Decline in orders for communications-equipment applications due to semiconductor shortages
First written in FY2022-Q3. 2 of 3 entries say "Restated". Latest entry: FY2024-Q3.
The whole theme swung hardest in 2025: 9 of 28 companies on the "Worse" side.
21 other companies' latest entry also says "Restated".
- FY2024-Q3RestatedAnnual report
「During the cumulative third quarter under review, there were no significant changes in the matters described in this quarterly report regarding the business and accounting conditions that could materially affect investors’ decisions, or in the “Business and Other Risks” described in the securities report for the previous fiscal year.」
半導体不足による通信機器用途の受注減少リスクについて、重要な変更は記載されていない。 - FY2024-Q2RestatedAnnual report
「During the cumulative second quarter under review, there were no significant changes in the matters described in this quarterly report regarding the business and accounting conditions that could materially affect investors’ decisions, or in the “Business and Other Risks” described in the securities report for the previous fiscal year.」
半導体不足による通信機器用途の受注減少リスクについて、重要な変更は記載されていない。 - FY2022-Q3First statedAnnual report
「また、好調に推移していた有機ＥＬ用水分除去シートは、通信機器用途で半導体不足の影響により受注減少しており、前年同四半期比減となりました。」
半導体不足が通信機器用途の有機EL用水分除去シートの受注減少と前年同四半期比減に実際につながったことが、初めて独立したリスクテーマとして記載された。