Komori
Terilogy Holdings (5133) · RiskFirst stated

Procurement Delays, Logistics Disruptions and Semiconductor Shortages

First written in FY2026. . Latest entry: FY2026.

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Longer procurement lead times and rising costs caused by tight semiconductor and raw-material supply and demand and supply chain disruptionsA theme 173 companies write about · 178 as a headwind · 1 as a tailwind

The whole theme swung hardest in 2022: 99 of 155 companies on the "Worse" side.

4 other companies' latest entry also says "First stated".

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Showing 14 of the 173 companies compared. The sentences above are computed from all 173.
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  1. FY2026First statedAnnual report

    「Semiconductor shortages and other factors may delay deliveries and increase procurement costs, resulting in lower profits and the loss of projects. In addition, a temporary increase in projects at the end of the fiscal year or due to the replacement of discontinued products may create a shortage of engineering resources, potentially delaying project execution and pushing back the timing of revenue recognition.」

    Delays in delivery and higher procurement costs caused by semiconductor shortages and other factors, as well as shortages of engineers caused by a concentration of projects, are disclosed separately for the first time as procurement and logistics risks.
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