Supply constraints at outsourced manufacturers and improvements in manufacturing capacity
First written in FY2023-Q2. 4 of 6 entries say "Mitigated", first in FY2023-Q3. Latest entry: FY2024.
The whole theme swung hardest in 2024: 10 of 32 companies on the "Worse" side.
15 other companies' latest entry also says "Mitigated".
- FY2024MitigatedAnnual report
「As a result, a structure is being put in place to respond quickly to changes in the supply situation at outsourced manufacturers.」
The disclosure states that integrating production and procurement organizations in Taiwan and Japan and placing a team responsible for managing outsourced manufacturers in Taiwan are establishing a framework for responding to supply constraints. - FY2024-Q2MitigatedAnnual report
「Although semiconductor manufacturers have continued to operate at high utilization rates, supply constraints have eased significantly.」
While high utilization rates continued, supply constraints were described more strongly as having eased significantly. - FY2024-Q1RestatedAnnual report
「As a result, capacity constraints at semiconductor manufacturers have continued to ease.」
The disclosure states that capacity constraints at semiconductor manufacturers continued to ease. - FY2023MitigatedAnnual report
「As of the filing date, we recognize that the capacity constraints at semiconductor manufacturers, caused by increased global semiconductor demand since the second half of the fiscal year ended March 2021, have eased, particularly for advanced technologies.」
The disclosure states that capacity constraints at outsourced manufacturers had eased, particularly for advanced technologies. - FY2023-Q3MitigatedAnnual report
「As a result, utilization of the manufacturing capacity of outsourced manufacturers improved, and production capacity sufficient to meet customer demand was almost secured.」
In addition to improved capacity utilization, the response to supply constraints had progressed to the point where production capacity sufficient to meet customer demand was almost secured. - FY2023-Q2MaterialisedAnnual report
「At the same time, supply shortages at the group's outsourced manufacturers were being resolved, particularly for advanced technologies, and capacity utilization improved.」
Although the disclosure identifies supply shortages as an actual issue, it states that shortages, particularly for advanced technologies, were being resolved and capacity utilization was improving.