Uncertainty in the Business Environment Due to Semiconductor Shortages
First written in FY2022-Q2. 4 of 11 entries say "Materialised", first in FY2023-Q1. Latest entry: FY2026.
Kyosha 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 2022: 27 of 39 companies on the "Worse" side.
6 other companies' latest entry also says "Dropped".
- FY2026DroppedAnnual reportThe description of the business environment and major risks for the fiscal year contains no direct reference to the semiconductor shortage.
- FY2024SoftenedAnnual report
「During the current fiscal year, the printed circuit board industry in which the Company operates saw a recovery in the automotive sector as the semiconductor shortage eased, but demand declined in the fourth quarter due to the impact of production and shipment suspensions by some domestic automakers, the slowdown in the Chinese economy, prolonged inventory adjustments and rising prices.」
The semiconductor shortage eased and recovery was seen in the automotive sector, weakening the direct impact of the production adjustment risk previously caused by the shortage. Meanwhile, demand declines due to inventory adjustments and other factors remained in other fields. - FY2024-Q3RestatedAnnual report
「During the first 9 months of the fiscal year, the printed circuit board industry in which the Company operates saw a recovery in automotive demand as semiconductor shortages eased, but demand declined in other sectors against a backdrop of prolonged inventory adjustments and rising prices.」
While recovery was seen in the automotive sector as the semiconductor shortage eased, demand in other fields declined due to prolonged inventory adjustments and other factors. - FY2024-Q2RestatedAnnual report
「During the cumulative second quarter of the current fiscal year, the printed circuit board industry in which the Company operates saw a recovery in the automotive sector as the semiconductor shortage eased, but demand declined due to inventory adjustments in other fields and the fading of stay-at-home consumption.」
It is reiterated that recovery was seen in the automotive sector as the semiconductor shortage eased, while demand in other fields continued to decline. - FY2024-Q1SoftenedAnnual report
「During the cumulative first quarter of the current consolidated fiscal year, demand in the printed circuit board industry to which the company group belongs declined. Although signs of recovery were seen in automotive applications as the semiconductor shortage eased, demand in other fields was affected by inventory adjustments and the end of the stay-at-home consumption trend.」
It is stated that recovery was seen in the automotive sector as the semiconductor shortage eased, and that the business impact of the risk associated with the shortage had weakened from previous levels. - FY2023MaterialisedAnnual report
「In Japan, within the printed circuit board business, orders remained sluggish as the core automotive-related field was affected by production adjustments caused by semiconductor and component shortages.」
Semiconductor and component shortages had a tangible impact on the full-year domestic business through production adjustments and sluggish orders in the core automotive-related field. - FY2023-Q3MaterialisedAnnual report
「Under these conditions, in Japan, orders in the implementation-related business, including from industrial equipment and communications equipment customers, followed a recovery trend. However, in the printed circuit board business, the core automotive-related field continued to be affected by production adjustments caused by semiconductor and component shortages, and orders remained sluggish. As a result, domestic sales fell below the same quarter of the previous year.」
Continuing production adjustments and sluggish orders in the core automotive-related field due to semiconductor and component shortages were reflected in actual results, with domestic sales falling below the same quarter of the previous year. - FY2023-Q2MaterialisedAnnual report
「During the cumulative second quarter of the current consolidated fiscal year, the printed wiring board industry to which the Company belongs generally remained firm as economic activity normalized both in Japan and overseas. However, the outlook remains uncertain because semiconductor shortages continue and sharp exchange-rate fluctuations have driven up raw material and energy prices.」
The continuing semiconductor shortage had a tangible impact on the business through production adjustments and sluggish orders in Japan's automotive-related field. - FY2023-Q1MaterialisedAnnual report
「The company's core automotive-related field fell below the same quarter of the previous year, having been affected by production adjustments caused by semiconductor and component shortages.」
Semiconductor and component shortages had a tangible impact on the business through production adjustments and sluggish orders in the core automotive-related field, resulting in lower revenue than in the same quarter of the previous year. - FY2022-Q3RestatedAnnual report
「During the first 9 months of the fiscal year, the printed circuit board industry in which the Company operates remained subject to uncertainty about the outlook due to concerns over a resurgence of COVID-19 infections, semiconductor shortages and higher prices for key materials. Nevertheless, domestic and overseas demand recovered and conditions remained strong.」
The company continues to identify the semiconductor shortage as a factor clouding the industry's outlook, alongside the renewed spread of infectious diseases and higher prices for key materials. - FY2022-Q2First statedAnnual report
「During the 2nd quarter cumulative consolidated period, the printed wiring board industry to which the Company belongs faced an uncertain outlook due to concerns over a resurgence of COVID-19, semiconductor shortages and rising prices for primary materials and other items. However, demand recovered both in Japan and overseas, and business performed strongly.」
The company identified the semiconductor shortage for the first time as a factor clouding the industry's outlook, alongside the renewed spread of infectious diseases and higher prices for key materials.