Semiconductor Shortage, Global Supply Chain Disruptions and Difficulty Securing Export Shipping Capacity
First written in FY2022-Q1. 3 of 6 entries say "Worsened", first in FY2022-Q2. Latest entry: FY2026.
Kaneka moved to the "Worse" side of this theme in 2021, 1 year before 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".
- FY2026WorsenedAnnual report
「With disruptions to petrochemical supply chains expected amid global fragmentation and the situation in the Middle East, we will respond swiftly with resilience by making maximum use of our strength, a global business structure based on local production for local consumption.」
In addition to the previous semiconductor shortages and logistics disruptions, disruptions to petrochemical supply chains resulting from global fragmentation and the situation in the Middle East are being emphasized as new supply risks. - FY2023-Q2RestatedAnnual report
「Overseas, recovery in the automotive sector has been delayed as disruption to supply chains for semiconductors and other components continues.」
Supply chain disruptions involving semiconductors and other items, and delayed recovery in the automotive sector, continue to be identified as business-environment risks. - FY2023-Q1WorsenedAnnual report
「However, in addition to the prolonged situation in Ukraine and soaring raw material and fuel prices, the impact of the Shanghai lockdown in China from the latter half of the first quarter, historically high inflation and monetary tightening in Europe and the US, foreign exchange fluctuations, and continuing supply chain disruptions have combined, making the outlook increasingly uncertain.」
In addition to supply constraints involving semiconductors and logistics, uncertainty surrounding supply chains and the business environment has expanded to include the Shanghai lockdown, the situation in Ukraine, inflation, and exchange-rate fluctuations. - FY2022-Q3RestatedAnnual report
「However, shortages of components and materials, including semiconductors, logistical disruption, and elevated resource and energy prices have continued. The business environment remains uncertain due to the impact of renewed COVID-19 infections on production activity and rising prices.」
Shortages of components and materials, including semiconductors, logistics disruptions, and soaring resource and energy prices continue to be identified as business-environment risks. - FY2022-Q2WorsenedAnnual report
「However, an uncertain business environment persists, including supply delays for automobiles and housing due to shortages of semiconductor components and materials, logistics disruptions, and soaring raw material and energy prices.」
In addition to the previous semiconductor shortages and supply chain disruptions, the factors affecting the business have become more specific, extending to supply delays for automobiles and housing, logistics disruptions, and soaring raw material and energy prices. - FY2022-Q1First statedAnnual report
「Disruptions to global supply chains, represented by semiconductor shortages, and difficulty securing export shipping capacity in Asia and other factors are hampering the recovery.」
Semiconductor shortages, global supply chain disruptions, and difficulty securing export shipping capacity in Asia are identified as new business-environment risks hindering the recovery of the global economy.