Semiconductor supply shortage
First written in FY2022-Q3. 2 of 3 entries say "Materialised", first in FY2023-Q1. Latest entry: FY2023-Q2.
Ochi Holdings moved to the "Worse" side of this theme in 2022, the same year as the typical company in this theme.
The whole theme swung hardest in 2022: 24 of 34 companies on the "Worse" side.
2 other companies' latest entry also says "Materialised".
- FY2023-Q2MaterialisedAnnual report
「Although automotive-related sales declined due to the semiconductor shortage, sales of industrial electrical insulation materials increased. Revenue for this business was ¥1,567 million, up 0.2% year on year, and operating profit was ¥45 million, up 21.1%.」
The semiconductor shortage has actually emerged in business results as a decline in automotive-related sales. - FY2023-Q1MaterialisedAnnual report
「Global timber shortages and the associated persistently high prices, as well as supply delays for housing equipment and other products due to semiconductor shortages, continue,」
Delays in the supply of housing equipment and other products due to semiconductor shortages continued and actually emerged as a factor reducing sales and installation work for refrigeration and freezing equipment in the Environmental Amenities business. - FY2022-Q3First statedAnnual report
「The outlook for the economy remains uncertain, amid the continuing shortage of semiconductors.」
The continuing semiconductor shortage was identified for the first time as a factor making the economic outlook uncertain.