Supply Delays for Related Products Due to Semiconductor Shortages
First written in FY2023-Q3. 1 of 5 entries say "Materialised", first in FY2023. Latest entry: FY2026.
Saftec moved to the "Worse" side of this theme in 2023, 1 year before the typical company in this theme (2024).
The whole theme swung hardest in 2024: 2 of 8 companies on the "Worse" side.
1 other company's latest entry also says "Dropped".
- FY2026DroppedAnnual report
「The challenging operating environment has continued due to further increases in procurement prices, higher transportation costs and intensified competition for orders.」
The market-environment discussion for the current fiscal year contains no direct reference to the semiconductor shortage or delays in the supply of related products. Instead, purchase prices, transportation costs and order competition are identified as the main concerns. - FY2025-H1RestatedAnnual report
「Meanwhile, purchase prices and transportation costs continue to rise, and delays in product supplies have not been resolved,」
The company stated that delays in product supplies had not been resolved even during the interim period, indicating that the supply delays described as having become routine in the previous fiscal year were continuing. - FY2024WorsenedAnnual report
「In addition, delays in product supplies caused by the semiconductor shortage and other factors have become routine since the previous year, and the challenging operating environment has continued.」
The company explained that delays in product supplies caused by the semiconductor shortage and other factors had shifted from being temporary occurrences to becoming routine. - FY2023MaterialisedAnnual report
「Meanwhile, construction delays and postponements caused by labor shortages and soaring raw-material prices were also observed. In addition, there were considerable delays in product supplies due to the semiconductor shortage, and the challenging operating environment has continued.」
In its annual report, the company explained that delays in product supplies due to the semiconductor shortage, first identified as a risk in the previous quarter, had actually occurred to a considerable extent. - FY2023-Q3First statedAnnual report
「In addition, although the semiconductor shortage is gradually improving, it has not yet been resolved, and delays in the supply of related products continue.」
The company stated for the first time that the semiconductor shortage was improving but had not been resolved, and that delays in the supply of related products continued.