Supply Chain Disruptions and Shortages of Components Such as Semiconductors
First written in FY2022-Q2. 4 of 10 entries say "Materialised", first in FY2023. Latest entry: 2026-10-04.
Ulvac 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 2026: 64 of 109 companies on the "Worse" side.
31 other companies' latest entry also says "Materialised".
- 2026-10-04Materialisednewswitch.jp
「In addition to the increased difficulty of procuring materials across the company, the Chigasaki Plant has only recently established its production system and is still in a transition period, resulting in delays of approximately 2–3 months compared with the usual lead time of around 1 year.」
It was reported that delivery of the vacuum furnaces has been delayed by 2–3 months from the usual schedule due to difficulties in procuring materials and the transition to a new production system. - FY2026MaterialisedAnnual report
「During the fiscal year ending June 2026, order intake reached a record high against a backdrop of expanding demand centered on the semiconductor and electronics-related markets. At the same time, due to the emergence of risks related to component supplies and production capacity constraints, the Company has not been able to convert the orders secured fully into revenue and profit and recognizes improving profitability as a key management issue.」
Material supply risks and production capacity constraints materialized in the form of an inability to convert record-high orders sufficiently into sales and profit. - 2026-08-31MaterialisedGeneral Meetings of Shareholders
「However, due to the emergence of risks related to component supplies and production capacity constraints, the Company has not been able to convert the orders secured fully into revenue and profit and recognizes improving profitability as a key management issue.」
The previously identified risk related to component supplies was shown to have materialized in actual results as an inability to convert orders into revenue and profit. - FY2025MitigatedAnnual report
「The Group is working to secure the necessary components by building cooperative relationships with suppliers and arranging component procurement at an early stage.」
In response to risks from soaring component prices, supply delays and supply chain disruptions, the company explicitly identified cooperation with suppliers and early procurement arrangements as countermeasures. - FY2023MaterialisedAnnual report
「This was due, among other factors, to a ¥12,522 million increase in inventories in response to longer lead times for components, a ¥4,593 million increase in property, plant and equipment resulting from capital investment, and a ¥19,641 million decrease in cash and deposits as a result.」
The response to longer component lead times was reflected in the actual financial position as a ¥12,522 million increase in inventories, a decline in operating cash flow to ¥1,011 million and a ¥19,641 million decrease in cash and deposits. - FY2023-Q3RestatedAnnual report
「During the nine months ended the third quarter, the global economy followed a moderate recovery trend, but uncertainty over the outlook increased due to rising resource prices associated with heightened geopolitical risks, supply chain disruptions, continued shortages of some components and growing concerns about an economic downturn caused by monetary tightening in various countries to curb inflation.」
The company continued to disclose rising resource prices associated with geopolitical risks, supply chain disruptions, ongoing shortages of some components and concerns about an economic downturn caused by monetary tightening. - FY2023-Q2RestatedAnnual report
「During the six months ended the second quarter, the global economy followed a moderate recovery trend, but uncertainty over the outlook increased due to rising raw material prices, supply chain disruptions, prolonged component shortages and growing concerns about an economic downturn caused by monetary tightening in various countries to curb inflation.」
The company continued to disclose rising raw material prices, supply chain disruptions and prolonged component shortages, indicating uncertainty in the external environment. - FY2022WorsenedAnnual report
「Uncertainty over the outlook for the global economy increased due to global supply chain disruptions, higher prices and longer lead times resulting from shortages of various materials and components related to semiconductors, and growing concerns about an economic downturn caused by monetary tightening in various countries to curb inflation.」
In addition to supply chain disruptions and component shortages, the company disclosed higher materials and component prices, longer lead times and concerns about an economic downturn caused by monetary tightening. - FY2022-Q3WorsenedAnnual report
「During the nine-month period of the current third quarter, the outlook for the global economy remained uncertain as countries introduced economic measures and measures to prevent the spread of infection amid rising raw-material prices and supply-chain disruptions caused by the global spread of new COVID-19 variants and increased geopolitical risks, as well as prolonged shortages of components such as semiconductors.」
In addition to the supply chain disruptions and shortages of semiconductors and other components disclosed in the previous quarter, the company disclosed prolonged component shortages and rising raw material prices associated with increased geopolitical risks, indicating greater uncertainty in the external environment. - FY2022-Q2First statedAnnual report
「During the six months ended the second quarter, the global economy remained uncertain due to the worldwide spread of new COVID-19 variants, supply chain disruptions, prolonged shortages of semiconductors and other components, and trade friction between the United States and China. However, signs of recovery continued, supported by economic measures and measures to prevent the spread of infection in various countries and rising vaccination rates.」
The prolonged supply chain disruptions and shortages of semiconductors and other components were first disclosed separately as factors contributing to uncertainty over the outlook for the global economy.