Semiconductor shortages intensify through the supply chain
First written in FY2022-Q2. 1 of 3 entries say "Worsened", first in FY2022-Q3. Latest entry: FY2023.
The whole theme swung hardest in 2022: 22 of 32 companies on the "Worse" side.
9 other companies' latest entry also says "Restated".
- FY2023RestatedAnnual report
「In recent years, the spread of COVID-19, tight semiconductor supply and demand, soaring energy and resource prices triggered by Russia's invasion of Ukraine, and the resulting rampant inflation on a global scale have」
Tight semiconductor supply and demand continues to be cited, alongside the pandemic, the invasion of Ukraine, soaring energy and resource prices, and inflation, as a factor making the economic environment difficult to forecast. - FY2022-Q3WorsenedAnnual report
「The outlook remains uncertain due to supply chain disruptions caused by the global semiconductor shortage and other factors.」
It was explicitly stated that the semiconductor shortage is affecting the operating environment as supply chain disruption rather than merely a shortfall in supply, with the risk continuing and becoming more concrete. - FY2022-Q2First statedAnnual report
「Concerns over global inflation caused by monetary policy and tight supply and demand, as well as worsening semiconductor shortages across the supply chain, have persisted, leaving the outlook uncertain.」
For the first time, worsening semiconductor shortages across the supply chain were explicitly identified, alongside concerns over global inflation, as a factor contributing to uncertainty in the outlook.