Uncertainty in the business environment due to the prolonged semiconductor shortage
First written in FY2022-Q2. 3 of 8 entries say "Materialised", first in FY2022-Q3. Latest entry: FY2024-Q3.
Daishinku Corp. 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: 26 of 38 companies on the "Worse" side.
14 other companies' latest entry also says "Mitigated".
- FY2024-Q3MitigatedAnnual report
「In the automotive sector, sales increased as automobile production recovered following the resolution of the semiconductor shortage, among other factors.」
Automobile production recovered following the resolution of the semiconductor shortage, leading to increased sales in the automotive sector. The business constraints caused by the semiconductor shortage were reported to have eased, at least in the automotive sector. - FY2023MaterialisedAnnual report
「During the fiscal year, in addition to fluctuations in foreign exchange rates, the prolonged semiconductor shortage and energy supply risks arising from the situation in Ukraine, among other factors, continued to create an uncertain outlook.」
The prolonged semiconductor shortage was reflected in the actual business environment during the fiscal year in the form of weak telecommunications and automotive markets and uncertainty in the supply chain. - FY2023-Q3RestatedAnnual report
「In addition to fluctuations in foreign exchange rates, the prolonged semiconductor shortage, and energy supply risks arising from the situation in Ukraine, confusion has emerged in China following the substantial easing of its zero-COVID policy. The outlook therefore remains uncertain.」
The prolonged semiconductor shortage, together with foreign exchange fluctuations, energy supply risks, and disruption to the business environment in China, continues to be cited as a factor contributing to the uncertain outlook. - FY2023-Q2RestatedAnnual report
「Concerns over a resurgence in infections due to new COVID-19 variants, the prolonged semiconductor shortage, and energy supply risks arising from the situation in Ukraine, among other factors, continue to create an uncertain outlook.」
The prolonged semiconductor shortage, together with the resurgence in infections and energy supply risks, continues to be cited as a factor contributing to the uncertain outlook. - FY2023-Q1RestatedAnnual report
「The outlook remained uncertain, due to factors including a renewed spread of infections caused by COVID-19 variants, the prolonged semiconductor shortage, and emerging risks to energy supplies arising from the situation in Ukraine.」
The prolonged semiconductor shortage continues to be cited as a factor contributing to an uncertain outlook. In addition, the renewed spread of infections and energy supply risks were also noted. - FY2022MaterialisedAnnual report
「The impact of the semiconductor shortage and other factors has become apparent in the environment surrounding our group, and sluggishness has continued in the communications market, including smartphones and wireless communication modules. In particular, in the China segment, lockdowns resulting from a renewed spread of COVID-19 have disrupted logistics and our customers' operating conditions.」
Stated that the prolonged semiconductor shortage had emerged in the actual business environment as sluggishness in the communications market and disruption to logistics and customer operating conditions in China. - FY2022-Q3MaterialisedAnnual report
「However, risk factors for economic activity, including a renewed spread of infections caused by COVID-19 variants and the prolonged semiconductor shortage, became apparent, and the outlook remained uncertain.」
Stated that the prolonged semiconductor shortage identified in the previous quarter had emerged as a risk factor for economic activity in the current quarter. Uncertainty about the outlook continued alongside the renewed spread of infections. - FY2022-Q2First statedAnnual report
「However, the outlook remained uncertain, as the risk of a renewed spread of infections had not been eliminated and the semiconductor shortage continued for an extended period.」
For the first time, explicitly identified the prolonged semiconductor shortage as a factor contributing to an uncertain outlook, alongside the renewed spread of infections.