Production and Procurement Risks from Tight Semiconductor Supply and Higher Raw Material Prices
First written in FY2022-Q2. 3 of 10 entries say "Restated". Latest entry: FY2026.
The whole theme swung hardest in 2018: 12 of 31 companies on the "Worse" side.
41 other companies' latest entry also says "Mitigated".
- FY2026MitigatedAnnual report
「The Japanese economy during the fiscal year was on a gradual recovery trend, supported by expanding inbound demand and easing semiconductor supply constraints.」
The disclosure continues to describe the external environment as having improved, with semiconductor supply constraints easing, indicating a shift toward easing from the tight supply-demand conditions that began in 2022. - FY2025MitigatedAnnual report
「The Japanese economy during the fiscal year was on a gradual recovery trend, supported by expanding inbound demand and easing semiconductor supply constraints.」
The disclosure continues to describe the external environment as having improved, with semiconductor supply constraints easing. - FY2025-H1RestatedAnnual report
「The Japanese economy during the interim accounting period was on a gradual recovery trend, supported by expanding inbound demand and easing semiconductor supply constraints.」
The disclosure continues to describe the external environment as having improved, with semiconductor supply constraints easing. - FY2025-Q1Easing of semiconductor supply constraintsAnnual report
「The economy is on a gradual recovery trend, supported by expanding inbound demand and the easing of supply constraints for semiconductors.」
The external environment is described as having improved, with semiconductor supply constraints easing. - FY2023DroppedAnnual reportThe current year's risk disclosure does not directly identify tight supply and demand for semiconductor components as a standalone factor, instead categorizing it under higher procurement prices and supply shortages among manufacturing subcontractors generally, as well as geopolitical risk.
- FY2023-Q3RestatedAnnual report
「Significant changes in the external environment continue, including the prolonged situation in Ukraine, soaring raw material and energy prices, and mounting inflationary pressure caused by the sharp depreciation of the yen.」
Uncertainty in the production and procurement environment, including soaring raw material and energy prices and the sharp depreciation of the yen, continues. - FY2023-Q2RestatedAnnual report
「During the cumulative second quarter of the current fiscal year, Japan's economy continued to face severe changes in the external environment, including intensifying inflationary pressure from the prolonged situation in Ukraine, soaring raw material and energy prices, and a sharp depreciation of the yen, amid a renewed spread of COVID-19 infections.」
Uncertainty in the procurement environment caused by soaring raw material and energy prices and the sharp depreciation of the yen continues. - FY2023-Q1WorsenedAnnual report
「Meanwhile, uncertainty about the outlook persists due to exchange-rate fluctuations caused by the sharp depreciation of the yen, the prolonged Russia-Ukraine situation, and soaring energy and raw-material prices, among other factors.」
Soaring energy and raw material prices continue, along with higher procurement costs and ongoing uncertainty in the production and procurement environment. - FY2022-Q3WorsenedAnnual report
「Manufacturers have also been affected by production stoppages, delivery delays and higher procurement prices due to tight supply and demand for semiconductor components, soaring raw material prices and disruptions to overseas logistics.」
In addition to the existing risk of tight supply and demand for semiconductor components and raw materials, it explicitly identifies disruptions to overseas logistics and explains that production stoppages, delivery delays and higher procurement prices continue. - FY2022-Q2First statedAnnual report
「Manufacturers have also been affected by production stoppages, delivery delays and higher procurement prices due to tight supply and demand for semiconductor components and soaring raw material prices.」
It discloses for the first time, as a business-environment risk, that tight supply and demand for semiconductor components and soaring raw material prices have resulted in production stoppages, delivery delays and higher procurement prices.