Tight supply and demand for semiconductors and electronic components and delays in product deliveries
First written in FY2022-Q3. 4 of 7 entries say "Reframed", first in FY2024-Q3. Latest entry: 2026-10-15.
JMACS Japan 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 2024: 1 of 7 companies on the "Worse" side.
0 other companies' latest entry also says "Reframed".
- 2026-10-15ReframedRevision of earnings forecasts
「半導体業界の大幅な需要拡大や、プラント・信号などの更新需要を積極的に取り込むことができました。イラン情勢の影響から、原油由来製品の価格高騰・供給懸念は続いておりますが、」
半導体・電子部品の供給遅延や需要低迷を中心とした従来の記載から、半導体需要の拡大と原油由来製品の価格・供給懸念が併存する状況へ整理されている。 - FY2025ReframedAnnual report
「Regarding market conditions, the first half was busy due to shortages of goods and difficulty procuring materials from the previous year, but the second half remained unusually quiet because orders were brought forward.」
The description has been reorganised from the previous expression of tight supply and demand for semiconductors and electronic components to a description of supply and demand conditions, including shortages of goods, difficulty procuring materials and a quiet second half following the acceleration of orders. - FY2024ReframedAnnual report
「The first half was challenging across FA-related operations due to the impact of declining semiconductor demand, but plant construction projects and other construction projects, including signal cable projects, performed well, and results were in line with the budget.」
The focus has shifted from supply delays, primarily involving semiconductors and electronic components, to sluggish demand for FA-related products due to declining semiconductor demand. Meanwhile, plant construction and signal cable projects are described as performing well. - FY2024-Q3ReframedAnnual report
「In the Wire Business, we received many inquiries due to cable shortages in the industry, and sales grew steadily as traffic signal cables also began to move」
Where previous filings described supply constraints in terms of tight supply and demand for semiconductors and electronic components and supply delays, this filing describes an increase in inquiries caused by industry-wide cable shortages. However, the filing explains this as a factor driving higher sales. - FY2023-Q3RestatedAnnual report
「Supply and demand for semiconductors and electronic components remain tight, and conditions continue to be uncertain, including delays in product deliveries.」
The filing states that tight supply and demand for semiconductors and electronic components and delays in product deliveries have continued from the previous quarter. - FY2022MaterialisedAnnual report
「In the Total Solutions Business, sales of the remote work support system using smart glasses (nvEye’sⓇ) remained stable at a high level, but the business was also affected by the global semiconductor shortage.…」
The filing states that the semiconductor shortage affected the Total Solutions Business, indicating that the supply and demand risk identified in the previous filing has materialised in operating performance. - FY2022-Q3First statedAnnual report
「Supply and demand for semiconductors and electronic components tightened, resulting in delays in product deliveries」
The tightening of supply and demand for semiconductors and electronic components and the resulting delays in product deliveries are described as new business risks.