Komori
New Japan Chemical (4406) · RiskMitigated

Automotive production restrictions due to the global semiconductor shortage

First written in FY2022-Q1. 2 of 5 entries say "Materialised", first in FY2022-Q1. Latest entry: FY2024.

5entries
4years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseMaterialisedFY2022-Q1 – FY2023-Q3MitigatedFY2024-Q2 – FY20242021: 120212022: 120222023: 220232024: 12024
Same theme, other companies
Customer production adjustments due to semiconductor shortagesA theme 145 companies write about · 144 as a headwind · 2 as a tailwind

New Japan Chemical moved to the "Worse" side of this theme in 2021, the same year as the typical company in this theme.

The whole theme swung hardest in 2025: 12 of 42 companies on the "Worse" side.

65 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 145 companies compared. The sentences above are computed from all 145.
Full recordFilings, disclosures and news, newest first
  1. FY2024MitigatedAnnual report

    「Products for the automotive industry and electronic materials remained firm as demand from manufacturers recovered, with sales volume and net sales both exceeding the previous year.」

    While the effects of automotive production restrictions caused by the semiconductor shortage and other factors remained, demand for products for the automotive and electronic materials industries recovered, and both volume and sales exceeded the previous year.
  2. FY2024-Q2MitigatedAnnual report

    「For products for the automotive industry, both volume and sales exceeded the previous year as automotive production recovered steadily.」

    Although automotive production restrictions caused by the semiconductor shortage continued, volume and sales of automotive products exceeded the previous year as automotive production recovered.
  3. FY2023-Q3WorsenedAnnual report

    「Products for the automotive industry recorded lower revenue and volume than in the previous year due to sluggish growth in automotive production caused by the semiconductor shortage.」

    The semiconductor shortage has manifested itself in products for the automotive industry as year-on-year declines in sales and volume, through sluggish growth in automotive production.
  4. FY2022-Q3MaterialisedAnnual report

    「The slowdown in the automotive industry due to the semiconductor shortage also weighed on demand for the Group's products.」

    The company states that the global semiconductor shortage affected product demand through the slowdown in the automotive industry.
  5. FY2022-Q1MaterialisedAnnual report

    「In the latter half, restrictions on automotive production due to the global semiconductor shortage and other factors were observed.」

    The company states that the global semiconductor shortage actually resulted in restrictions on automotive production.
Moved together

"Strengthening the operating base of existing businesses" moved the same way as this thread, in the same document, in 2 of its 5 moves.

222222★123456
  1. ★This thread
  2. 1Strengthening the operating base of existing businesses2×
  3. 2Strong sales of glycerin for pharmaceutical and cosmetic applications and surfactants for household products2×
  4. 3Restructuring and rebuilding unprofitable businesses2×
  5. 4Consumers' strong preference for saving and sluggish personal consumption2×
  6. 5Sluggishness in China and emerging markets, concerns about a slowdown in the United States, and uncertainty in the global economy caused by the UK's withdrawal from the EU2×
  7. 6Impact of lower crude oil prices on plasticizer revenue2×

★ 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
New Japan Chemical's next results are scheduled for 2026-11-13. Read the earnings preview
News
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