Impact on Sales from Semiconductor Shortages and Cloud Growth
First written in FY2022. 3 of 7 entries say "Mitigated", first in FY2023-Q1. Latest entry: FY2026.
I'Ll Inc moved to the "Worse" side of this theme in 2026, 5 years after the typical company in this theme (2021).
1 other company's latest entry also says "Materialised".
- FY2026MaterialisedAnnual report
「Although there were delays in hardware deliveries due to semiconductor shortages during the fiscal year, orders remained solid as a result of revenue growth from continued orders for large-scale projects and steady progress in the development process, as well as revisions to prices charged to customers in response to higher procurement prices.」
The Company states that delays in hardware deliveries due to semiconductor shortages actually occurred during the fiscal year. At the same time, it states that orders remained solid, supported by large-scale projects and other factors. - 2026-06-05MaterialisedEarnings
「Although hardware deliveries were delayed by the semiconductor shortage during the cumulative third quarter,」
States that hardware deliveries were delayed by the semiconductor shortage during the cumulative third quarter, whereas previously the shortage had been described as no longer affecting operations. - FY2023MitigatedAnnual report
「Revenue also increased as the impact of delays in delivering server equipment caused by semiconductor shortages in the previous consolidated fiscal year was resolved, among other factors.」
The Company states that the impact of delays in delivering server equipment caused by semiconductor shortages in the previous consolidated fiscal year was resolved, contributing to the increase in revenue. - FY2023-Q3RestatedAnnual report
「Revenue also increased as the impact of delays in delivering server equipment caused by semiconductor shortages in the previous consolidated fiscal year was resolved, among other factors.」
The Company continues to explain that the resolution of the impact of delays in delivering server equipment caused by semiconductor shortages in the previous fiscal year contributed to the increase in revenue. - FY2023-Q2MitigatedAnnual report
「Revenue also increased as the impact of delays in delivering server equipment caused by semiconductor shortages in the previous consolidated fiscal year was resolved, among other factors.」
The Company states that the impact of delays in delivering server equipment caused by semiconductor shortages in the previous fiscal year was resolved, contributing to the increase in revenue. - FY2023-Q1MitigatedAnnual report
「Revenue also increased as the impact of delays in delivering server equipment caused by semiconductor shortages in the previous fiscal year was resolved, among other factors.」
The Company states that the impact of delays in delivering server equipment caused by semiconductor shortages in the previous fiscal year was resolved, contributing to the increase in revenue. - FY2022First statedAnnual report
「During the fiscal year, the Company was affected by delays in the delivery of server equipment due to semiconductor shortages and a decline in initial revenue resulting from cloud growth, among other factors.」
The Company newly disclosed that delays in the delivery of server equipment due to semiconductor shortages and a decline in initial revenue resulting from cloud growth affected revenue during the fiscal year.