Global Disruptions to Maritime Transport and Semiconductor Shortages
First written in FY2022-Q1. 4 of 9 entries say "Restated". Latest entry: FY2025.
The whole theme swung hardest in 2026: 62 of 108 companies on the "Worse" side.
3 other companies' latest entry also says "Other".
- FY2025Board Confirms the Impact of Component Shortages and Logistics ConstraintsAnnual report
「Amid the impact of shortages of semiconductors and other components and logistics congestion, the Board confirmed and supervised the progress of current performance in each of the company's business areas and initiatives to enhance corporate value over the medium to long term, and discussed and deliberated on reviewing and improving the company's management system.」
The Board's activities explicitly indicate that the company is affected by shortages of semiconductors and other components and logistics congestion, making supply constraints an item for confirmation in management oversight. From this point onward, quantified is false and materialized is true. - FY2024-Q3RestatedAnnual report
「In Japan, sharp price increases and repeated volatility in foreign exchange markets further intensified uncertainty about the outlook.」
Uncertainty in the supply and economic environment continues against a backdrop of sharp foreign-exchange volatility, rising prices and higher raw-material prices. - FY2023-Q3RestatedAnnual report
「During the cumulative third quarter of the current consolidated fiscal year, consumption and investment expanded as governments made progress in balancing COVID-19 prevention measures with economic activity. At the same time, the economy began to slow due to reduced automobile production caused by semiconductor shortages, surging raw-material prices and a substantial rise in prices, as well as interest-rate hikes by countries in response.」
The company states that automotive production cuts due to semiconductor shortages and higher raw-material prices continue, reconfirming its awareness of risks related to supply constraints. - FY2023-Q2RestatedAnnual report
「During the cumulative second quarter under review, consumption and investment expanded as governments made progress in balancing measures to prevent COVID-19 with economic activity. However, the global economy remained unstable due to automobile production cuts caused by semiconductor shortages, soaring raw material prices, and the prolonged invasion of the Republic of Ukraine by the Russian Federation.」
The company states that automotive production cuts due to semiconductor shortages continue, reconfirming its awareness of risks related to supply constraints. - FY2023-Q1WorsenedAnnual report
「However, there is still no sign that logistics disruptions, including higher ocean freight rates and difficulties securing containers in some areas, are easing. In addition to the renewed spread of the pandemic and automotive production cuts caused by the global semiconductor shortage, higher raw-material prices and procurement concerns continued, while the global situation remained unstable, including the prolonged Russian invasion of Ukraine.」
The company states that higher ocean freight rates and difficulties securing containers have not yet eased, indicating that logistics disruptions continue. Automotive production cuts due to semiconductor shortages, higher raw-material prices and procurement concerns, and the situation in Ukraine also remain present. - FY2022WorsenedAnnual report
「In addition to the renewed spread of the pandemic and automotive production cuts caused by the global semiconductor shortage, the outlook has become even more uncertain due to continued higher raw-material prices and procurement concerns, as well as the outbreak of the Ukraine crisis.」
In addition to the pandemic, semiconductor shortages and logistics disruptions, the company identifies automotive production cuts, higher raw-material prices and procurement concerns, and the Ukraine crisis, indicating that supply constraints and uncertainty over the outlook have broadened further. - FY2022-Q3WorsenedAnnual report
「The outlook remains highly uncertain due to logistics disruptions centered on maritime transport, difficulties in procuring raw materials caused by higher prices and insufficient supply amid increased demand, and customer production restrictions in China due to concerns over energy and environmental issues.」
In addition to the previously reported disruption to maritime transport and semiconductor shortages, the company has identified disruptions in raw-material procurement due to higher prices and insufficient supply, as well as customer production restrictions in China caused by energy and environmental concerns, indicating that the specific impact of supply constraints has broadened. - FY2022-Q2RestatedAnnual report
「In Japan, customer production activity is recovering, but the effects of intermittent declarations of a state of emergency and other measures have prolonged the prevailing mood of restraint, and the economy as a whole has not yet achieved a sufficient recovery. Overseas, economic sentiment improved as economies recovered from the recession caused by COVID-19, but uncertainty about the outlook remains strong due to worldwide disruptions in maritime transport, semiconductor shortages and concerns about the spread of COVID-19 variants.」
The company continues to report supply constraints and external-environment risks, including global disruption to maritime transport, semiconductor shortages and concerns over the spread of variants. - FY2022-Q1First statedAnnual report
「The outlook remains highly uncertain due to global disruption to ocean transport, semiconductor shortages and the spread of COVID-19 variants.」
The company newly identified disruption to ocean transport and semiconductor shortages, together with the spread of COVID-19 variants, as specific external factors increasing uncertainty.