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Media Links (6659) · RiskRestated

Procurement Risks for Semiconductors and Electronic Components

First written in FY2016. 7 of 12 entries say "Restated". Latest entry: FY2025.

12entries
10years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2016 – FY2021WorsenedFY2022-Q3 – FY2023-Q3RestatedFY2023 – FY20252016: 120162017: 020172018: 020182019: 120192020: 020202021: 120212022: 320222023: 420232024: 120242025: 12025
Same theme, other companies
Production and Shipment Declines Due to Delays in Procuring Materials Such as SemiconductorsA theme 13 companies write about · 13 as a headwind · 0 as a tailwind

Media Links moved to the "Worse" side of this theme in 2022, the same year as the typical company in this theme.

The whole theme swung hardest in 2021: 3 of 7 companies on the "Worse" side.

2 other companies' latest entry also says "Restated".

Ridges = years it wrote progress, valleys = years it wrote worse. Most hopeful companies at the back. Drag to turn, scroll to zoom, right-drag to pan. On a phone, two fingers turn and pinch to zoom; one finger scrolls the page.
Full recordFilings, disclosures and news, newest first
  1. FY2025RestatedAnnual report

    「Depending on the intentions of semiconductor and electronic component manufacturers, specific semiconductors or electronic components may become difficult to obtain, disrupting the manufacture of the Company's products, or lead times may become longer, preventing the Company from meeting customer requirements.」

    The Company continues to disclose procurement risks associated with difficulty obtaining specific semiconductors and electronic components and longer lead times.
  2. FY2024-Q3RestatedAnnual report

    「The Group will strengthen its management base through the reliable implementation of the above measures. However, as the timing of normalization in the semiconductor market and the resolution of the effects of geopolitical risks remain uncertain, uncertainty remains regarding the extent and duration of the impact on future sales and operating cash flow.」

    The timing of normalization in the semiconductor market remains uncertain, and uncertainty remains regarding the extent and duration of the impact on component procurement and business operations.
  3. FY2024-Q2RestatedAnnual report

    「The Group will strengthen its management base through the reliable implementation of the above measures. However, as the timing of normalization in the semiconductor market and the resolution of the effects of geopolitical risks remain uncertain, uncertainty remains regarding the extent and duration of the impact on future sales and operating cash flow.」

    The timing of normalization in the semiconductor market remains uncertain, and uncertainty remains regarding the extent and duration of the impact on component procurement and business operations.
  4. FY2024-Q1RestatedAnnual report

    「The Group will strengthen its management base through the reliable implementation of the above measures. However, as the timing of normalization in the semiconductor market and the resolution of the effects of geopolitical risks remain uncertain, uncertainty remains regarding the extent and duration of the impact on future sales and operating cash flow.」

    The timing of normalization in the semiconductor market remains uncertain, and uncertainty remains regarding the extent and duration of the impact on component procurement and business operations.
  5. FY2023RestatedAnnual report

    「Meanwhile, in addition to the prolonged situation surrounding Russia and Ukraine, no end was in sight for soaring energy and raw material prices or the normalization of semiconductor shortages, and exchange rates remained unstable, leaving the outlook uncertain.」

    The Company continues to indicate that semiconductor shortages have become normalized and that no end is in sight, with continuing uncertainty in component procurement and the supply chain.
  6. FY2023-Q3WorsenedAnnual report

    「In addition to the prolonged situation surrounding Russia and Ukraine, chronic semiconductor shortages and soaring resource and raw material prices were observed.」

    The semiconductor shortage was described as chronic, while soaring resource and raw material prices were also noted, indicating continuing uncertainty in component procurement and the supply chain.
  7. FY2023-Q1WorsenedAnnual report

    「During the first quarter of the current consolidated cumulative period, the Japanese economy showed signs of moving toward normalization of economic activity as restrictions related to COVID-19 were gradually eased. However, the end of geopolitical risks surrounding the situation in Russia and Ukraine remained out of sight, and the outlook was extremely uncertain due to the continuing semiconductor shortage, soaring raw material prices, exchange rate movements, and other factors.」

    The continuing semiconductor shortage was explicitly identified as a source of uncertainty in the business environment, and existing component procurement risks remain.
  8. FY2022WorsenedAnnual report

    「Meanwhile, the global supply chain disruption caused by shortages of components, particularly semiconductors, and logistics delays has continued and become prolonged.」

    Existing component procurement risks appeared in the actual business environment as continuing and prolonged global shortages of components, particularly semiconductors, logistics delays, and supply chain disruption.
  9. FY2022-Q3WorsenedAnnual report

    「Meanwhile, the outlook remained uncertain due to the effects of the resurgence of COVID-19 and the global semiconductor shortage.」

    In addition to the existing risks related to procuring semiconductors and electronic components, the impact of the global semiconductor shortage was explicitly identified as a source of uncertainty in the business environment.
  10. FY2021RestatedAnnual report

    「Depending on the intentions of semiconductor and electronic component manufacturers, specific semiconductors or electronic components may become difficult to obtain, disrupting the manufacture of the Company's products, or lead times may become longer, preventing the Company from meeting customer requirements.」

    The Company continues to disclose procurement risks associated with difficulty obtaining specific semiconductors and electronic components and longer lead times.
  11. FY2019RestatedAnnual report

    「Depending on the intentions of semiconductor and electronic component manufacturers, specific semiconductors or electronic components may become difficult to obtain, disrupting the manufacture of the Company's products, or lead times may become longer, preventing the Company from meeting customer requirements.」

    The Company continues to disclose procurement risks associated with difficulty obtaining specific semiconductors and electronic components and longer lead times.
  12. FY2016First statedAnnual report

    「Depending on the intentions of semiconductor and electronic component manufacturers, specific semiconductors or electronic components may become difficult to obtain, disrupting the manufacture of the Company's products, or lead times may become longer, preventing the Company from meeting customer requirements.」

    The Company identifies difficulty obtaining specific components and longer lead times as risks to manufacturing and customer service.
Moved together

"Foreign Exchange Risk Associated with Overseas Transactions and Foreign-Currency Procurement" moved the same way as this thread, in the same document, in 4 of its 12 moves.

433322★123456
  1. ★This thread
  2. 1Foreign Exchange Risk Associated with Overseas Transactions and Foreign-Currency Procurement4×
  3. 2Legal, Regulatory and Geopolitical Risks Associated with Overseas Expansion3×
  4. 3Risk of fluctuations in broadcasting standards and demand trends3×
  5. 4Risk of Economic Slowdown and Activity Restrictions Due to COVID-193×
  6. 5Advancing Global Strategy2×
  7. 6Increased R&D investment to support growth2×

★ is this thread; numbers match the list above. The number on a line is how many documents both moved the same way in; lines between the other threads count the documents they moved together in too. Threads that move together often sit closer.

When this could move next
No upcoming earnings preview for Media Links yet.
News
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Procurement Risks for Semiconductors and Electronic Components | MEDIA LINKS CO.,LTD. (6659) | Komori