Dependence on specific suppliers and risks related to raw-material supply and price increases
First written in FY2018. 1 of 3 entries say "Advanced", first in 2026-05-13. Latest entry: FY2026.
The whole theme swung hardest in 2021: 24 of 54 companies on the "Worse" side.
15 other companies' latest entry also says "Worsened".
- FY2026WorsenedAnnual report
「Against a backdrop of global expansion in EVs, AI and semiconductors, demand for raw materials used in electronic materials has surged, and tight supply and demand and price volatility have become the norm.」
The risk of dependence on specific suppliers expanded into a high-priority supply-chain risk encompassing tight supply and demand and price volatility driven by EV, AI and semiconductor demand, requests for disclosure of country-of-origin information, and supply disruptions caused by geopolitical factors. - 2026-05-13AdvancedManagement Plan
「In addition to strengthening production capacity, it is essential to build a resilient supply structure, including a more robust supply chain.」
The company explicitly stated that it would strengthen the supply chain and build a resilient supply structure in response to risks involving the supply of raw materials and other inputs. - FY2018First statedAnnual report
「The Group has established a production system based on the assumption that raw materials can be procured in a timely manner and in sufficient quantities, but it depends on specific suppliers for part of its raw-material supply.」
The company disclosed the impact on production and earnings of supply delays or shortages, price increases or contract termination by suppliers, natural disasters, accidents or bankruptcies, and higher fuel and electricity prices.