Impact of the Semiconductor Shortage on Supply Chains
First written in FY2022-Q2. 3 of 7 entries say "Restated". Latest entry: FY2024-Q3.
The whole theme swung hardest in 2022: 22 of 32 companies on the "Worse" side.
9 other companies' latest entry also says "Restated".
- FY2024-Q3RestatedAnnual report
「During the cumulative third quarter of the fiscal year, there were no new business or other risks, nor any material changes to the business or other risks described in the annual securities report for the previous fiscal year.」
The Company states that there have been no new developments or significant changes in business and other risks, including supply chain impacts from semiconductor shortages. - FY2024-Q2RestatedAnnual report
「During the six-month period ended the second quarter of the current fiscal year, there were no new business or other risks, and no material changes to the business and other risks described in the securities report for the previous fiscal year.」
The Company states that there have been no new developments or significant changes in business and other risks, including supply chain impacts from semiconductor shortages. - FY2023-Q3RestatedAnnual report
「The business environment surrounding the Group had continued to improve as economic and social activity normalized and the manufacturing sector recovered, but logistics disruptions caused by semiconductor shortages and China’s COVID policy have begun to disrupt operations in the automotive and other sectors.」
Supply constraints caused by semiconductor shortages, together with logistics disruptions resulting from China’s COVID policy, continue to disrupt operations in the automotive and other sectors. - FY2023-Q2MaterialisedAnnual report
「The business environment surrounding the Group had continued to improve as economic and social activity normalized and the manufacturing sector recovered, but logistics disruptions caused by semiconductor shortages and China’s zero-COVID policy have begun to disrupt operations in the automotive and other sectors.」
Supply constraints caused by semiconductor shortages, together with logistics disruptions resulting from China’s zero-COVID policy, actually materialized as operational disruptions in the automotive and other sectors. - FY2023-Q1MaterialisedAnnual report
「Semiconductor shortages and the renewed spread of COVID-19 have disrupted the supply of components, causing some disruption to operations in the automotive and other sectors.」
Supply constraints caused by semiconductor shortages actually materialized as supply disruptions for components and operational disruptions in the automotive and other sectors. - FY2022WorsenedAnnual report
「The outlook is expected to continue recovering as economic and social activity moves toward normalization, supported by the effects of various policies and improvement in overseas economies. However, the outlook remains uncertain due to the impact of infectious diseases, including new variants, on domestic and overseas economies, soaring crude oil and raw material prices caused by increased geopolitical risks, volatility in financial and capital markets, and supply-side constraints.」
In addition to the existing risk of supply constraints, including semiconductor shortages, supply-side constraints caused by the renewed spread of infections and geopolitical factors continue. - FY2022-Q2First statedAnnual report
「The outlook remains uncertain due to the impact on supply chains of a resurgence of infections in Southeast Asia, semiconductor shortages, and soaring crude oil and raw material prices.」
The impact of semiconductor shortages on supply chains is expressly identified as a new source of uncertainty in the economic and operating environment.