Risk of Production Declines Due to the Semiconductor Shortage
First written in FY2021. 5 of 12 entries say "Restated". Latest entry: FY2026-H1.
Kanemitsu moved to the "Worse" side of this theme in 2021, the same year as the typical company in this theme.
The whole theme swung hardest in 2025: 11 of 40 companies on the "Worse" side.
26 other companies' latest entry also says "Restated".
- FY2026-H1RestatedAnnual report
「During the interim consolidated accounting period, no new business or other risks arose. There were also no significant changes to the business or other risks described in the annual securities report for the previous fiscal year.」
The disclosure states that there has been no new occurrence or material change regarding the risk of lower production due to semiconductor shortages. - FY2025-H1RestatedAnnual report
「During the interim consolidated accounting period, no new business or other risks arose. There were also no significant changes to the business or other risks described in the annual securities report for the previous fiscal year.」
The disclosure states that there has been no new occurrence or material change regarding the risk of lower production due to semiconductor shortages. - FY2024-Q3RestatedAnnual report
「Although domestic demand is recovering and tourism is being revitalized in Japan, issues including semiconductor shortages, energy-related problems, and higher prices across the board remain unresolved, and uncertainty continues.」
The semiconductor shortage continues to be identified as an unresolved issue, with uncertainty persisting alongside energy-related problems and rising prices generally. - FY2024-Q2RestatedAnnual report
「During the first six months of the current fiscal year, the global economy showed signs of gradual recovery despite the impact of the COVID-19 pandemic. The Japanese economy also saw a recovery in domestic demand and the revitalization of tourism, but uncertainty remained as issues including semiconductor shortages, energy-related problems, and rising prices generally had yet to be resolved.」
The semiconductor shortage continues to be identified as an unresolved issue, and uncertainty over the outlook persists. - FY2024-Q1RestatedAnnual report
「Meanwhile, during the cumulative first quarter of the current consolidated fiscal year, the Japanese economy faced increasing uncertainty about the outlook due to semiconductor shortages, higher resource and logistics costs, the Russia-Ukraine situation, and supply chain disruptions, even as measures to control COVID-19 and the resumption of economic and social activity progressed in parallel.」
The disclosure states that semiconductor shortages and supply chain disruptions are continuing, together with higher resource prices and logistics costs, leaving the outlook uncertain. - FY2023-Q3WorsenedAnnual report
「During the cumulative third quarter of the current consolidated fiscal year, uncertainty about the outlook increased due to supply chain disruptions caused by semiconductor shortages, higher resource and logistics costs, the prolonged Russia-Ukraine situation, and cost fluctuations resulting from the rapid depreciation of the yen, even as measures to address COVID-19 and economic activity progressed in parallel.」
The company explains that supply chain disruptions caused by semiconductor shortages are continuing, while higher resource prices and logistics costs have further increased uncertainty over the outlook. - FY2023-Q1WorsenedAnnual report
「During the first quarter of the current fiscal year, the Japanese economy faced increasing uncertainty over the outlook due to semiconductor shortages, higher resource prices and logistics costs, the Russia-Ukraine situation, and supply chain disruptions, even as efforts continued to balance measures against COVID-19 with economic and social activity.」
The company explains that semiconductor shortages and supply chain disruptions are continuing, while higher resource prices and logistics costs have further increased uncertainty over the outlook. - FY2022MaterialisedAnnual report
「In the automotive industry during the consolidated fiscal year under review, global production in 2021 reached 80.14 million units, up 3% year on year, due to the impact of supply chain disruptions, semiconductor supply shortages and soaring raw material prices.」
The disclosure states that semiconductor shortages actually affected supply chain operations and the vehicle production environment, together with global vehicle production data for 2021. - FY2022-Q3WorsenedAnnual report
「In the automotive industry, domestic vehicle sales improved in the first quarter, increasing 23.8% year on year, despite lower consumer spending due to the prolonged COVID-19 pandemic and lower production resulting from semiconductor shortages. In the second quarter, however, sales decreased 14.9% year on year.」
The company explains that the semiconductor shortage led to lower vehicle production and a 14.9% year-on-year decline in domestic vehicle sales, making the impact of the shortage more specific. - FY2022-Q2WorsenedAnnual report
「The automotive industry was also affected by declining personal consumption as COVID-19 persisted and by lower production due to the semiconductor shortage. Domestic vehicle sales improved, increasing 23.8% year on year in the first quarter accounting period, but declined 14.9% year on year in the second quarter accounting period.」
The company explains that the semiconductor shortage has led to lower vehicle production and domestic sales, and additional information notes operating adjustments at some production facilities, making the production impact of the shortage more specific. - FY2022-Q1MaterialisedAnnual report
「Although Japan's economy is showing signs of recovery from the severe conditions caused by the impact of COVID-19, risk factors including the recent resurgence of COVID-19, soaring raw material prices, and shortages of semiconductors and other components have emerged, and the outlook for the economy remains uncertain.」
The disclosure explicitly states that shortages of semiconductors and other materials have emerged as risk factors, reaffirming the semiconductor shortage risk that has continued since the previous fiscal year. - FY2021First statedAnnual report
「At present, the prolonged spread of infectious diseases and semiconductor shortages continue, leaving the outlook uncertain.」
The semiconductor shortage has actually emerged and is identified for the first time as a factor behind lower vehicle production and its impact on earnings.