Micron Machinery (6159) · RiskDropped
Concern over Production Delays Due to Longer Component Lead Times
First written in FY2018-Q2. 1 of 3 entries say "Worsened", first in FY2018-Q3. Latest entry: FY2018.
3entries
1years
0from disclosures
How it moved
Same theme, other companies
Production and Shipment Declines Due to Delays in Procuring Materials Such as SemiconductorsA theme 13 companies write about · 13 as a headwind · 0 as a tailwind
The whole theme swung hardest in 2021: 3 of 7 companies on the "Worse" side.
3 other companies' latest entry also says "Dropped".
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.
Full recordFilings, disclosures and news, newest first
- FY2018DroppedAnnual report
「In the machine tool industry, favorable order conditions continued in both domestic and overseas markets.」
The full-year industry overview does not mention the concerns over production delays due to extended component lead times and labor shortages that were described for the second and third quarters. - FY2018-Q3WorsenedAnnual report
「In the machine tool industry, order intake remained solid in both domestic and overseas markets, while concerns arose over production delays caused by longer component lead times and labor shortages.」
In addition to the continued concern over production delays due to extended component lead times, labor shortages were newly cited as a factor behind production delays. - FY2018-Q2First statedAnnual report
「Production continued under conditions in which extended component lead times raised concerns about production delays.」
The company has, for the first time, explicitly stated that extended component lead times may lead to production delays as part of the conditions in the machine tool industry.