Risk of delays to production and economic recovery due to semiconductor shortages
First written in FY2022-Q2. 3 of 8 entries say "Mitigated", first in FY2022. Latest entry: FY2025.
0 other companies' latest entry also says "Dropped".
- FY2025DroppedAnnual report
「In the semiconductor market, the Group's principal business area, demand increased for advanced semiconductors such as image-processing semiconductors and high-bandwidth memory (HBM) for generative AI applications.」
In the independent business and other risk disclosures for FY2025, the previously identified risk of production delays due to semiconductor shortages is no longer explicitly listed as an item. The disclosures describe growing demand for advanced semiconductors and delayed recovery in certain applications. - FY2024-Q1MitigatedAnnual report
「Although the supply structure for automotive semiconductors was moving toward normalization,」
The company explained that the supply structure for automotive semiconductors was moving toward normalization, partially easing the supply constraints caused by semiconductor shortages compared with the previous quarter. However, demand for smartphones, PCs and data centers was weakening, and market contraction and production adjustments continued. - FY2023-Q3WorsenedAnnual report
「Although the supply structure for automotive semiconductors was gradually moving toward normalization, stable supply had not been achieved and the sense of tight supply continued.」
Although the supply structure for automotive semiconductors was moving toward normalization, stable supply had not been achieved, and supply constraints caused by semiconductor shortages continued. - FY2023-Q2MitigatedAnnual report
「The supply structure for semiconductors used in automotive applications gradually moved toward normalization.」
The company explained that the supply structure for automotive semiconductors was gradually moving toward normalization, partially easing the supply-demand squeeze risk seen through the previous quarter. - FY2023-Q1WorsenedAnnual report
「In the semiconductor market, which is a key business area for the Group, supply and demand for automotive applications remained tight, while demand for smartphones and PCs showed signs of slowing. Demand trends therefore varied by end product.」
The supply-demand squeeze in semiconductors for automotive applications was said to remain unresolved, confirming that supply constraints persisted after the efforts described in FY2022 to resolve the shortages. - FY2022MitigatedAnnual report
「In addition to the growing use of IoT and AI and the spread of 5G, the company also strengthened its production structure to help resolve semiconductor shortages, particularly for automotive applications.」
Semiconductor shortages continued to be recognized as a supply constraint, but the company described efforts to strengthen its production structure to help resolve them, indicating progress in addressing the risk. - FY2022-Q3MaterialisedAnnual report
「Against this business backdrop, sales during the cumulative third quarter remained firm, particularly for memory ICs, although some areas were affected by semiconductor shortages.」
The company stated that semiconductor shortages had actually affected sales. Demand, particularly for memory ICs, remained firm, and the impact was described as limited to some areas. - FY2022-Q2First statedAnnual report
「During the cumulative second quarter, the Japanese economy showed some signs of recovery, but recovery tended to be delayed due to the impact of COVID-19 and semiconductor shortages on production.」
For the first time, semiconductor shortages were identified as a separate risk factor affecting production and delaying the recovery of the domestic economy.