Supply Constraints and Shortages of Semiconductors and Components
First written in FY2022-Q2. 2 of 7 entries say "Materialised", first in FY2022-Q3. Latest entry: FY2025.
Aimechatec 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 2018: 12 of 31 companies on the "Worse" side.
41 other companies' latest entry also says "Restated".
- FY2025RestatedAnnual report
「Tight supply and demand, supply delays or stoppages, rising prices and other factors may result in manufacturing delays or supply stoppages for products, potentially affecting the performance and financial position of our group」
The risk of manufacturing delays or supply stoppages caused by tight component supply and demand, supply delays or stoppages, and rising prices remains in place. - FY2024RestatedAnnual report
「Our group procures components from multiple suppliers to manufacture its products. Tight supply and demand, supply delays or stoppages, rising prices and other factors may result in manufacturing delays or supply stoppages for products, potentially affecting the performance and financial position of our group.」
The annual filing identified as a key risk the risk of manufacturing delays or supply stoppages caused by tight component supply and demand, supply delays or stoppages, and rising prices. - FY2023MaterialisedAnnual report
「In addition, some component supply constraints continued, forcing us to delay manufacturing operations.」
Component supply constraints continued, resulting in manufacturing delays as a specific impact during the fiscal year as well. - FY2023-Q3DroppedAnnual report
「Customers' reviews of their investment plans became evident across all industries.」
This filing contains no explicit description of orders and shipments being pushed back due to the component supply constraints, longer lead times and logistics delays described previously. Instead, customers' reviews of their investment plans were cited as the main cause of project delays. - FY2023-Q1WorsenedAnnual report
「Longer lead times due to continued logistics disruptions and component supply constraints, as well as customers' reviews of their investment timing, were observed across the board. In addition to supply chain disruptions, logistics delays caused by typhoons resulted in some orders and shipments being pushed into the following quarter and beyond.」
In addition to longer lead times caused by component supply constraints, logistics disruptions and typhoon-related delays persisted, resulting in orders and shipments continuing to be pushed into the following quarter and beyond. - FY2022-Q3MaterialisedAnnual report
「Supply constraints affecting semiconductors and other components began to delay local installation, resulting in sales being carried over into the following quarter and beyond.」
Supply constraints affecting semiconductors and components materialized in the form of local installation delays and sales being carried over into the following quarter and beyond. - FY2022-Q2First statedAnnual report
「During the six months ended the second quarter of the current consolidated fiscal year, the global economy was generally on a recovery trend as restrictions on movement were eased with the widespread availability of COVID-19 vaccines, despite supply constraints affecting semiconductors and other components.」
Supply constraints affecting semiconductors and components were mentioned for the first time as conditions in the global economy and business environment during the period.