Komori
Sanwayuka Industry (4125) · RiskRestated

Global Semiconductor Shortage

First written in FY2022-Q3. 5 of 8 entries say "Restated". Latest entry: FY2024-Q3.

8entries
3years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2022-Q3 – FY2023-Q2WorsenedFY2023-Q3RestatedFY20232022: 420222023: 320232024: 12024
Same theme, other companies
Global Supply Constraints on Semiconductors and Other MaterialsA theme 13 companies write about · 13 as a headwind · 0 as a tailwind

3 other companies' latest entry also says "Restated".

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.
Full recordFilings, disclosures and news, newest first
  1. FY2024-Q3RestatedAnnual report

    「Supply chain inventory adjustments have delayed the recovery of operations in parts of the semiconductor and chemicals industries, strengthening the view that the impact of sluggish operations will last longer than initially expected. Close attention must therefore be paid to future developments.」

    The company continues to emphasize the need to monitor delayed operational recovery in the semiconductor and other industries and the prolonged impact.
  2. FY2024-Q2ReframedAnnual report

    「Supply chain inventory adjustments have delayed the recovery of operations in parts of the semiconductor and chemicals industries, strengthening the view that the impact of sluggish operations will last longer than initially expected. Close attention must therefore be paid to future developments.」

    The description has shifted from the semiconductor shortage's impact on production systems to delayed operational recovery in the semiconductor and other industries, driven by supply chain inventory adjustments, and the prolonged impact of the downturn.
  3. FY2023RestatedAnnual report

    「In the domestic economy, there were signs of gradual movement toward the normalization of economic activity, but rising raw material and energy costs due to soaring resource prices and the rapid depreciation of the yen, as well as semiconductor shortages, are affecting production systems across industries.」

    The company continues to state that semiconductor shortages are affecting production systems across industries.
  4. FY2023-Q3WorsenedAnnual report

    「In the domestic economy, there were signs of gradual movement toward the normalization of economic activity, but rising raw material and energy costs due to soaring resource prices and the rapid depreciation of the yen, as well as semiconductor shortages, continue to have a significant impact on production systems across industries. As a result, the pace of economic recovery has slowed, and a full-fledged recovery is expected to take time.」

    The company explains that semiconductor shortages continue to have a significant impact on production systems across industries and are also slowing the pace of economic recovery.
  5. FY2023-Q2RestatedAnnual report

    「In the domestic economy, there were signs of movement toward the normalization of economic activity, but rising raw material and energy costs due to soaring resource prices and the rapid depreciation of the yen, as well as semiconductor shortages, are having a significant impact on production systems across industries. A full-fledged economic recovery is therefore expected to take time.」

    The company continues to recognize that semiconductor shortages are having a significant impact on production systems across industries.
  6. FY2023-Q1RestatedAnnual report

    「In the domestic economy, signs of a gradual recovery have emerged, but rising raw material and energy costs due to soaring resource prices and the rapid depreciation of the yen, difficulties in procurement caused by lockdowns in China, and semiconductor shortages are having a significant impact on production systems across industries. A full-fledged economic recovery is therefore expected to take time.」

    The company continues to state that semiconductor shortages are affecting production systems across industries.
  7. FY2022RestatedAnnual report

    「In the domestic economy, signs of recovery emerged following the lifting of the state of emergency, but shortages of semiconductors and other supplies are having a significant impact on production systems across industries, while soaring resource prices are a major concern.」

    The company continues to recognize that shortages of semiconductors and other supplies are affecting production systems.
  8. FY2022-Q3First statedAnnual report

    「The global semiconductor shortage is having a significant impact on production systems across industries, while soaring prices for some raw materials are also a concern.」

    The company states that the semiconductor shortage is already affecting production systems across industries.
Moved together

None of this company's other threads moved the same way in the same document twice or more.

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Sanwayuka Industry's next results are scheduled for 2026-11-13. Read the earnings preview
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