Risk of a Global Semiconductor Supply Shortage
First written in FY2022-Q1. 4 of 11 entries say "Restated". Latest entry: 2026-05-12.
Daido Metal moved to the "Worse" side of this theme in 2026, 5 years after the typical company in this theme (2021).
The whole theme swung hardest in 2025: 9 of 28 companies on the "Worse" side.
12 other companies' latest entry also says "Materialised".
- 2026-05-12MaterialisedEarnings presentation
「Decline in automotive demand due to semiconductor shortages in the United States」
The semiconductor shortage in the United States emerged as a factor behind lower automotive demand. - FY2025MitigatedAnnual report
「Meanwhile, in the automotive industry, the semiconductor supply shortage has eased, and production by major automotive customers is showing signs of recovery.」
The easing of the semiconductor supply shortage and the recovery in production by major automotive customers have continued, and supply-constraint risk has eased from the previous fiscal year. - FY2024MitigatedAnnual report
「Meanwhile, in the automotive industry, the semiconductor supply shortage has eased, and production by major automotive customers is showing signs of recovery.」
As the semiconductor supply shortage eased and production by major customers began to recover, supply-constraint risk eased from the previous fiscal year. - FY2024-Q3RestatedAnnual report
「Meanwhile, in the automotive industry, the semiconductor supply shortage has eased and production by major automotive customers continues to recover.」
The easing of the semiconductor supply shortage and the recovery in production by major automotive customers are continuing, reaffirming the risk-mitigation conditions indicated in the previous quarter. - FY2024-Q2RestatedAnnual report
「Meanwhile, in the automotive industry, the semiconductor supply shortage has eased and production by major automotive customers continues to recover.」
The easing of the semiconductor supply shortage and the recovery in production by major automotive customers are continuing, reaffirming the easing of supply-constraint risk. - FY2024-Q1MitigatedAnnual report
「Meanwhile, in the automotive industry, the semiconductor supply shortage has eased, and production by major automotive customers is showing signs of recovery.」
The semiconductor supply shortage has eased and production by major automotive customers is showing signs of recovery, reducing supply-constraint risk from the previous fiscal year. - FY2023-Q3RestatedAnnual report
「In the automotive industry, production gradually recovered in the United States and China, despite the impact of semiconductor and component supply shortages.」
The shortage of semiconductor and component supplies continues to affect automobile production, although production has gradually recovered in the United States and China. - FY2023-Q2RestatedAnnual report
「During the six-month period ended this quarter, economic activity was increasingly normalised as the impact of COVID-19 eased, and developed economies including Japan, Europe and the United States showed signs of recovery. However, the business environment remained challenging and the outlook uncertain because of production cuts by major automotive customers due to shortages of semiconductors and components, higher raw material and energy prices resulting from the prolonged situation in Ukraine, global inflation, and the significant depreciation of the yen.」
Production cuts by major customers due to semiconductor and component supply shortages continue, and supply-chain constraints are affecting automobile production. - FY2023-Q1WorsenedAnnual report
「In Japan, new-vehicle sales during the cumulative first quarter of the current consolidated fiscal year decreased from the same quarter of the previous year, as production stagnated due to component shortages caused by the Shanghai lockdown in addition to the semiconductor supply shortage. Overseas, the impact of the semiconductor supply shortage did not improve significantly. Compared with the same quarter of the previous year, new-vehicle sales in China increased only slightly, while sales in the United States decreased as high gasoline prices and rising interest rates, among other factors, created headwinds for new-vehicle purchases. In Europe as well, the impact of the semiconductor supply shortage continued, and new-vehicle sales decreased.」
The semiconductor supply shortage did not improve significantly, and component shortages caused by the Shanghai lockdown further contributed to stagnant domestic production. New-vehicle sales in China, the United States and Europe continue to be affected. - FY2022-Q2Continued Production Cuts Due to Semiconductor and Component ShortagesAnnual report
「The business remains stalled due to the impact of automobile production cuts resulting from supply-chain disruptions caused by semiconductor shortages and shortages of components dependent on Southeast Asia, among other factors.」
In addition to semiconductor shortages, shortages of components sourced from Southeast Asia and supply-chain disruptions were explicitly identified, and their impact on automobile production cuts continues. - FY2022-Q1First statedAnnual report
「The economy is generally on a gradual recovery trend, despite production cuts in automobiles and other factors resulting from the spread of COVID-19 variants and the impact of semiconductor shortages.」
The company identified the semiconductor supply shortage as a new external risk and explained that it had already affected automobile production cuts.