Global Supply Chain Disruptions, Supply Constraints and Semiconductor Shortages
First written in FY2022-Q3. 6 of 15 entries say "Worsened", first in FY2022. Latest entry: 2026-11-09.
S E moved to the "Worse" side of this theme in 2025, 3 years after the typical company in this theme (2022).
The whole theme swung hardest in 2026: 14 of 17 companies on the "Worse" side.
4 other companies' latest entry also says "Materialised".
- FY2026WorsenedAnnual report
「In the architecture and civil engineering markets closely related to the Group, public investment remained solid under the Five-Year Accelerated Plan for Disaster Prevention, Mitigation and National Resilience, while private capital investment in urban redevelopment, logistics facilities and data centers also remained robust. Meanwhile, higher energy and raw material prices, constraints on the supply of construction materials, shortages of construction workers and restrictions on working hours have resulted in higher costs and affected construction work.」
Public- and private-sector demand remains solid, while higher energy and raw material prices, constraints on the supply of construction materials, and labor and working-hour constraints continue to affect costs and construction work. - FY2025WorsenedAnnual report
「Foreign exchange rates and energy and raw material prices remain elevated, and concerns over a slowdown in the global economy have also raised concerns about the risk of an economic slowdown in Japan.」
In addition to supply constraints and persistently high resource and raw material prices, concerns about an economic slowdown due to conditions in the Middle East and policies of the US administration have continued and intensified. - FY2025-H1RestatedAnnual report
「Inflationary pressures in the global economy are easing and the US economy remains solid, but China continues to slow as domestic demand weakens. With the situation in Ukraine protracted and tensions rising in the Middle East, the outlook for the global economy remains uncertain. Foreign exchange rates and energy and raw material prices remain elevated, and concerns over a slowdown in the global economy have also raised concerns about the risk of an economic slowdown in Japan.」
The Group continues to describe uncertainty in the external environment, including supply chains, the supply environment, and resource and raw material prices. Conditions in the Middle East have added a new source of uncertainty. - FY2024-Q3RestatedAnnual report
「The outlook remains uncertain owing to concerns over rising geopolitical risks, higher resource and raw-material prices, supply constraints, surging global prices and downside risks to overseas economies resulting from monetary tightening by countries in response.」
The Group continues to identify external-environment risks, including supply constraints, higher resource and raw material prices, surging prices and geopolitical risks. - FY2024-Q1RestatedAnnual report
「The outlook remains uncertain owing to concerns over rising geopolitical risks, higher resource and raw-material prices, supply constraints, surging global prices and downside risks to overseas economies resulting from monetary tightening by countries in response.」
The Group continues to identify risks relating to supply chains and the supply environment, including supply constraints, higher resource and raw material prices, and surging prices. - FY2023RestatedAnnual report
「The protracted situation in Ukraine, in addition to prolonged global supply chain disruptions, has caused the impact of higher energy and raw material prices and supply constraints to spread to prices for food and daily necessities.」
Supply chain disruptions, supply constraints and higher energy and raw material prices due to the situation in Ukraine have continued. - FY2023-Q3RestatedAnnual report
「In addition to prolonged global supply chain disruptions, the protracted situation in Ukraine has caused the impact of higher energy and raw material prices and supply constraints to spread to prices for food and daily necessities.」
Supply chain disruptions, supply constraints and higher energy and raw material prices due to the situation in Ukraine have continued. - FY2023-Q2RestatedAnnual report
「In addition to prolonged global supply chain disruptions, the protracted situation in Ukraine has caused the impact of higher energy and raw material prices and supply constraints to spread to prices for food and daily necessities.」
Supply chain disruptions, supply constraints and higher energy and raw material prices due to the situation in Ukraine have continued. - FY2023-Q1WorsenedAnnual report
「During the first quarter, the Japanese and global economies continued to be affected by COVID-19, but as economic activity normalized, the underlying trend toward economic recovery continued. Meanwhile, in addition to prolonged global supply chain disruptions, the protracted situation in Ukraine has caused not only higher crude oil and raw material prices and disruption from supply constraints, but also higher prices for food and daily necessities.」
While economic activity is normalizing, supply chain disruptions, supply constraints and higher crude oil and raw material prices due to the situation in Ukraine have continued. - FY2022WorsenedAnnual report
「Meanwhile, global supply-chain disruptions, including the prolonged semiconductor shortage, rising crude-oil and raw-material prices, and moves by the United States and other countries toward tighter monetary policy are having a significant impact on economic activity in various ways. In addition, geopolitical risks arising from the situation in Ukraine raise concerns that severe inflation will persist, and the outlook remains uncertain.」
Supply chain disruptions and semiconductor shortages have continued, compounded by higher crude oil and raw material prices and concerns that inflation will persist because of the situation in Ukraine. - FY2022-Q3First statedAnnual report
「Global supply chain disruptions, higher resource prices resulting from supply constraints and semiconductor shortages are having a significant impact on economic activity in various ways.」
The Group identifies the actual impact on economic activity from global supply chain disruptions, higher resource prices due to supply constraints and semiconductor shortages as a new external-environment risk.