Ongoing Risk of Semiconductor Shortages and Disruptions to International Logistics
First written in FY2021. 2 of 6 entries say "Materialised", first in FY2022-Q2. Latest entry: FY2024.
The whole theme swung hardest in 2022: 99 of 155 companies on the "Worse" side.
6 other companies' latest entry also says "Dropped".
- FY2024DroppedAnnual reportThis annual securities report contains no disclosure identifying semiconductor shortages or disruption to international logistics as standalone risks.
- FY2022RestatedAnnual report
「Despite continued parts shortages across the automotive industry, stable growth in the EV market supported by environmental policies in various countries and other factors resulted in demand from major customers increasing as planned, and sales volume for the current consolidated fiscal year increased accordingly.」
The company states that, despite continued parts shortages in the automotive industry, demand from major customers increased as planned due to stable growth in the EV market. - FY2022-Q3MaterialisedAnnual report
「Meanwhile, in the EV market, which has a significant impact on the company's business, production is progressing to meet strong orders as EV production and sales are being prioritized across the automotive industry despite continued parts shortages.」
The company states that parts shortages across the automotive industry have continued following the semiconductor shortages and disruption to international logistics. Meanwhile, EV production and sales have been prioritized, and production to meet orders is progressing. - FY2022-Q2MaterialisedAnnual report
「During the cumulative second quarter of the current consolidated fiscal year, economic recovery continued in Europe and the United States, while the effects of the two-month Shanghai lockdown extended beyond the Chinese economy to manufacturing supply chains in countries around the world.」
The company states that the effects of the Shanghai lockdown extended beyond the Chinese economy to manufacturing supply chains in countries around the world, with disruption to international supply networks emerging in the actual business environment. - FY2022-Q1WorsenedAnnual report
「During the cumulative first quarter of the current consolidated fiscal year, the global economy was in a period of turmoil, affected by semiconductor shortages and higher crude oil prices as infections with the Omicron variant of COVID-19 spread worldwide.」
Semiconductor shortages have continued and become more pronounced as a source of disruption to the global economy, alongside the Omicron variant and higher crude oil prices. - FY2021First statedAnnual report
「Semiconductor shortages and disruption to international logistics may continue for some time, leaving significant uncertainty about the outlook.」
The company identifies the possibility of continued semiconductor shortages and disruption to international logistics as new sources of uncertainty for the global economy and the business environment.