Komori
No.1 (3562) · FactRestated

Semiconductor Supply Shortage and Rising Demand for IT Equipment

First written in FY2022-Q2. 2 of 4 entries say "Restated". Latest entry: FY2023-Q1.

4entries
2years
0from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseRestatedFY2022-Q2 – FY2023-Q12021: 120212022: 32022
Same theme, other companies
Uncertainty in the earnings outlook due to the global semiconductor shortageA theme 36 companies write about · 36 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2022: 22 of 32 companies on the "Worse" side.

9 other companies' latest entry also says "Restated".

Ridges = years it wrote progress, valleys = years it wrote worse. Most hopeful companies at the back. Drag to turn, scroll to zoom, right-drag to pan. On a phone, two fingers turn and pinch to zoom; one finger scrolls the page.
Showing 14 of the 36 companies compared. The sentences above are computed from all 36.
Full recordFilings, disclosures and news, newest first
  1. FY2023-Q1RestatedAnnual report

    「The domestic economy remained uncertain, owing to factors including the emergence of new variants and continuing supply chain disruptions caused by supply constraints affecting semiconductors and electronic components.」

    Supply constraints for semiconductors and electronic components and supply chain disruption continue to contribute to uncertainty in the economic environment.
  2. FY2022Continued supply constraints and supply chain disruptionAnnual report

    「Domestic economic conditions remained uncertain due to factors including the emergence of new variants and supply chain disruption caused by supply constraints, particularly for semiconductors and electronic components.」

    The company identifies supply constraints for semiconductors and electronic components and supply chain disruption as factors contributing to uncertainty in the economic environment.
  3. FY2022-Q3RestatedAnnual report

    「Although semiconductor supply shortages continue to have an impact, the production index for mining and manufacturing, including the automobile industry, is recovering, while online streaming and mail-order businesses that captured stay-at-home demand continue to show strong growth.」

    The company describes the continued impact of semiconductor supply shortages alongside the recovery in mining and manufacturing output and expanding demand for mail-order and other services.
  4. FY2022-Q2First statedAnnual report

    「Demand for automobiles and IT equipment has been increasing amid semiconductor supply shortages.」

    The company describes semiconductor supply shortages and the resulting increase in demand for automobiles and IT equipment as external environmental factors.
Moved together

None of this company's other threads moved the same way in the same document twice or more.

When this could move next
No upcoming earnings preview for No.1 yet.
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Semiconductor Supply Shortage and Rising Demand for IT Equipment | No.1 Co.,Ltd (3562) | Komori