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Seibu Electric & Machinery (6144) · RiskMitigated

Impact on Production from Shortages of Electronic Components such as Semiconductors

First written in FY2022-Q2. 4 of 8 entries say "Restated". Latest entry: FY2024-Q2.

8entries
3years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2022-Q2 – FY2022MaterialisedFY2023-Q32021: 120212022: 420222023: 32023
Same theme, other companies
Production and Shipment Declines Due to Delays in Procuring Materials Such as SemiconductorsA theme 22 companies write about · 22 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2021: 6 of 11 companies on the "Worse" side.

5 other companies' latest entry also says "Mitigated".

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 22 companies compared. The sentences above are computed from all 22.
Full recordFilings, disclosures and news, newest first
  1. FY2024-Q2MitigatedAnnual report

    「In addition, some easing has begun to emerge in the impact on production from shortages of electronic components, including semiconductors.」

    The company states that some easing has begun in the impact on production from shortages of electronic components, including semiconductors.
  2. FY2024-Q1RestatedAnnual report

    「Impact on production from shortages of electronic components, including semiconductors」

    The company continues to recognize the risk that shortages of electronic components, including semiconductors, are affecting production.
  3. FY2023-Q3MaterialisedAnnual report

    「Orders received totaled ¥9,273 million, up 42.4% year on year, due to the closing of large projects with existing customers and advance orders prompted by longer lead times for electronic components.」

    Longer lead times for electronic components are cited in the performance discussion as a factor behind advance orders, indicating that supply constraints are having a direct effect on ordering behavior.
  4. FY2023-Q2RestatedAnnual report

    「Uncertainty about the outlook continues, partly due to the impact on production from shortages of electronic components, including semiconductors, particularly in the manufacturing sector, rising raw material prices and soaring resource prices amid concerns over geopolitical risks.」

    The company continues to recognize that shortages of electronic components, including semiconductors, are affecting production.
  5. FY2023-Q1MaterialisedAnnual report

    「Net sales were ¥1,631 million, down 17.1% year on year, due to postponements of construction schedules and other factors resulting from delays in procuring components.」

    Delays in sourcing components are reflected in lower sales in the material-handling machinery business through extensions to delivery schedules. The type of component is not specified in the text.
  6. FY2022RestatedAnnual report

    「Uncertainty about the outlook continues, partly due to the impact on production from shortages of electronic components, including semiconductors, particularly in the manufacturing sector, rising raw material prices and soaring resource prices amid concerns over geopolitical risks.」

    The company continues to recognize that shortages of electronic components, including semiconductors, are affecting production.
  7. FY2022-Q3RestatedAnnual report

    「Uncertainty about the outlook continues, partly due to the impact on production from shortages of electronic components, including semiconductors, particularly in the manufacturing sector, as well as rising raw material prices.」

    The company continues to recognize the risk that shortages of electronic components, including semiconductors, are affecting production.
  8. FY2022-Q2First statedAnnual report

    「Uncertainty about the outlook continues, partly due to the impact on production from shortages of electronic components, including semiconductors, particularly in the manufacturing sector, as well as rising raw material prices.」

    The company explicitly identified shortages of electronic components, including semiconductors, as a new external risk during the quarter, stating that they were affecting production.
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When this could move next
Seibu Electric & Machinery's next results are scheduled for 2026-11-13. Read the earnings preview
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