Software Service (3733) · RiskMaterialised
Difficulty Procuring Materials Due to the Semiconductor Shortage
First written in FY2022-Q1. 1 of 3 entries say "Dropped", first in FY2022. Latest entry: FY2026-H1.
3entries
5years
0from disclosures
How it moved
Same theme, other companies
Risk of higher costs and weaker earnings due to shortages and procurement difficulties involving components and raw materialsA theme 162 companies write about · 168 as a headwind · 0 as a tailwind
Software Service moved to the "Worse" side of this theme in 2026, 4 years after the typical company in this theme (2022).
The whole theme swung hardest in 2018: 12 of 31 companies on the "Worse" side.
23 other companies' latest entry also says "Materialised".
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 162 companies compared. The sentences above are computed from all 162.Full recordFilings, disclosures and news, newest first
- FY2026-H1MaterialisedAnnual report
「Higher procurement costs due to soaring semiconductor prices, including memory」
Unlike the previous difficulty procuring materials caused by the semiconductor shortage, soaring semiconductor prices and higher procurement costs were described as actual factors contributing to lower profit. - FY2022DroppedAnnual reportThe explicit reference in the previous quarter to difficulty procuring materials due to the semiconductor shortage could not be identified in this filing.
- FY2022-Q1First statedAnnual report
「The outlook remains uncertain, as the spread of the Omicron variant in Japan and difficulty procuring materials due to the semiconductor shortage continue.」
The filing describes the continuing difficulty of procuring materials due to the semiconductor shortage as a new risk factor in the economic environment.