Product Supply Delays Caused by the Semiconductor Shortage and Overseas Lockdowns
First written in FY2022-Q2. 5 of 10 entries say "Mitigated", first in FY2023-Q1. Latest entry: FY2024.
Reform Technology 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.
3 other companies' latest entry also says "Mitigated".
- FY2024MitigatedAnnual report
「Although the company continued to be affected by COVID-19, product supply delays and successive manufacturer price increases from the previous fiscal year, product supply delays were gradually resolved from the third quarter onward」
It was explained that the impact of product supply delays continued from the previous fiscal year but was gradually resolved from the third quarter onward. - FY2024-Q2MitigatedAnnual report
「This was attributable to a ¥42.659 million decrease in inventories as back orders were cleared.」
The decrease in inventories associated with the clearing of back orders was disclosed, indicating that the impact of inventory accumulation caused by product supply delays remained alleviated. - FY2024-Q1MitigatedAnnual report
「This was mainly because inventories decreased by ¥83.169 million and accounts receivable decreased by ¥49.799 million as back orders were cleared.」
It was stated that inventories decreased by ¥83.169 million as back orders were cleared, indicating that the impact of product supply delays and inventory accumulation was alleviated. - FY2023MitigatedAnnual report
「Although the company continued to be affected by COVID-19, product supply delays and successive manufacturer price increases from the previous fiscal year, product supply delays were gradually resolved from the third quarter onward」
It was explained that the impact of product supply delays continued from the previous fiscal year but was gradually resolved from the third quarter onward, contributing to net sales above the initial plan. - FY2023-Q3RestatedAnnual report
「Meanwhile, in addition to the continuing impact of the global semiconductor shortage, soaring raw material and fuel prices, and disruptions to logistics networks」
Supply-side impacts, including product supply delays caused by the global semiconductor shortage, continue. - FY2023-Q2RestatedAnnual report
「The impact of product supply delays is moving toward recovery」
The view that the impact of product supply delays is moving toward recovery continues to be expressed. - FY2023-Q1MitigatedAnnual report
「As the impact of product supply delays, which had continued since the previous consolidated fiscal year due to the global semiconductor shortage and the spread of COVID-19, was gradually improving」
It was explained that product supply delays due to the semiconductor shortage and the spread of COVID-19 were continuing, but their impact was gradually improving. - FY2022WorsenedAnnual report
「Although orders with no scheduled delivery date increased significantly, the work could not be completed, and the company therefore did not reach the number of projects initially planned」
The disclosure described specific impacts on performance, including continued product supply delays due to the semiconductor shortage and other factors, an increase in orders with no scheduled delivery date, incomplete projects and failure to reach the planned number of projects. - FY2022-Q3MaterialisedAnnual report
「The impact of product supply delays caused by the semiconductor shortage and lockdowns overseas, where residential equipment manufacturers have production facilities, continues.」
It was stated that product supply delays caused by the semiconductor shortage and overseas lockdowns continued into the third quarter. - FY2022-Q2MaterialisedAnnual report
「The company was affected by delays in the supply of certain products caused by the global semiconductor shortage and lockdowns overseas, where residential equipment manufacturers have production facilities.」
It was stated that delays in the supply of certain products had actually occurred as a result of the global semiconductor shortage and lockdowns at overseas production facilities.