Product Delivery Delays Due to the Global Semiconductor Shortage
First written in FY2022-Q1. 5 of 13 entries say "Materialised", first in FY2022-Q1. Latest entry: FY2026-H1.
Nishikawa Keisoku moved to the "Worse" side of this theme in 2021, 3 years before the typical company in this theme (2024).
The whole theme swung hardest in 2024: 1 of 7 companies on the "Worse" side.
2 other companies' latest entry also says "Restated".
- FY2026-H1RestatedAnnual report
「During the interim accounting period, there were no new matters relating to the business or accounting information described in this interim report that could materially affect investment decisions, nor any material changes to the business and other risks described in the annual securities report for the preceding fiscal year.」
The company states that there have been no significant changes to its existing risks, including product delivery delays due to the global semiconductor shortage. - FY2025MitigatedAnnual report
「In addition to the normalization of inventory adjustments in the semiconductor industry, investment demand related to communications and automobiles expanded」
The company states that inventory adjustments in the semiconductor industry normalized, rather than citing delivery delays due to the semiconductor shortage, indicating an easing of the environment surrounding the previous delivery risk. - FY2025-H1RestatedAnnual report
「During the interim accounting period, there were no new matters relating to the business or accounting information described in this interim report that could materially affect investment decisions, nor any material changes to the business and other risks described in the annual securities report for the preceding fiscal year.」
The company states that there have been no significant changes to its existing risks, including product delivery delays due to the global semiconductor shortage. - FY2024-Q2RestatedAnnual report
「During the cumulative second-quarter period, there were no new matters relating to the business or accounting information described in this quarterly report that could materially affect investment decisions, nor any material changes to the business and other risks described in the annual securities report for the preceding fiscal year.」
The company states that there have been no significant changes to its existing risks, including product delivery delays due to the global semiconductor shortage. - FY2024-Q1RestatedAnnual report
「During the cumulative first-quarter period, there were no new matters relating to the business or accounting information described in this quarterly report that could materially affect investment decisions, nor any material changes to the business and other risks described in the annual securities report for the preceding fiscal year.」
The company states that there have been no significant changes to its existing risks, including product delivery delays due to the global semiconductor shortage. - FY2023MitigatedAnnual report
「For this division, the impact of delivery delays caused by the semiconductor shortage gradually subsided, resulting in revenue of ¥3,820 million, an increase of ¥302 million from the previous fiscal year.」
The impact of delivery delays caused by the semiconductor shortage gradually subsided, and revenue from measuring instruments increased by ¥302 million year on year. - FY2023-Q3MitigatedAnnual report
「During the cumulative third quarter, revenue was ¥25,476 million, up 7.2% year on year, operating profit was ¥2,216 million, up 25.4%, ordinary profit was ¥2,266 million, up 25.6%, and quarterly net profit was ¥1,550 million, up 62.4%, as projects progressed smoothly and the impact of delivery delays caused by the semiconductor shortage gradually eased.」
The company states that the impact of delivery delays caused by the semiconductor shortage has gradually been resolved, indicating mitigation of the delivery risk that had become apparent through the previous quarter. - FY2023-Q2RestatedAnnual report
「During the cumulative second-quarter period, there were no new matters relating to the business or accounting information described in this quarterly report that could materially affect investment decisions, nor any material changes to the business and other risks described in the annual securities report for the preceding fiscal year.」
The company states that there have been no significant changes to its existing risks, including product delivery delays due to the global semiconductor shortage. - FY2023-Q1MaterialisedAnnual report
「During the cumulative first-quarter period, capital investment demand from companies for research and development and quality testing remained solid. Orders received were ¥8,514 million, up 1.0% year on year, and the order backlog was ¥20,952 million, up 24.7% year on year. Meanwhile, revenue was ¥5,574 million, down 8.9% year on year, due to the impact of delivery problems caused by component shortages.」
Delivery problems caused by component shortages continued to emerge as a factor behind the decline in revenue in the first quarter. - FY2022MaterialisedAnnual report
「During the fiscal year, analytical instruments grew in response to increased corporate demand for research and development and quality testing, but delivery problems caused by shortages of semiconductors and other components worldwide and disruptions in logistics affected revenue, which amounted to ¥29,462 million, a decrease of ¥1,010 million from the previous fiscal year.」
Delivery problems caused by global shortages of semiconductors and other components and logistics disruptions actually emerged as factors behind the decline in full-year revenue. - FY2022-Q3MaterialisedAnnual report
「Meanwhile, due in part to continued delivery delays caused by the global parts shortage, revenue was ¥23,757 million, down 4.0% year on year.」
The company states that continued delivery delays due to the global parts shortage contributed to the 4.0% year-on-year decline in revenue. - FY2022-Q2MaterialisedAnnual report
「As a result, during the cumulative second-quarter period, revenue was generally firm despite the impact of delivery delays and other issues due to the global parts shortage, amounting to ¥13,371 million, down 1.3% year on year.」
The company states that continued delivery delays due to the global parts shortage were one factor contributing to the 1.3% year-on-year decline in revenue. - FY2022-Q1MaterialisedAnnual report
「<Analytical Instruments> For this product category, product delivery delays and other issues due to the global semiconductor shortage resulted in revenue of ¥1,506 million, down 8.5% year on year.」
The company states that actual product delivery delays due to the global semiconductor shortage occurred and contributed to the 8.5% year-on-year decline in revenue from analytical instruments.