Tightening of Export Controls on Advanced Semiconductor-Related Products
First written in FY2024-Q2. 5 of 7 entries say "Restated". Latest entry: FY2026.
The whole theme swung hardest in 2023: 1 of 6 companies on the "Worse" side.
2 other companies' latest entry also says "Restated".
- FY2026RestatedAnnual report
「We are concerned that this type of US-China trade friction could spread to Japan and other countries and become a major risk to the future of the semiconductor industry, including by affecting the investment plans of major semiconductor device manufacturers other than Chinese semiconductor device manufacturers.」
It continues to identify US-China trade friction and US and Japanese export controls on advanced semiconductor manufacturing equipment as risks to the semiconductor industry. - FY2026-H1RestatedAnnual report
「Although there are concerns about the impact of the Russia-Ukraine and Middle East situations on the global economy and the impact of US export controls on Chinese semiconductor manufacturers, we have determined that their impact on accounting estimates and assumptions is limited.」
It continues to identify US export controls on Chinese semiconductor manufacturers as a concern, but determines that their impact on accounting estimates is limited. - FY2025RestatedAnnual report
「We are concerned that this type of US-China trade friction could spread to Japan and other countries and become a major risk to the future of the semiconductor industry, including by affecting the investment plans of major semiconductor device manufacturers other than Chinese semiconductor device manufacturers.」
It continues to identify US-China trade friction and US and Japanese export controls on advanced semiconductor manufacturing equipment as risks to the semiconductor industry. - FY2025-H1RestatedAnnual report
「Although there are concerns about the impact of the Russia-Ukraine and Middle East situations on the global economy and the impact of US export controls on Chinese semiconductor manufacturers, we have determined that their impact on accounting estimates and assumptions is limited.」
It continues to identify US export controls on Chinese semiconductor manufacturers as a concern, but determines that their impact on accounting estimates is limited. - FY2024WorsenedAnnual report
「We are concerned that this type of US-China trade dispute could spread to Japan and other countries and become a major risk to the future of the semiconductor industry, including by affecting the investment plans of major semiconductor device manufacturers other than Chinese semiconductor device manufacturers.」
It describes revisions to the US Export Administration Regulations and the promulgation and implementation of Japan's export controls on advanced semiconductor manufacturing equipment, and characterizes export controls as a major risk to the semiconductor industry. - FY2024-Q3RestatedAnnual report
「Although there are concerns about the impact of the Russia-Ukraine situation on the global economy and the impact of US export controls on Chinese semiconductor manufacturers, we have determined that their impact on accounting estimates and assumptions is limited.」
It continues to identify the impact of US export controls on Chinese semiconductor manufacturers as a concern, but determines that their impact on accounting estimates is limited. - FY2024-Q2First statedAnnual report
「Some semiconductor device manufacturers continued to restrain investment, partly due to the impact of tighter export controls on advanced semiconductor-related products by governments in various countries.」
It states that the impact of tighter export controls has led some customers to restrain investment.