Intensifying Shortages of Semiconductors and Raw Materials
First written in FY2021. 3 of 8 entries say "Worsened", first in FY2022-Q2. Latest entry: FY2024-Q1.
Suzuki moved to the "Worse" side of this theme in 2021, 1 year before the typical company in this theme (2022).
The whole theme swung hardest in 2026: 12 of 14 companies on the "Worse" side.
6 other companies' latest entry also says "Mitigated".
- FY2024-Q1MitigatedAnnual report
「During the first three months of the fiscal year, economic conditions in Japan improved gradually as economic activity normalized following the reclassification of COVID-19 under the Infectious Diseases Control Law as a Category 5 disease and production activity recovered as semiconductor supply constraints eased.」
The semiconductor supply situation has eased and production activity is recovering, indicating an improvement in the previously identified supply constraint risk. However, demand for industrial machinery and semiconductor-related components is recovering more slowly than expected. - FY2023RestatedAnnual report
「The automated equipment business was delayed against its production plan because there were no signs of improvement in the tight supply of purchased components.」
The company reports no signs of improvement in semiconductor and component shortages, with delays against the production plan also occurring during the full year. - FY2023-Q3RestatedAnnual report
「The prolonged semiconductor shortage and tight supply and demand for components have not been resolved, and concerns over resource supply and price increases resulting from the situation between Russia and Ukraine also remain unresolved, leaving the outlook uncertain.」
The prolonged semiconductor shortage and tight supply and demand for components have not been resolved, and supply constraints in the external environment continue to be reported together with concerns over resource supply and price increases. - FY2023-Q1WorsenedAnnual report
「However, concerns over prolonged global semiconductor shortages and tight supply and demand for components, as well as resource supply disruptions and price increases resulting from the situation between Russia and Ukraine, have deepened, and the outlook remains uncertain.」
The prolonged global semiconductor shortage and tight supply and demand for components have continued, while concerns over resource supply and price increases have deepened. - FY2022-Q3WorsenedAnnual report
「Although exports and capital investment in the manufacturing sector are trending upward, the outlook remains uncertain amid the prolonged global semiconductor shortage and tight supply-demand conditions for materials, as well as growing concerns about resource supplies and price increases resulting from the situation in Russia and Ukraine.」
The semiconductor shortage and tight supply and demand for components are described as prolonged, indicating that the risk of supply constraints is continuing and intensifying. - FY2022-Q2WorsenedAnnual report
「Although exports and capital investment in the manufacturing sector are trending upward, the global semiconductor shortage and tight supply and demand for components have persisted, and the outlook remains uncertain.」
The semiconductor shortage and tight supply and demand for components are described as prolonged, indicating that the risk of external supply constraints is continuing and intensifying. - FY2022-Q1MaterialisedAnnual report
「The outlook remains uncertain due to the deepening global semiconductor shortage and increasingly severe logistics disruptions caused by restrictions on economic activity in Southeast Asia.」
The semiconductor shortage, previously presented as a concern, is now described as an actual external condition, together with increasingly severe logistics disruptions in Southeast Asia. - FY2021First statedAnnual report
「In addition, uncertainty about the outlook continues, including deepening shortages of semiconductors and raw materials accompanying the economic recovery and concerns over a prolonged US-China trade dispute.」
The deepening shortages of semiconductors and raw materials accompanying the economic recovery are explicitly identified as a new external risk, together with concerns over a prolonged US-China trade dispute.