Global Semiconductor Supply Shortage
First written in FY2022-Q1. 5 of 9 entries say "Materialised", first in FY2022-Q2. Latest entry: FY2025-H1.
Mitsui High-tec moved to the "Worse" side of this theme in 2021, 1 year before the typical company in this theme (2022).
The whole theme swung hardest in 2022: 22 of 32 companies on the "Worse" side.
12 other companies' latest entry also says "Mitigated".
- FY2025-H1MitigatedAnnual report
「In the semiconductor industry, the market as a whole is moving toward a gradual recovery, but recovery in end demand for some semiconductors has been delayed.」
The semiconductor industry as a whole is said to be heading toward a gradual recovery, with the previously severe conditions, including supply constraints, easing to some extent. However, delays in the recovery of end demand for some semiconductors remain. - FY2024-Q3RestatedAnnual report
「Among the conditions in the Group's main customer industries, production activity in the automotive industry was normalizing as the shortage of automotive semiconductors eased, while demand related to electrified vehicles remained solid.」
The company continues to state that shortages of automotive semiconductors are easing and automotive production activity is normalizing, while demand related to electric vehicles remains firm. - FY2024-Q1MitigatedAnnual report
「Among the conditions in the Group's main customer industries, production activity in the automotive industry was gradually normalizing as the shortage of automotive semiconductors eased, while demand related to electrified vehicles remained solid.」
The company states that shortages of automotive semiconductors have eased and that automotive production activity is gradually returning to normal. - FY2023-Q3MaterialisedAnnual report
「Among the conditions in the Group's main customer industries, production cuts by automakers continued due to lockdowns in China and the semiconductor shortage, but demand related to electrified vehicles remained solid.」
The company states that production cuts by automakers due to semiconductor shortages are continuing and that the actual impact of supply constraints continues to occur. - FY2023-Q1MaterialisedAnnual report
「Among the conditions in the Group's main customer industries, automakers reduced production due to COVID-19 and the semiconductor shortage, but demand related to electrified vehicles for the transition to a decarbonized society remained strong.」
The company states that global semiconductor shortages continue to affect actual customers through production cuts by automakers. - FY2022MaterialisedAnnual report
「In the automotive industry, automakers adjusted production downward amid the global renewed spread of COVID-19 and the semiconductor shortage, but demand related to electrified vehicles for the transition to a decarbonized society remained strong.」
The company states that global semiconductor shortages continue to affect actual customers through production adjustment by automakers. - FY2022-Q3MaterialisedAnnual report
「In the automotive industry, automakers reduced production due to the renewed spread of COVID-19, particularly in Southeast Asia, and the global semiconductor shortage, but demand related to electrified vehicles remained strong.」
The company states that global semiconductor shortages continue to affect production at actual customers through production cuts by automakers. - FY2022-Q2MaterialisedAnnual report
「Among the conditions in the Group's main customer industries, automakers reduced production due to the global semiconductor shortage, but demand related to electrified vehicles remained strong.」
Regarding the global semiconductor supply shortages that emerged in the previous quarter, the company states that an actual impact has materialized in the form of production cuts by automakers. - FY2022-Q1First statedAnnual report
「The market environment in the semiconductor industry underwent major changes, including the emergence of global semiconductor supply shortages.」
The company has, for the first time, stated that global semiconductor supply shortages emerged and that the market environment underwent major changes.