Supply Constraints Caused by Semiconductor Shortages and China’s Lockdowns
First written in FY2023-Q2. 1 of 2 entries say "Restated". Latest entry: FY2025.
The whole theme swung hardest in 2026: 12 of 14 companies on the "Worse" side.
6 other companies' latest entry also says "Restated".
- FY2025RestatedAnnual report
「In the domestic business environment, demand in the construction sector, a major source of demand, remains sluggish due to construction delays caused by labor shortages and work-style reforms, as well as higher material costs. The company expects demand not to grow significantly over the medium to long term either.」
Although there is no new discussion of supply constraints themselves, weak demand due to construction delays caused by labor shortages and work-style reforms and higher material costs has continued. - FY2023-Q2First statedAnnual report
「During the first half of the fiscal year, the domestic economy showed signs of recovery in the first part of the period, led by personal consumption and capital investment. However, production activity remained sluggish due to supply constraints caused by semiconductor shortages and lockdowns in China.」
The company stated that supply constraints caused by semiconductor shortages and lockdowns in China actually contributed to the decline in production activity.