Komori
Dainichiseika Color & Chemicals Mfg. (4116) · RiskMitigated

Supply Constraints on Components and Raw Materials Due to Semiconductor Shortages and Other Factors

First written in FY2022-Q3. 3 of 7 entries say "Mitigated", first in FY2024-Q2. Latest entry: FY2026.

7entries
5years
0from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseRestatedFY2023-Q2 – FY2023-Q3MitigatedFY2024-Q2 – FY20262022: 320222023: 220232024: 120242025: 020252026: 12026
Same theme, other companies
Customer production adjustments due to semiconductor shortagesA theme 111 companies write about · 110 as a headwind · 2 as a tailwind

The whole theme swung hardest in 2025: 9 of 28 companies on the "Worse" side.

54 other companies' latest entry also says "Mitigated".

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 111 companies compared. The sentences above are computed from all 111.
Full recordFilings, disclosures and news, newest first
  1. FY2026MitigatedAnnual report

    「As the impact of production cuts by automobile manufacturers in the previous year abated, sales recovered, mainly in Japan.」

    The company stated that the impact of production cuts by automobile manufacturers associated with the semiconductor shortage and other factors had abated, and that domestic sales of vehicle products had recovered.
  2. FY2024MitigatedAnnual report

    「Compounds and colorants for the transportation equipment industry recovered as inventory adjustments were completed, but weakened from the beginning of the year due to the impact of the earthquake and other factors.」

    The reduction in automobile production and inventory adjustments caused by the semiconductor shortage and other factors were largely complete, and sales to the transportation equipment industry were said to have temporarily recovered. Meanwhile, they weakened from the beginning of the year onward due to the earthquake and other factors.
  3. FY2024-Q2MitigatedAnnual report

    「The Japanese economy showed a gradual recovery, supported by a rebound in automobile production as supply constraints eased and a recovery in inbound demand.」

    Regarding the risk of lower automobile production due to supply constraints stemming from the semiconductor shortage and other factors, the company reported that supply constraints had eased and automobile production had recovered, with the impact partly subsiding.
  4. FY2023-Q3RestatedAnnual report

    「Revenue from compounds and colorants for home appliances, office automation equipment and the vehicle industry was sluggish in Japan because of weak automobile production resulting from the semiconductor shortage and other factors, although」

    The impact of weak automobile production resulting from the semiconductor shortage and other factors continues to materialise as sluggish domestic sales to the vehicle, home appliance and office automation equipment markets.
  5. FY2023-Q2RestatedAnnual report

    「Revenue from compounds and colorants for home appliances, office automation equipment and the vehicle industry was sluggish in Japan, affected by lower automobile production resulting from the semiconductor shortage and other factors, although」

    The impact of lower automobile production resulting from the semiconductor shortage and other factors continues to materialise as sluggish domestic sales to the vehicle, home appliance and office automation equipment markets.
  6. FY2023-Q1MaterialisedAnnual report

    「Revenue from sales to the transportation industry declined because of lower automobile production resulting from the semiconductor shortage and other factors.」

    Supply constraints due to the semiconductor shortage and other factors materialised as lower sales to the transportation industry through reduced automobile production.
  7. FY2022-Q3First statedAnnual report

    「Sales to the vehicle and information and electronics industries, our main customer markets, were partly affected by production declines at customers resulting from supply constraints on components and raw materials due to the semiconductor shortage and other factors.」

    The company stated that supply constraints on components and raw materials due to the semiconductor shortage and other factors materialised in the business environment as lower customer production, affecting sales to the vehicle and information and electronics industries.
Moved together

"Growth in information recording-related products and functional materials" moved the same way as this thread, in the same document, in 3 of its 7 moves.

333332★123456
  1. ★This thread
  2. 1Growth in information recording-related products and functional materials3×
  3. 2Solid performance in packaging gravure inks and weakness in information and electronics-related sectors3×
  4. 3Profit Decline Due to Rising Raw Material Prices3×
  5. 4Increase in the year-end dividend to ¥8 per share3×
  6. 5Improving Asset Efficiency and Strengthening the Financial Position Through the Sale of Investment Securities Held3×
  7. 6Increase in operating profit and quarterly profit attributable to owners of the parent despite a decline in net sales2×

★ is this thread; numbers match the list above. The number on a line is how many documents both moved the same way in; lines between the other threads count the documents they moved together in too. Threads that move together often sit closer.

When this could move next
No upcoming earnings preview for Dainichiseika Color & Chemicals Mfg. yet.
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Supply Constraints on Components and Raw Materials Due to Semiconductor Shortages and Other Factors | Dainichiseika Color & Chemicals Mfg.Co.,Ltd. (4116) | Komori