Expanding Semiconductor Demand and Worsening Supply Shortages
First written in FY2022-Q1. 8 of 14 entries say "Softened", first in FY2023-Q2. Latest entry: FY2026-H1.
Rix moved to the "Worse" side of this theme in 2024, 2 years after the typical company in this theme (2022).
The whole theme swung hardest in 2022: 22 of 32 companies on the "Worse" side.
9 other companies' latest entry also says "Restated".
- FY2026-H1RestatedAnnual report
「Demand for logic and memory semiconductors continued to expand with advances in AI technology, and the semiconductor market remained buoyant.」
The view that semiconductor demand continues to expand and that the market is buoyant has been maintained. The latest industry description made no direct mention of worsening supply shortages. - FY2025SoftenedAnnual report
「Globally, demand continued to expand, particularly for logic semiconductors, alongside advances in AI-related technology. In Japan, benefiting from growth in demand for AI-related semiconductors in line with global trends, sales related to semiconductor manufacturing equipment increased from the same period of the previous year.」
Growth in semiconductor demand and sales of manufacturing equipment was indicated, while risk awareness has weakened from the phase centered on expanding demand and supply shortages. - FY2025-H1SoftenedAnnual report
「In Japan, sales related to semiconductor manufacturing equipment increased from the same period of the previous year, and demand for semiconductors, particularly automotive and power semiconductors and AI-related products, increased.」
Increased sales of semiconductor manufacturing equipment and higher demand for automotive and power semiconductors and AI-related products were indicated, while market conditions have weakened from the phase centered on expanding demand and supply shortages. - FY2024SoftenedAnnual report
「In Japan, the effects of the continuing shortage of automotive semiconductors have been easing, but」
It was stated that the effects of the automotive semiconductor shortage had been moving toward resolution, weakening the supply shortage risk. However, another factor contributing to a decline in domestic automobile production was also stated. - FY2024-Q3SoftenedAnnual report
「In Japan, the effects of the continuing shortage of automotive semiconductors have been easing, and production recovery progressed.」
It was stated that the effects of the automotive semiconductor shortage were moving toward resolution and that Japanese automobile production was recovering. - FY2024-Q2SoftenedAnnual report
「In the global market, semiconductor-related sales declined from the same period of the previous year, when digitalization during the COVID-19 pandemic drove strong activity, but the market as a whole showed signs of recovery. In Japan, production of automotive and power semiconductors was robust and investment in various types of semiconductors generally increased, but sales of semiconductor manufacturing equipment continued to trend downward amid capital expenditure cuts by major global companies.」
A recovery trend across the semiconductor industry and growth in investment in automotive and power semiconductors were indicated, with no direct mention of worsening supply shortages. Meanwhile, the downward trend in sales of manufacturing equipment remains. - FY2024-Q1SoftenedAnnual report
「The Japanese economy continued to recover, particularly in the service industries, partly because COVID-19 was reclassified to Category 5, and inbound demand also continued to recover. Manufacturing also showed signs of recovery, partly as the semiconductor supply shortage eased.」
The semiconductor supply shortage eased and manufacturing showed signs of recovery, weakening the risk associated with supply shortages. However, it was stated that the automotive industry continued to be affected by shortages of automotive semiconductors. - FY2023Semiconductor investment diverges by demand segmentAnnual report
「Investment restraint was seen in the memory semiconductor market, while demand segments showed differing trends, including increased investment in automotive power semiconductors.」
Semiconductor demand and investment were not uniform, with restraint in the memory segment and growth in automotive power semiconductors. - FY2023-Q3SoftenedAnnual report
「In the industry, global sales reached a record high in 2022, but overall industry sales did not grow significantly, partly because demand in the memory segment remained weak. In Japan, demand for semiconductor manufacturing equipment continued despite some moderation in the pace of growth, and sales remained on an upward trend.」
The latest industry description made no direct mention of supply shortages and indicated record-high global sales and higher sales of semiconductor equipment-related products in Japan, while also noting weak memory demand and slowing demand. - FY2023-Q2SoftenedAnnual report
「In this industry, global sales reached a record high, although growth rates differed by semiconductor type and region, and further growth is expected. In Japan, demand remained particularly strong for semiconductor manufacturing equipment, and sales expanded.」
The expansion of semiconductor demand and global sales was emphasized, while the latest industry description made no direct mention of worsening supply shortages. - FY2023-Q1RestatedAnnual report
「Meanwhile, supply shortages have been prolonged worldwide in response to rising semiconductor demand.」
The continued increase in semiconductor demand and prolongation of global supply shortages remain stated. - FY2022-Q3RestatedAnnual report
「In this industry, demand expansion and supply shortages continued, and global semiconductor sales increased from the same period of the previous year.」
Semiconductor demand and global sales increased, while supply shortages continued. - FY2022-Q2RestatedAnnual report
「In this industry, business conditions have remained favorable amid rising demand driven by changes in work styles and lifestyles. However, global supply shortages remain unresolved, and their effects have been prolonged.」
Favorable conditions continue in the electronics and semiconductor industries, while global supply shortages remain unresolved and their effects continue to be prolonged. - FY2022-Q1MaterialisedAnnual report
「In this industry, semiconductor demand associated with the spread of 5G and the recovery in automobile production has been increasing, while supply shortages have not been resolved and are becoming more severe.」
The actual business environment in the electronics and semiconductor industries, in which semiconductor demand is rising while supply shortages remain unresolved and are worsening, was newly specified.