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Jrc (6224) · RiskRestated

Component Shortages and Supply Restrictions, Including Semiconductors

First written in FY2024-Q2. 2 of 4 entries say "Restated". Latest entry: FY2026.

4entries
4years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2024-Q2MaterialisedFY2024RestatedFY2025 – FY20262023: 120232024: 120242025: 120252026: 12026
Same theme, other companies
Risk of higher costs and weaker earnings due to shortages and procurement difficulties involving components and raw materialsA theme 162 companies write about · 168 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2018: 12 of 31 companies on the "Worse" side.

41 other companies' latest entry also says "Restated".

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 162 companies compared. The sentences above are computed from all 162.
Full recordFilings, disclosures and news, newest first
  1. FY2026RestatedAnnual report

    「If procurement delays occur for control equipment and other components of the robot systems provided by our group due to disruptions in semiconductor supply and demand, this could lead to delays in delivering robot systems and have a material impact on the business and performance of our group.」

    The company continues to disclose the risk of procurement delays for control equipment and other components caused by disruptions in semiconductor supply and demand.
  2. FY2025RestatedAnnual report

    「If procurement delays occur for control equipment and other components of the robot systems provided by our group due to disruptions in semiconductor supply and demand, this could lead to delays in delivering robot systems and have a material impact on the business and performance of our group.」

    The company continues to disclose the risk of procurement delays for control equipment and other components caused by disruptions in semiconductor supply and demand.
  3. FY2024MaterialisedAnnual report

    「In the robot SI business, while securing new projects mainly in the food and pharmaceutical industries, manufacturing costs increased due to the impact of semiconductor shortages and other factors,」

    The company states that semiconductor shortages and other factors actually led to higher manufacturing costs in the robot SI business.
  4. FY2024-Q2First statedAnnual report

    「Amid shortages and supply restrictions for components such as semiconductors, we advanced maintenance services and new orders.」

    The company states that it operated its robot SI business against a backdrop of continuing component shortages and supply restrictions.
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Component Shortages and Supply Restrictions, Including Semiconductors | JRC Co.,Ltd. (6224) | Komori