Component Procurement Risks Stemming from Semiconductor Shortages and Surging Resource Prices
First written in FY2022. 3 of 5 entries say "Worsened", first in FY2024. Latest entry: 2026-08-05.
inspec moved to the "Worse" side of this theme in 2024, 2 years after the typical company in this theme (2022).
The whole theme swung hardest in 2022: 99 of 155 companies on the "Worse" side.
46 other companies' latest entry also says "Worsened".
- 2026-08-05WorsenedShare Issuance and Disposal
「Memory prices are therefore trending upward, and procurement costs for the key components of our inspection equipment are also increasing, resulting in greater working capital needs.」
The increases in memory prices and procurement costs for key components were specified as factors behind the ¥1,499 million increase in working capital needs. - FY2026WorsenedAnnual report
「In addition to higher raw material prices and continued yen depreciation, increasing instability in the Middle East has led to further increases in raw material prices and longer procurement lead times, which are contributing to higher manufacturing costs and lower profit margins for the company's products.」
Further increases in raw material prices and longer procurement lead times have become evident, affecting results through higher manufacturing costs and lower profit margins. - FY2024WorsenedAnnual report
「Due to recent increases in raw material prices and the yen's depreciation, the manufacturing costs of the company's products have also increased, reducing profit margins.」
Higher raw material prices and yen depreciation have affected results through increased manufacturing costs and lower profit margins. - FY2023-Q1RestatedAnnual report
「Concerns about an economic slowdown due to yen depreciation and soaring resource prices have intensified.」
The company reconfirmed the business environment in which resource prices continue to rise. It stated that there were no significant changes in the section on business and other risks concerning semiconductor shortages and component procurement risks. - FY2022First statedAnnual report
「The business environment surrounding the company is changing daily due to soaring transportation costs stemming from the COVID-19 pandemic, longer lead times and higher prices for components resulting from the global semiconductor shortage, and soaring resource prices caused by the situation in Ukraine. Depending on future supply and demand conditions, these factors could have a significant impact on the company's production system.」
Higher transportation costs, longer lead times and higher component prices, and soaring resource prices were identified as new risks that could affect the production system.