Product supply delays due to the global semiconductor shortage
First written in FY2021. 2 of 5 entries say "Restated". Latest entry: FY2023.
Takamisawa moved to the "Worse" side of this theme in 2023, 2 years after the typical company in this theme (2021).
3 other companies' latest entry also says "Worsened".
- FY2023WorsenedAnnual report
「In the Electrical and Telecommunications Materials Business, the order environment is expected to stagnate due to the deterioration in semiconductor market conditions and higher resource and material prices, with earnings expected to decline slightly year on year.」
In addition to the previous delays in product supplies, the company has disclosed stagnation in the order environment and an expected decline in earnings due to deteriorating semiconductor market conditions and surging resource and materials prices. - FY2022-Q3RestatedAnnual report
「As capital investment projects began to recover, advance orders increased due to the impact of component procurement shortages, and sales performed steadily.」
The company states that advance orders continue to increase due to shortages of procured components, while sales in the electrical installation materials business progressed smoothly. - FY2022-Q2RestatedAnnual report
「As capital investment projects began to recover, advance orders increased due to the impact of component procurement shortages, and sales performed steadily.」
The company states that the impact of shortages of procured components continues to appear in the form of increased advance orders, while sales progressed smoothly. - FY2022-Q1MaterialisedAnnual report
「As capital investment projects began to recover, advance orders increased due to the impact of component procurement shortages, and sales performed steadily.」
While shortages of procured components led to an increase in advance orders, sales in the electrical installation materials business progressed smoothly. - FY2021First statedAnnual report
「In the electrical installation materials business, product supplies have been delayed due to the global semiconductor shortage, but a gradual recovery in orders is expected.」
The company has disclosed delays in the supply of electrical installation materials due to the global semiconductor shortage as a new risk.