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D.I.System (4421) · RiskMitigated

Delays in IT Equipment Deliveries and Project Postponements Due to Semiconductor Shortages

First written in FY2021-Q3. 2 of 7 entries say "Restated". Latest entry: FY2023-Q3.

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ProgressHeldSoftenedWorseFirst statedFY2021-Q3 – FY2021RestatedFY2022-Q2 – FY2022-Q3MitigatedFY2023-Q1 – FY2023-Q32021: 220212022: 320222023: 22023
Same theme, other companies
Delays in Customer System Implementations Due to Semiconductor ShortagesA theme 4 companies write about · 4 as a headwind · 0 as a tailwind

0 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.
Full recordFilings, disclosures and news, newest first
  1. FY2023-Q3MitigatedAnnual report

    「Although the IT equipment delivery delays that had continued to occur in infrastructure system design and construction have largely been resolved, some equipment remains affected, and we are continuing to provide solutions while taking measures to address the issue.」

    IT equipment delivery delays have been largely resolved, while services continue to be provided with measures being taken to address the remaining impact on some equipment.
  2. FY2023-Q1MitigatedAnnual report

    「Although delivery delays continue to affect some IT equipment, as they did in the previous consolidated fiscal year, we are continuing to provide solutions while taking measures to address them, and currently expect no significant impact on business performance.」

    Delivery delays affecting some IT equipment continue, but services are being provided while measures are taken to address them, and no significant impact on business performance is currently expected.
  3. FY2022-Q3RestatedAnnual report

    「Although there is still no clear indication of when the global semiconductor shortage, which has continued since last year, will improve, we are continuing to provide services while taking measures to address delays in IT equipment delivery. At present, it is said that the semiconductor shortage may not be resolved until 2023, and the Company Group continues to recognise it as a concern.」

    The situation of the global semiconductor shortage and delays in IT equipment deliveries, with no clear indication of when conditions will improve, has continued. Meanwhile, services are being provided while measures are taken to address delivery delays.
  4. FY2022-Q2RestatedAnnual report

    「Although there is still no clear indication of when the global semiconductor shortage, which has continued since last year, will improve, we are continuing to provide services while taking measures to address delays in IT equipment delivery. At present, it is said that the semiconductor shortage may not be resolved until 2023, and the Company Group continues to recognise it as a concern.」

    The semiconductor shortage, delays in IT equipment deliveries, and the outlook that resolution may not occur until 2023 continue. Meanwhile, services are being provided while measures are taken to address delivery delays.
  5. FY2022-Q1WorsenedAnnual report

    「There is still no clear indication of when the prolonged global semiconductor shortage will improve, and it is currently said that this may be in 2023. The Company Group recognises the shortage as a concern.」

    Delays in IT equipment deliveries and the deferral of network construction-related projects due to the semiconductor shortage continued into the first quarter. The Company also mentioned the possibility that improvement may not occur until 2023, compared with the previous view of 2022.
  6. FY2021Added planned orders for deferred projects in the fiscal year ending September 2022Annual report

    「In addition, orders for the deferred projects are scheduled to be received in the fiscal year ending September 2022.」

    In addition to actual delays in IT equipment deliveries and the deferral of some network construction-related projects due to the semiconductor shortage, the Company stated that it plans to receive orders for the deferred projects in the fiscal year ending September 2022.
  7. FY2021-Q3First statedAnnual report

    「During the third quarter under review (1 April 2021 to 30 June 2021), the semiconductor shortage caused delays in IT equipment deliveries, resulting in some network construction-related projects being deferred. It is said that the global semiconductor shortage may not be resolved until 2022, and the Company Group recognises the shortage as a concern.」

    Delays in IT equipment deliveries and the deferral of some network construction-related projects actually occurred due to the semiconductor shortage. The shortage was identified explicitly as a concern for the first time, and the view that it would be resolved in 2022 was cited.
Moved together

"IT training services based on clients’ human resources strategies" moved the same way as this thread, in the same document, in 2 of its 7 moves.

22★12
  1. ★This thread
  2. 1IT training services based on clients’ human resources strategies2×
  3. 2Expanding Business Scale and Profitability2×

★ 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.

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Delays in IT Equipment Deliveries and Project Postponements Due to Semiconductor Shortages | D.I.System Co.,Ltd. (4421) | Komori