Risk of Slow-Moving Inventory from Securing Raw Materials
First written in FY2023. 1 of 3 entries say "Mitigated", first in 2026-04-09. Latest entry: FY2026.
The whole theme swung hardest in 2022: 14 of 40 companies on the "Worse" side.
4 other companies' latest entry also says "Other".
- FY2026Specific factors behind inventory accumulation due to market conditions and changes in customer plansAnnual report
「If raw-material consumption is delayed due to market fluctuations, changes in customers' business plans or other factors, this may affect business performance.」
Regarding the inventory accumulation risk associated with securing raw materials, market fluctuations and changes in customers' business plans were identified as specific factors behind the accumulation. - 2026-04-09MitigatedEarnings
「However, in recent years, semiconductor demand has expanded structurally, and the risk of rapid obsolescence caused by the silicon cycle has declined. As a result, the level and nature of the risks associated with inventories held by the group have changed.」
The company indicated that inventory obsolescence risk has declined against a backdrop of structurally expanding semiconductor demand. - FY2023First statedAnnual report
「The Group secures raw materials to address procurement risks. If raw-material consumption is delayed due to trends in orders for the Company's products, this may affect business performance.」
The securing of raw materials to prepare for procurement risks was disclosed independently for the first time as an inventory risk that could lead to delayed consumption and affect business performance depending on order trends.