Supply Constraints Caused by Semiconductor Shortages, Cold Snaps and Factory Fires
First written in FY2022-Q1. 3 of 8 entries say "Mitigated", first in FY2023-Q2. Latest entry: FY2025-H1.
3 other companies' latest entry also says "Mitigated".
- FY2025-H1MitigatedAnnual report
「The electronic materials industry, the company’s main market, saw little recovery in consumer products, but inventory adjustments in the supply chain had run their course in advanced fields, and demand expanded against a backdrop of strong AI-related investment.」
In advanced fields, inventory adjustments across the supply chain have run their course, demand is expanding against the backdrop of AI-related investment, and conditions surrounding semiconductor shortages and supply constraints are easing. - FY2023-Q3MitigatedAnnual report
「Global logistics disruptions were moving toward normalization, and part of the semiconductor shortage had been resolved, although」
States that global logistics disruptions were moving toward normalization and that part of the semiconductor shortage had been resolved. - FY2023-Q2MitigatedAnnual report
「In the electronic materials industry, global logistics disruptions stemming from the spread of infectious disease were moving toward normalization, and the semiconductor shortage was easing, particularly for general-purpose semiconductors,」
States that global logistics disruptions were moving toward normalization and that the semiconductor shortage had eased, particularly for general-purpose semiconductors. - FY2023-Q1RestatedAnnual report
「While the global semiconductor supply shortage continued, and despite global logistics disruptions stemming from the spread of infectious disease and inventory adjustments in certain areas, demand in advanced semiconductor fields expanded due to inventory building across the supply chain, US-China tensions, accelerating digital transformation across all sectors and competition for investment.」
States that the global semiconductor supply shortage, global logistics disruptions and inventory adjustments in certain areas continued, while demand in advanced semiconductor fields expanded. - FY2022RestatedAnnual report
「In the electronic materials industry, very strong semiconductor demand continued amid a global semiconductor supply shortage caused by logistics disruptions stemming from the spread of infectious disease and reduced operations at semiconductor back-end processing plants in Southeast Asia, as well as US-China tensions, accelerating digital transformation across all sectors and competition for investment.」
The semiconductor supply shortage caused by global logistics disruptions, reduced operations at semiconductor back-end processing plants in Southeast Asia and US-China tensions continues. - FY2022-Q3WorsenedAnnual report
「In the electronic materials industry, amid a continuing global semiconductor supply shortage caused by US-China tensions in the semiconductor sector, global logistics disruptions and reduced operations at semiconductor back-end processing plants in Southeast Asia, semiconductor demand remained very strong, partly due to expectations of an economic recovery following the COVID-19 pandemic.」
Amid the continuing semiconductor shortage, global logistics disruptions and reduced operations at semiconductor back-end processing plants in Southeast Asia are additionally identified as supply constraint factors. - FY2022-Q2MaterialisedAnnual report
「In the electronic materials industry, amid a global semiconductor supply shortage caused by fires at domestic semiconductor plants and a cold wave in Texas, as well as continuing US-China tensions in the semiconductor sector, supply concerns also arose from logistics disruptions and reduced operations at semiconductor back-end processing plants in Southeast Asia.」
States that supply concerns actually arose amid the continuing semiconductor supply shortage, including logistics disruptions and reduced operations at semiconductor back-end processing plants in Southeast Asia. - FY2022-Q1First statedAnnual report
「In the electronic materials industry, semiconductor shortages continued under the impact of US-China trade tensions, a cold wave in Texas and fires at some semiconductor plants,」
States that semiconductor shortages continued and that specific supply constraint factors, including cold weather and fires at semiconductor plants, occurred.