Semiconductor Shortages, Supply Chain Disruptions and Rising Energy Prices
First written in FY2023-Q1. 5 of 9 entries say "Worsened", first in FY2023-Q3. Latest entry: 2026-08-06.
Asahi Net moved to the "Worse" side of this theme in 2023, 1 year after the typical company in this theme (2022).
The whole theme swung hardest in 2022: 99 of 155 companies on the "Worse" side.
46 other companies' latest entry also says "Worsened".
- 2026-08-06WorsenedEarnings
「Cost of sales increased due in part to the impact of higher raw material costs and rising wages.」
In addition to higher raw material costs and wages, increased systems-related expenses pushed up cost of sales, resulting in lower operating income and other measures of profit. - FY2026WorsenedAnnual report
「In addition, geopolitical risks, higher energy and raw material costs associated with yen depreciation, and increases in outsourcing costs for system maintenance and development and in wage levels may affect the Company’s earnings.」
The Company specified the impact on earnings of external-environment risks, including geopolitical risks, yen depreciation, higher energy and raw material costs, and increases in system outsourcing costs and wages. - FY2026-H1WorsenedAnnual report
「Uncertainty looking ahead continues due to factors including inflation caused by surging resource prices amid unstable international conditions, prolonged yen depreciation and the impact of U.S. trade policy.」
The impact of U.S. trade policy was newly identified as an external-environment uncertainty, in addition to surging resource prices, inflation and yen depreciation. - FY2025-H1ReframedAnnual report
「Meanwhile, although uncertainty looking ahead continues due to unstable global conditions, rising domestic prices and changes in monetary policy, companies’ willingness to invest in capital expenditure, particularly initiatives to reform management through IT, remains high.」
As external-environment uncertainties, the Company cited, in addition to the existing semiconductor shortages, supply constraints and rising energy prices, unstable global conditions, rising domestic prices and changes in monetary policy. - FY2024-Q3RestatedAnnual report
「Meanwhile, uncertain conditions looking ahead continue, including supply constraints in the supply chain caused by semiconductor shortages, rising energy prices and interest rate increases to curb inflation.」
Uncertain conditions looking ahead due to semiconductor shortages, supply chain constraints, rising energy prices and higher interest rates have continued. - FY2024-Q2WorsenedAnnual report
「Meanwhile, uncertain conditions looking ahead, including supply constraints in the supply chain caused by semiconductor shortages, rising energy prices and interest rate increases to curb inflation, have continued from the previous fiscal year.」
In addition to the existing semiconductor shortages, supply chain constraints and rising energy prices, interest rate increases to curb inflation were specifically identified, and uncertain conditions looking ahead have continued. - FY2023-Q3WorsenedAnnual report
「However, in addition to supply constraints caused by supply chain disruptions resulting from persistent semiconductor shortages, uncertainty looking ahead continues to increase due to higher resource prices and rising energy prices resulting from the depreciation of the yen.」
In addition to the existing semiconductor shortages and supply chain disruptions, higher resource prices and rising energy prices caused by the weaker yen were specifically identified, and the continued increase in uncertainty looking ahead was noted. - FY2023-Q2RestatedAnnual report
「However, uncertainty looking ahead, including the renewed spread of infection risk from variants, supply constraints caused by supply chain disruptions resulting from persistent semiconductor shortages, and rising energy prices, continues to increase.」
Semiconductor shortages, supply constraints caused by supply chain disruptions and rising energy prices continue to be identified as external-environment uncertainties. - FY2023-Q1First statedAnnual report
「Uncertainty looking ahead, including supply constraints caused by semiconductor shortages and supply chain disruptions, as well as rising energy prices, continues to increase.」
Semiconductor shortages, supply constraints caused by supply chain disruptions and rising energy prices are identified for the first time as external-environment uncertainties looking ahead.