Supply chain disruptions and soaring raw material costs due to the resurgence of COVID-19
First written in FY2022-Q2. 4 of 13 entries say "Worsened", first in FY2022-Q3. Latest entry: FY2027-H1.
Toba moved to the "Worse" side of this theme in 2025, 3 years after the typical company in this theme (2022).
The whole theme swung hardest in 2022: 10 of 17 companies on the "Worse" side.
5 other companies' latest entry also says "Restated".
- FY2027-H1RestatedAnnual report
「The filing states that, during the interim consolidated accounting period, there were no material changes in the major risks that management recognizes could materially affect the consolidated companies' financial position, operating results or cash flows, or in the matters described under Business Risks in the securities report for the previous fiscal year.」
No significant changes are reported in the key risks, including supply chain disruptions and soaring raw material costs. - FY2026MaterialisedAnnual report
「The recovery in demand for general-purpose memory for various devices has been slow. Automotive power semiconductors have also been affected by inventory adjustments throughout the supply chain, resulting in sluggish sales to semiconductor-related customers. In addition, capital investment by automotive-related companies declined amid uncertainty over the outlook for the slowing growth of the global EV market and US tariff policy, among other factors.」
Semiconductor inventory adjustments, the delayed recovery in demand for general-purpose memory, the slowdown in the EV market and US tariff policy were reflected in sluggish sales to semiconductor and automotive customers and weak capital investment. - FY2026-H1MaterialisedAnnual report
「Protectionist moves, including US tariff policy, have caused disruptions to international supply chains, and the outlook remains uncertain.」
The risk of supply chain disruptions is specifically described as actual international disruption caused by US tariff policy and protectionist moves. - FY2025-H1RestatedAnnual report
「The filing states that, during the interim consolidated accounting period, there were no material changes in the major risks that management recognizes could materially affect the consolidated companies' financial position, operating results or cash flows, or in the matters described under Business Risks in the securities report for the previous fiscal year.」
No significant changes are reported in the key risks, including supply chain disruptions and soaring raw material costs. - FY2024-Q2MitigatedAnnual report
「Sales to automotive customers remained firm, as capital investment was strong due to the easing of the automotive semiconductor shortage and rising demand for batteries related to EVs and hybrids, among other factors, and sales of related FA equipment remained solid.」
The easing of the automotive semiconductor shortage is noted, and capital investment by automotive customers and sales of FA equipment remained firm. - FY2024-Q1MitigatedAnnual report
「Sales of industrial robots and mounters (surface-mounting machines) to automotive customers remained firm, supported by easing shortages of semiconductors for automotive applications and continued capital investment related to electric vehicles.」
The easing of the automotive semiconductor shortage is noted, and sales of industrial robots and mounters to automotive customers remained firm. - FY2023MaterialisedAnnual report
「Meanwhile, the outlook remains uncertain due to issues involving shortages of resource supplies resulting from the situation in Ukraine and a record depreciation of the yen caused by US interest-rate hikes to curb inflation.」
In addition to the existing risks of supply chain disruptions and material shortages, resource supply shortages and rising prices resulting from the situation in Ukraine have emerged in the business environment. - FY2023-Q3WorsenedAnnual report
「The outlook remains uncertain due to shortages of materials and soaring raw material prices resulting from the emergence of geopolitical risks, including the situation in Ukraine, advancing global inflation driven by US monetary policy and other factors, and the resurgence of infections in China following the easing of COVID-19 restrictions.」
In addition to the existing supply chain disruptions and semiconductor shortages, shortages of materials due to geopolitical risks, soaring raw material prices, global inflation and the resurgence of infections in China are identified as sources of uncertainty in the supply and business environment. - FY2023-Q2WorsenedAnnual report
「The global rise in prices of energy resources, raw materials and consumer goods, concerns about economic recession in the United States and other countries due to US monetary policy, and factory shutdowns caused by lockdowns in various parts of China have left the outlook uncertain.」
In addition to the existing semiconductor shortages and supply chain disruptions, soaring prices for energy resources and raw materials and factory shutdowns caused by lockdowns in China have emerged as supply-side and business-environment risks. - FY2023-Q1WorsenedAnnual report
「Meanwhile, the outlook remains uncertain due to issues involving shortages of resource supplies resulting from the situation in Ukraine and a record depreciation of the yen caused by US interest-rate hikes to curb inflation.」
In addition to the resurgence of COVID-19, semiconductor shortages and supply chain disruptions, resource supply shortages caused by the situation in Ukraine are identified, indicating expanding external supply-side risks. - FY2022MaterialisedAnnual report
「The shortage of semiconductors and supply chain disruptions made some products difficult to procure, tightening supply and demand and resulting in longer delivery times for customers.」
The shortage of semiconductors and materials and supply chain disruptions actually resulted in tight supply and demand for products and longer delivery times for customers. - FY2022-Q3WorsenedAnnual report
「The global shortage of semiconductors and materials caused stagnation in automobile production. In addition, the resurgence of COVID-19, mainly in Southeast Asia, caused supply chain disruptions, bringing the recovering global economy to a standstill, and the outlook remains uncertain.」
The global shortage of semiconductors and materials and supply chain disruptions in Southeast Asia due to the resurgence of COVID-19 continued to contribute to the actual economic slowdown. - FY2022-Q2First statedAnnual report
「The impact of supply chain disruptions caused by the resurgence of COVID-19 in Southeast Asia hindered the normalization of economic activity. In addition, tight semiconductor supplies and soaring raw material costs restrained economic growth, and the outlook remains uncertain.」
Supply chain disruptions in Southeast Asia caused by the resurgence of COVID-19, tight semiconductor supplies and soaring raw material costs are newly described in specific terms as factors hindering economic normalization and growth.