strong demand for industrial and automotive equipment, among other applications, enabled the semiconductor and electronic components business and the procurement business to perform well and post higher revenue.」
The company has updated its assessment from the previous focus on supply constraints caused by tight semiconductor supply and demand and procurement difficulties to a situation in which supply and demand conditions are mixed while demand for industrial and automotive equipment remains firm. - FY2023-Q2ReframedAnnual report
「Amid mixed supply and demand conditions for semiconductors, firm demand from industrial equipment and automotive equipment continued to support strong performance in the Semiconductor and Electronic Components and Procurement businesses, resulting in higher revenue.」
The company has updated its assessment from the previous focus on tight semiconductor supply and demand and procurement difficulties to a situation in which supply and demand conditions are mixed while demand for industrial and automotive equipment remains firm. - FY2023-Q1ReframedAnnual report
「Amid mixed conditions in semiconductor supply and demand, strong demand for automotive and industrial equipment, among other applications, enabled the semiconductor and electronic components business and the procurement business to perform well and post higher revenue.」
The company has updated its description from an awareness of supply constraints caused by tight semiconductor supply and demand and procurement difficulties to a situation in which supply and demand conditions are mixed while demand for automotive and industrial equipment remains firm. - FY2022-Q3ReframedAnnual report
「Component shortages restricted factory operations in manufacturing industries in Southeast Asia and China, disrupting the supply chain for semiconductors and other components and affecting the production of electronics products and automobiles.」
The company has specified that, beyond the continuing tight semiconductor supply-demand balance and procurement difficulties, restrictions on factory operations and supply-chain disruptions affected the production of electronics products and automobiles. - FY2022-Q2MaterialisedAnnual report
「Although semiconductors for a wide range of products, including consumer and automotive equipment, remained in short supply and some components were difficult to procure, strong demand led the semiconductor and electronic components business and the procurement business to perform well and post higher revenue in the six months ended the second quarter.」
While tight semiconductor supply and demand and procurement difficulties for some components continued, strong demand led the semiconductor and electronic components business and the procurement business to post higher revenue. - FY2022-Q1First statedAnnual report
「Although semiconductors for a wide range of products, including consumer and automotive equipment, were in short supply and procurement risks remained, strong demand led the semiconductor and electronic components business and the procurement business to perform well and post higher revenue.」
The company describes tight semiconductor supply and demand and procurement risks as new, specific risks in the business environment for the first quarter.