Takasho (7590) · RiskRestated
Shortages of semiconductors and other components
First written in FY2023-Q3. 1 of 2 entries say "Restated". Latest entry: FY2024-Q1.
2entries
2years
0from disclosures
How it moved
Same theme, other companies
Longer procurement lead times and rising costs caused by tight semiconductor and raw-material supply and demand and supply chain disruptionsA theme 173 companies write about · 178 as a headwind · 1 as a tailwind
The whole theme swung hardest in 2022: 99 of 155 companies on the "Worse" side.
51 other companies' latest entry also says "Restated".
Ridges = years it wrote progress, valleys = years it wrote worse. Most hopeful companies at the back. Drag to turn, scroll to zoom, right-drag to pan. On a phone, two fingers turn and pinch to zoom; one finger scrolls the page.
Showing 14 of the 173 companies compared. The sentences above are computed from all 173.