Risk of shortages in the supply of semiconductors and other components
First written in FY2022-Q3. 4 of 10 entries say "Restated". Latest entry: FY2025.
The whole theme swung hardest in 2022: 22 of 32 companies on the "Worse" side.
5 other companies' latest entry also says "Dropped".
- FY2025DroppedAnnual reportThe discussion of the business environment and results and of risks relating to the business during the fiscal year contains no direct reference to shortages of semiconductors or other components.
- FY2025-H1RestatedAnnual report
「No new business or other risks arose during the six months ended 30 June. There were also no material changes to the business and other risks described in the securities report for the previous fiscal year.」
The overall risk disclosure reaffirms that there have been no new occurrences or material changes relating to the risk of shortages of semiconductors and other components. - FY2024MitigatedAnnual report
「Recovery in production in the automotive sector, the company's main target field, against the backdrop of an easing semiconductor shortage」
The company states that the easing of the semiconductor shortage led to a recovery in automobile production. Although component supply shortage risk eased in some areas, the disclosure does not indicate that risks across the entire supply chain have disappeared. - FY2024-Q3MitigatedAnnual report
「Improvement in the economic environment, including a recovery in automobile production against the backdrop of an easing semiconductor shortage」
The easing of the semiconductor shortage has led to a recovery in automobile production. The company states that component supply shortage risk has eased in some areas, but does not indicate that risks across the entire supply chain have disappeared. - FY2024-Q2MitigatedAnnual report
「Meanwhile, the US economy has remained firm, including a recovery in automobile production, as the semiconductor shortage has eased.」
The easing of the semiconductor shortage is noted, indicating that the previously identified component supply shortage risk has eased in some areas. However, the disclosure does not indicate that risks across the entire supply chain have disappeared. - FY2024-Q1RestatedAnnual report
「No new business or other risks arose during the first quarter of the current consolidated cumulative period. In addition, there were no material changes to the business and other risks described in the annual securities report for the previous fiscal year.」
The overall risk disclosure reaffirms that there have been no new occurrences or material changes relating to the risk of shortages of semiconductors and other components. - FY2023-Q2RestatedAnnual report
「No new business or other risks arose during the first half of the current consolidated fiscal year. In addition, no material changes have occurred in the business and other risks described in the securities report for the previous fiscal year.」
The overall risk disclosure reaffirms that there have been no new occurrences or material changes relating to the risk of component supply shortages. - FY2023-Q1RestatedAnnual report
「The global economy during the first-quarter cumulative consolidated period was showing signs of recovery from the COVID-19 pandemic as economic activity resumed, but the pace of recovery slowed due to the effects of the Russia-Ukraine conflict, soaring resource prices, supply chain disruptions, and worldwide inflation」
Disruptions to supply chains, including component supply, continue to be identified as uncertainty in the external environment. This disclosure does not specify shortages of particular components such as semiconductors or the direct amount of the impact on the company's results. - FY2022WorsenedAnnual report
「Meanwhile, the sharp increase in demand accompanying the resumption of economic activity has affected economic activity through shortages of semiconductors and other components, rising resource prices such as crude oil, and disruptions to logistics networks caused by container shortages,」
Regarding the shortage of components first identified in the previous quarter, the company states that shortages including semiconductors are actually affecting economic activity, thereby providing greater specificity regarding the risk. - FY2022-Q3First statedAnnual report
「Meanwhile, uncertainty remains high, with concerns including shortages of semiconductors and other components, rising resource prices such as crude oil, and the renewed spread of highly transmissible new variants.」
The company has explicitly identified shortages of semiconductors and other components as a new external risk relating to the global economy and business environment. It does not state the direct amount of the impact on its results for the current quarter.