Komori
Toho Zinc (5707) · RiskWorsened

Domestic Automotive Industry Production Cuts Due to Semiconductor and Component Shortages

First written in FY2023-Q1. 3 of 7 entries say "Restated". Latest entry: FY2024.

7entries
3years
0from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseRestatedFY2023-Q1 – FY2024-Q1WorsenedFY2024-Q2 – FY20242022: 220222023: 320232024: 22024
Same theme, other companies
Customer production adjustments due to semiconductor shortagesA theme 113 companies write about · 112 as a headwind · 2 as a tailwind

Toho Zinc moved to the "Worse" side of this theme in 2024, 3 years after the typical company in this theme (2021).

The whole theme swung hardest in 2025: 9 of 28 companies on the "Worse" side.

7 other companies' latest entry also says "Worsened".

Ridges = years it wrote progress, valleys = years it wrote worse. Most hopeful companies at the back. Drag to turn, scroll to zoom, right-drag to pan. On a phone, two fingers turn and pinch to zoom; one finger scrolls the page.
Showing 14 of the 113 companies compared. The sentences above are computed from all 113.
Full recordFilings, disclosures and news, newest first
  1. FY2024WorsenedAnnual report

    「In the Electrolytic Iron business, export restrictions on semiconductor manufacturing equipment and deteriorating market conditions for consumer semiconductors coincided with inventory adjustments for automotive components, expanding the negative impact on sales to domestic special steel manufacturers.」

    Export restrictions on semiconductor manufacturing equipment, deteriorating semiconductor market conditions and inventory adjustments for automotive components combined to intensify the impact of demand fluctuations on electronic components and functional materials.
  2. FY2024-Q3WorsenedAnnual report

    「Although demand in the US for special steel for aircraft recovered, demand for special steel for domestic automotive applications, semiconductors and semiconductor manufacturing equipment declined, leaving revenue at approximately the same level as in the previous fiscal year.」

    Continued weakness in domestic automotive and semiconductor-related demand affected sales in the Electronic Components and Functional Materials business.
  3. FY2024-Q2WorsenedAnnual report

    「Although demand for special steel for aircraft in the United States recovered, domestic demand for special steel for automotive applications and semiconductor equipment declined, leaving revenue at approximately the same level as in the previous fiscal year.」

    Continued weakness in domestic demand for special steel for automotive applications and semiconductor equipment affected sales in the Electronic Components and Functional Materials business.
  4. FY2024-Q1RestatedAnnual report

    「During the three-month period ended 30 June, there were no new risks that management recognizes as having the potential to materially affect the financial position, operating results or cash flows of the consolidated companies, and no material changes to the business risks described in the annual securities report for the previous fiscal year.」

    The company stated that there were no significant changes to existing risks, including production cuts in Japan's automotive industry due to semiconductor and component shortages.
  5. FY2023-Q3RestatedAnnual report

    「In terms of sales, the company was affected by production cuts in Japan's automotive industry due to shortages of semiconductors and components, resulting in lower sales of its mainstay zinc and lead products.」

    Continued production cuts in Japan's automotive industry due to semiconductor and component shortages reaffirmed their impact on lower zinc and lead sales.
  6. FY2023-Q2RestatedAnnual report

    「In terms of sales, the company was affected by production cuts in Japan's automotive industry due to shortages of semiconductors and components, resulting in lower sales of its mainstay zinc and lead products.」

    Continued production cuts in Japan's automotive industry due to semiconductor and component shortages reaffirmed their impact on lower zinc and lead sales.
  7. FY2023-Q1First statedAnnual report

    「In terms of sales, the company was affected by production cuts in Japan's automotive industry due to shortages of semiconductors and components, resulting in lower sales of its mainstay zinc and lead products.」

    Production cuts in Japan's automotive industry due to semiconductor and component shortages actually affected the business through lower zinc and lead sales.
Moved together

"Efficient Operations in the Smelting Business" moved the same way as this thread, in the same document, in 3 of its 7 moves.

333333★123456
  1. ★This thread
  2. 1Efficient Operations in the Smelting Business3×
  3. 2Impact of Metal Price Fluctuations on Financial Results3×
  4. 3Consolidated results turn profitable from losses in the same period of the previous year3×
  5. 4Early restoration of financial soundness3×
  6. 5Resource business turns from a loss to a profit3×
  7. 6Securing Stable Earnings Through Businesses Less Affected by Market Conditions3×

★ is this thread; numbers match the list above. The number on a line is how many documents both moved the same way in; lines between the other threads count the documents they moved together in too. Threads that move together often sit closer.

When this could move next
No upcoming earnings preview for Toho Zinc yet.
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Domestic Automotive Industry Production Cuts Due to Semiconductor and Component Shortages | Toho Zinc Co.,Ltd. (5707) | Komori