Production adjustments caused by supply chain disruption and weak smartphone and PC sales
First written in FY2023-Q3. 5 of 11 entries say "Worsened", first in FY2023. Latest entry: 2026-11-13.
No other company in this theme has enough history to compare yet.
- FY2026Demand recovering, but plans not achievedAnnual report
「This business expects the market for electronics, including semiconductors, batteries and electronic components, to expand with the rise of next-generation vehicles and advances in IT and information and communications technology, and is focusing on supplying products to the electronics industry. During the consolidated fiscal year, operating rates recovered at some customers, but demand did not reach planned levels, and sales of fine chemicals products remained sluggish. As a result, net sales were ¥3,206 million, up 1.0% year on year.」
Although operating rates recovered at some customers, demand did not reach planned levels, and sales of fine chemicals products remained sluggish. - FY2026-H1RestatedAnnual report
「Although we are focusing on supplying products to the semiconductor, battery and electronic components industries, which are expected to drive future growth, and on the effective utilization of industrial waste, operating recoveries and growth rates among these customers have been slower than expected. We are therefore also strengthening efforts to collect industrial waste from other industries.」
We continue to recognize that operating recoveries and growth rates among customers in the semiconductor, battery and electronic components industries remain slower than expected, and are strengthening waste collection from other industries. - FY2025ReframedAnnual report
「During the consolidated fiscal year, we focused on supplying products to the semiconductor, battery and electronic components industries, which are expected to drive future growth, as well as on the effective utilization of industrial waste. However, our business was significantly affected by external conditions, including the delayed recovery in semiconductor industry operating rates and slower growth in the battery industry.」
The explanation has shifted from the previous references to supply chain disruptions and sluggish smartphone and PC sales to one focused on the delayed recovery in semiconductor industry operating rates and slower growth in the battery industry. - FY2024WorsenedAnnual report
「However, the continued depreciation of the yen has kept raw-material and energy costs at high levels, while supply chain inventory adjustments have delayed the recovery of operations at some semiconductor and chemical companies. In addition, the view has strengthened that the impact of subdued operations could persist longer than initially expected because of the Noto Peninsula Earthquake and other events that occurred in the second half of the fiscal year, so future developments require close attention.」
The company states that, in addition to the delayed recovery of operations in the semiconductor and chemical industries amid supply chain inventory adjustments, the Noto Peninsula Earthquake and other factors could cause the impact of subdued operations to persist longer than initially expected. - 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 highlight the need to monitor the delayed recovery of operations in the semiconductor and chemical industries amid supply chain inventory adjustments and the possibility that the impact of subdued operations will persist. - FY2024-Q2WorsenedAnnual 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 states that the delayed recovery of operations in the semiconductor and chemical industries due to supply chain inventory adjustments could continue to affect operations for longer than initially expected. - FY2024-Q1WorsenedAnnual report
「However, the continued depreciation of the yen has kept raw-material and energy costs at high levels, while inventory adjustments in the supply chain have delayed the recovery of operations at some semiconductor and chemical companies. There is also a view that the impact of subdued operations could persist into the period after the start of the new year, so future developments require close attention.」
The company states that inventory adjustments in the supply chain have delayed the recovery of operations at some semiconductor and chemical companies and that the impact of subdued operations could persist into the period after the start of the new year. - FY2023WorsenedAnnual report
「In particular, unstable operating conditions, including production constraints and inventory adjustments, have continued at some automakers, semiconductor manufacturers and electronic-materials manufacturers because of supply chain disruption, weak smartphone and PC sales and other factors.」
Against a backdrop of supply chain disruption and weak smartphone and PC sales, the company discloses the continuation of not only production constraints but also inventory adjustments and unstable operating conditions. - FY2023-Q3First statedAnnual report
「In particular, production adjustments have continued at some automakers, semiconductor manufacturers and electronic-materials manufacturers because of supply chain disruption, weak smartphone and PC sales and other factors, and concerns have also arisen about a temporary economic slowdown.」
The company newly states that production adjustments have continued at some automakers, semiconductor manufacturers and electronic-materials manufacturers amid supply chain disruption and weak smartphone and PC sales.