Uncertainty over the Outlook Caused by Semiconductor Supply Shortages and Rising Resource Prices
First written in FY2022-Q2. 5 of 11 entries say "Restated". Latest entry: 2026-05-13.
The whole theme swung hardest in 2022: 4 of 8 companies on the "Worse" side.
0 other companies' latest entry also says "Mitigated".
- 2026-05-13MitigatedEarnings presentation
「Continued growth centered on the semiconductor industry」
The description of the business environment has shifted from the previous focus on production adjustments and contraction in the semiconductor market to an indication that growth in the semiconductor industry will continue. - FY2025MitigatedAnnual report
「The semiconductor market experiences large cycles of expansion and contraction, known as the “semiconductor cycle,” due to supply-and-demand conditions, but overall it continues to maintain positive growth.」
The description has shifted from focusing on supply shortages, production adjustments and market contraction to stating that, although the risk of semiconductor cycle fluctuations remains, the market as a whole will maintain positive growth. - FY2024-Q2RestatedAnnual report
「Although uncertainty over the outlook continues due to semiconductor supply shortages, rising resource prices and foreign exchange fluctuations, the importance of IT in corporate activities and the trend toward the use of IT in operations continue to grow, including through work from home, online meetings, cloud services and the promotion of digital transformation (DX).」
Uncertainty over the outlook due to semiconductor supply shortages, rising resource prices and foreign exchange fluctuations continues to be disclosed. The Company expressly states that there have been no new risks or material changes in the risks. - FY2024-Q1MaterialisedAnnual report
「Although uncertainty over the outlook continues due to semiconductor supply shortages, rising resource prices and foreign exchange fluctuations, the importance of IT in corporate activities and the trend toward the use of IT in operations continue to grow, including through work from home, online meetings, cloud services and the promotion of digital transformation (DX). In response to semiconductor production adjustments, the number of engineers engaged in plant maintenance and operations services remained weak.」
In addition to describing uncertainty over the outlook due to semiconductor supply shortages and related factors, the Company states that semiconductor production adjustments actually manifested themselves in a decline in the number of engineers engaged in plant maintenance and operations services. - FY2023WorsenedAnnual report
「The semiconductor market experiences large cycles of expansion and contraction, known as the “semiconductor cycle,” due to supply-and-demand conditions. The market is forecast to decline 9.4% year on year in 2023 and grow 13.1% year on year in 2024.」
The 2023 forecast for the semiconductor market was revised to a 9.4% year-on-year decline, worse than the previously stated forecast of a 4.1% decline in 2023. In contrast, the market is forecast to grow 13.1% year on year in 2024, supported by demand related to generative AI and other factors, and a recovery outlook is also presented. - FY2023-Q3RestatedAnnual report
「Although uncertainty over the outlook continues due to semiconductor supply shortages, rising resource prices and foreign exchange fluctuations, the importance of IT in corporate activities and the trend toward the use of IT in operations continue to grow, including through work from home, online meetings, cloud services and the promotion of digital transformation (DX).」
Uncertainty over the outlook due to semiconductor supply shortages, rising resource prices and foreign exchange fluctuations continues to be disclosed. This is consistent with the risk disclosure stating that there have been no material changes from the previous fiscal year. - FY2023-Q2RestatedAnnual report
「Although uncertainty over the outlook continues due to semiconductor supply shortages, rising resource prices and foreign exchange fluctuations, the importance of IT in corporate activities and the trend toward the use of IT in operations continue to grow, including through work from home, online meetings, cloud services and the promotion of digital transformation (DX).」
Uncertainty over the outlook due to semiconductor supply shortages, rising resource prices and foreign exchange fluctuations continues to be disclosed, with no material changes from the previous fiscal year. - FY2023-Q1RestatedAnnual report
「Although uncertainty over the outlook continues due to semiconductor supply shortages, rising resource prices and foreign exchange fluctuations, the importance of IT in corporate activities and the trend toward the use of IT in operations continue to grow, including through work from home, online meetings, cloud services and the promotion of digital transformation (DX).」
Uncertainty over the outlook due to semiconductor supply shortages, rising resource prices and foreign exchange fluctuations continues to be disclosed. The Company expressly states that there have been no new risks or material changes in the risks. - FY2022WorsenedAnnual report
「Uncertainty over the outlook continues due to semiconductor supply shortages, rising resource prices and foreign exchange fluctuations. The semiconductor market experiences large cycles of expansion and contraction, known as the “semiconductor cycle,” due to supply-and-demand conditions. In 2023, the market is forecast to decline 4.1% year on year.」
In addition to the previously cited semiconductor supply shortages and rising resource prices, the Company cited foreign exchange fluctuations and forecast a 4.1% year-on-year decline in the semiconductor market in 2023. The supply shortages and rising resource prices are described as actual conditions in the external environment. - FY2022-Q3RestatedAnnual report
「During the cumulative third quarter period, the Japanese economy remained in an uncertain situation, with a rapid spread of COVID-19, semiconductor supply shortages and rising resource prices.」
Semiconductor supply shortages and rising resource prices continue to be described as risks in the external environment. They have not been quantified, but the shortages and price increases are described as actual conditions. - FY2022-Q2First statedAnnual report
「Uncertainty over the outlook continues due to semiconductor supply shortages and rising resource prices.」
The Company states that semiconductor supply shortages and rising resource prices are present in the current external environment and that uncertainty over the outlook continues.