Uncertainty over the outlook due to the global semiconductor shortage
First written in FY2022-Q1. 3 of 9 entries say "Restated". Latest entry: FY2026.
Eagle Industry moved to the "Worse" side of this theme in 2021, 1 year before the typical company in this theme (2022).
The whole theme swung hardest in 2022: 22 of 32 companies on the "Worse" side.
12 other companies' latest entry also says "Mitigated".
- FY2026MitigatedAnnual report
「Demand for our products also began to recover, supported by expanding demand for high-value-added memory products for AI data centers and other applications,」
A recovery trend in semiconductor and memory demand was indicated, and the supply constraints and supply chain impact from the previous semiconductor shortage had eased during the current fiscal year. - FY2024MitigatedAnnual report
「Automobile production was on a gradual recovery trend as shortages of semiconductors and parts caused by the renewed spread of COVID-19 moved toward resolution.」
The supply constraints on automobile production caused by the previous global shortages of semiconductors and parts were stated to be moving toward resolution, indicating that the impact was easing. - FY2023-Q3RestatedAnnual report
「Shortages of industrial materials such as semiconductors and soaring energy costs associated with the prolonged Ukraine crisis continued to negatively affect supply chains.」
The shortage of semiconductors and other industrial materials continues to be cited as having a negative impact on supply chains. - FY2023-Q2RestatedAnnual report
「Negative effects on supply chains continued due to shortages of semiconductors and other industrial materials, soaring energy costs associated with the protracted war in Ukraine, China's zero-COVID policy and other factors.」
The shortage of semiconductors and other industrial materials continues to be cited as having a negative impact on supply chains. - FY2023-Q1MaterialisedAnnual report
「The spread of COVID-19, which had appeared to be subsiding, resumed due to the Omicron variant. Together with shortages of semiconductors and other industrial materials and China's zero-COVID policy, this disrupted supply chains and had a negative impact on production activities at our Group and our customers.」
The shortage of semiconductors and other industrial materials, identified in the previous fiscal year as a source of uncertainty about the outlook, has materialized as supply chain disruptions and negative effects on production activity. - FY2022RestatedAnnual report
「The global semiconductor shortage and supply chain disruptions caused by the renewed spread of COVID-19 were downside factors, slowing the pace of economic recovery.」
The global semiconductor shortage and supply chain disruptions continued throughout the fiscal year as factors slowing the economic recovery. - FY2022-Q3WorsenedAnnual report
「During the first 9 months of the fiscal year under review, the global economy began on a recovery trend due to the easing of infection-control measures and monetary and fiscal support, particularly in major countries, following the wider rollout of vaccinations. However, the negative impact on industries gradually became apparent due to the global semiconductor shortage and supply chain disruptions caused by the renewed spread of COVID-19.」
The negative impact of the global semiconductor shortage, which had become apparent by the previous quarter, gradually emerged across industries through supply chain disruptions, indicating that the scope of the impact was expanding. - FY2022-Q2MaterialisedAnnual report
「Meanwhile, the pace of recovery slowed due to the global semiconductor shortage and disruptions in the supply of parts from Southeast Asia caused by the renewed spread of COVID-19.」
The global semiconductor shortage, which was identified in the previous quarter as a source of uncertainty about the outlook, materialized as disruptions in the supply of parts from Southeast Asia and led to a slowdown in the pace of economic recovery. - FY2022-Q1First statedAnnual report
「Uncertainty about the outlook remains due to concerns about a further spread of infections, the global semiconductor shortage and soaring raw material prices, among other factors,」
The global semiconductor shortage was identified explicitly for the first time as an external-environment risk, as a supply-side issue distinct from restrained investment in the semiconductor industry.