Komori
Taihei Machinery Works,Limited (6342) · RiskDropped

Prolonged Component Procurement Due to Semiconductor Shortages

First written in FY2022. 2 of 6 entries say "Restated". Latest entry: FY2024.

6entries
3years
0from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseFirst statedFY2022 – FY2023-Q1MitigatedFY2023-Q2 – FY2023-Q3RestatedFY2023 – FY20242022: 320222023: 220232024: 12024
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
  1. FY2024DroppedAnnual report

    「Risk of dependence on suppliers for raw material and parts supply」

    Rather than identifying the semiconductor shortage as a separate risk item, the company has categorized it as a general risk related to parts supply and dependence on suppliers.
  2. FY2023RestatedAnnual report

    「We are working to order long-lead-time parts in advance by sharing information with suppliers, and to conclude customer order contracts at an early stage by notifying customers.」

    In response to longer parts procurement lead times caused by the semiconductor shortage and other factors, the company continues to share information with suppliers, order long-lead-time parts in advance and notify customers.
  3. FY2023-Q3MitigatedAnnual report

    「Delays in parts delivery and rising prices for raw materials and other items had also been a concern, but sales and profit remained solid as a result of thorough production process management, including reviewing production plans and ordering parts in advance.」

    The company responded to delayed parts deliveries and rising raw material prices by reviewing its production plans and ordering parts in advance, and stated that it maintained solid sales and profit.
  4. FY2023-Q2MitigatedAnnual report

    「Delays in parts delivery and rising prices for raw materials and other items had also been a concern, but the company was able to limit the impact to within its projections by thoroughly managing production processes, including reviewing production plans and ordering parts in advance.」

    In response to concerns over delayed parts deliveries, parts supply shortages and price increases, the company reviewed its production plans and ordered parts in advance, limiting the impact on its plywood machinery business to within its projections.
  5. FY2023-Q1RestatedAnnual report

    「Parts supply shortages caused by the semiconductor shortage」

    The company identifies parts supply shortages caused by the semiconductor shortage as a business environment risk continuing from the previous fiscal year.
  6. FY2022First statedAnnual report

    「Our company is principally engaged in made-to-order production. A shortage of parts supply caused by the semiconductor shortage may lengthen delivery times and affect orders themselves, or, even after an order contract has been concluded, delays in procuring parts may affect business performance.」

    The company presents shortages of parts supply caused by the semiconductor shortage as a new, separately identified risk that may affect business performance through lower orders, longer delivery times and delays in procuring parts after contracts have been concluded. Measures cited include ordering long-lead-time parts in advance and notifying customers.
Moved together

"Shareholder returns including stable dividends and share buybacks" moved the same way as this thread, in the same document, in 2 of its 6 moves.

222★123
  1. ★This thread
  2. 1Shareholder returns including stable dividends and share buybacks2×
  3. 2Plywood Machinery Business: Lower Revenue, Higher Profit2×
  4. 3¥142 million spent on research and development activities2×

★ is this thread; numbers match the list above. The number on a line is how many documents both moved the same way in; lines between the other threads count the documents they moved together in too. Threads that move together often sit closer.

When this could move next
No upcoming earnings preview for Taihei Machinery Works,Limited yet.
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Prolonged Component Procurement Due to Semiconductor Shortages | Taihei Machinery Works,Limited (6342) | Komori