Komori
Dkk-Toa (6848) · RiskRestated

Economic impact of semiconductor shortages

First written in FY2022-Q2. 3 of 6 entries say "Restated". Latest entry: FY2023-Q3.

6entries
3years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2022-Q2 – FY2022-Q3WorsenedFY2022 – FY2023-Q1RestatedFY2023-Q2 – FY2023-Q32021: 120212022: 420222023: 12023
Same theme, other companies

The whole theme swung hardest in 2022: 7 of 10 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. FY2023-Q3RestatedAnnual report

    「The domestic economy has continued to show signs of recovery, but the pace of economic recovery remains slow due to soaring energy and raw material prices, tight supply and demand for semiconductors and various components, and the rapid depreciation of the yen.」

    Tight supply and demand for semiconductors and various components, soaring energy and raw material prices, and the rapid depreciation of the yen continued to constrain the economic recovery.
  2. FY2023-Q2RestatedAnnual report

    「The domestic economy has continued to show signs of recovery, but the pace of economic recovery remains slow due to soaring energy and raw material prices, tight supply and demand for semiconductors and various components, and the rapid depreciation of the yen.」

    Tight supply and demand for semiconductors and various components, together with soaring energy and raw material prices and the rapid depreciation of the yen, continue to constrain the economic recovery.
  3. FY2023-Q1WorsenedAnnual report

    「Although the Japanese economy has shown signs of recovery since the government shifted toward a living-with-COVID policy, the pace of economic recovery remains slow due to soaring energy and raw-material prices, tight supply and demand for semiconductors and various components, yen depreciation and other factors.」

    Concerns about semiconductor shortages expanded into tight supply and demand for various components, while soaring energy and raw-material prices and yen depreciation also contributed to the slowdown in the economic recovery.
  4. FY2022WorsenedAnnual report

    「During the fiscal year (1 April 2021 to 31 March 2022), the global economy was recovering, led by advanced economies as vaccination became more widespread, but a firm recovery could not be forecast due to tight supply and demand for semiconductors and various components, supply chain disruptions, tensions between the United States and China, the situation in Ukraine and other factors.」

    Concerns about semiconductor shortages expanded into tight supply and demand for various components and supply chain disruption, with geopolitical factors also emerging.
  5. FY2022-Q3RestatedAnnual report

    「During the first nine months of the fiscal year, the global economy moved toward a recovery, led by advanced economies that had made progress with vaccination, but concerns arose about the impact on the economy of prolonged U.S.-China trade friction, semiconductor shortages and the emergence of the Omicron variant.」

    Continued to describe concerns about the economic impact of semiconductor shortages and also identified the emergence of the Omicron variant as an external environmental factor.
  6. FY2022-Q2First statedAnnual report

    「There are concerns about the economic impact of the prolonged US-China trade friction and semiconductor shortages, among other factors.」

    Described the possibility that semiconductor shortages could affect the economy as a new concern related to the external environment.
Moved together

"A slowdown in emerging-market economies, including China, and a stronger yen" moved the same way as this thread, in the same document, in 2 of its 6 moves.

222★123
  1. ★This thread
  2. 1A slowdown in emerging-market economies, including China, and a stronger yen2×
  3. 2Higher costs for imported products and difficulty passing them through to prices2×
  4. 3Restrictions on sales activities and business impact from the spread of COVID-192×

★ 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.

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