Production slowdowns caused by tight supply of components such as semiconductors
First written in FY2022-Q2. 4 of 9 entries say "Worsened", first in FY2022. Latest entry: FY2024.
Neturen moved to the "Worse" side of this theme in 2022, the same year as the typical company in this theme.
The whole theme swung hardest in 2026: 12 of 14 companies on the "Worse" side.
1 other company's latest entry also says "Other".
- FY2024Signs of easing component shortages alongside a delayed recovery in demandAnnual report
「Orders from the struggling automotive-related industry did not recover fully, although customer inventory adjustments and signs of an easing in component shortages were observed.」
While there are signs that component shortages are easing, inventory adjustments continue in the automotive-related industry, and orders have not yet fully recovered. - FY2024-Q2RestatedAnnual report
「During the cumulative second quarter under review, there were no significant changes in the matters described in this quarterly report regarding the business and accounting conditions that management recognizes could materially affect the financial position, operating results and cash flows of the consolidated companies, or in the “Business and Other Risks” described in the securities report for the previous fiscal year.」
It states that there have been no significant changes to existing risks, including stagnant production activity caused by tight supply and demand for semiconductors and other components. - FY2024-Q1Signs of easing component shortages alongside a delayed recovery in demandAnnual report
「Orders from the struggling automotive-related industry did not recover fully, although customer inventory adjustments and signs of an easing in component shortages were observed.」
While there are signs that component shortages are easing, inventory adjustments continue in the automotive-related industry, and orders have not yet fully recovered. - FY2023WorsenedAnnual report
「Production stagnation caused by shortages of semiconductors and other components lasted longer than expected, while higher costs driven by soaring prices for materials such as steel, electricity and logistics continued.」
It states that production stagnation caused by component shortages has persisted and that material, electricity and logistics costs have continued to rise. - FY2023-Q3WorsenedAnnual report
「Production disruptions caused by shortages of components such as semiconductors continued for an extended period, while cost increases driven by soaring material costs including steel, power costs and logistics costs also continued.」
Production stagnation caused by shortages of semiconductors and other components has persisted, while material, electricity and logistics costs have continued to rise, leaving supply constraints and higher costs in place simultaneously. - FY2023-Q2WorsenedAnnual report
「Production disruptions caused by shortages of semiconductors and other components have persisted, while cost increases resulting from surging material costs, including steel, electricity costs and logistics costs, have become significant.」
Production stagnation caused by shortages of semiconductors and other components has persisted, while soaring material, electricity and logistics costs have also contributed to a marked increase in costs. - FY2022WorsenedAnnual report
「Production disruptions caused by shortages of components such as semiconductors, as well as higher costs resulting from increases in the prices of materials such as steel, electricity and logistics, remain concerns.」
The tight supply and demand for semiconductors and other components has continued, while increases in material, electricity and logistics costs have expanded as cost pressures in addition to production disruptions. - FY2022-Q3MaterialisedAnnual report
「In addition, production disruptions caused by tight supply and demand for components such as semiconductors and soaring steel prices affected business activities.」
The tight supply and demand for semiconductors and other components identified as a new risk in the previous quarter has materialised in the form of production disruptions and an impact on corporate activities. - FY2022-Q2First statedAnnual report
「Production disruptions caused by tight supply and demand for components such as semiconductors and soaring steel prices have begun to emerge in some areas.」
The company identifies tight supply and demand for semiconductors and other components, which has emerged in some areas as production disruptions, as a new external-environment risk.