Supply Chain Disruptions and Global Semiconductor Shortage
First written in FY2022-Q2. 7 of 13 entries say "Worsened", first in FY2022-Q3. Latest entry: FY2026.
Olympus moved to the "Worse" side of this theme in 2022, the same year as the typical company in this theme.
The whole theme swung hardest in 2022: 99 of 155 companies on the "Worse" side.
46 other companies' latest entry also says "Worsened".
- FY2026WorsenedAnnual report
「We have made and continue to make substantial resource allocations across manufacturing, quality, supply chain management and research and development for remediation activities related to the warning letter received from the FDA.」
Supply chain and operational risk was rated “increasing,” with FDA remediation activities, critical sites and logistics networks, reliance on single suppliers, and dependence on semiconductors and other items identified as key risks. - FY2025RestatedAnnual report
「The fiscal year ended March 2025 was a year in which we faced a succession of diverse challenges, including supply chain disruptions originating from the Noto Peninsula Earthquake and a difficult business environment in China.」
With regard to the risk of supply chain disruption, the disruption originating from the Noto Peninsula Earthquake and the difficult business environment in China were identified as challenges for the fiscal year. - FY2024MaterialisedAnnual report
「An example of a natural disaster risk materializing was the 2024 Noto Peninsula Earthquake, which affected an important supplier for our manufacturing operations and the short- and medium-term supply of raw materials from that supplier.」
The Noto Peninsula Earthquake actually affected an important supplier and the short- and medium-term supply of raw materials. - FY2024-Q3RestatedAnnual report
「In addition, the war in Ukraine and global inflation led to impacts from rising raw material prices and supply chain constraints.」
It was stated that the effects of rising raw material prices and supply chain constraints continued to occur. - FY2024-Q2WorsenedAnnual report
「In addition, the war in Ukraine and global inflation led to impacts from rising raw material prices, supply chain constraints, and component shortages. In Japan, too, the economy has been gradually recovering as economic activity resumes, although fluctuations in foreign exchange rates, rising raw material prices, supply chain constraints, and shortages of certain components, as seen in the global economy, had an impact.」
It was stated that the effects of supply chain constraints, rising raw material prices, and component shortages continued to occur both in Japan and overseas. - FY2024-Q1RestatedAnnual report
「In Japan, too, the economy has been gradually recovering as economic activity resumes, although fluctuations in foreign exchange rates, rising raw material prices, supply chain constraints, and shortages of semiconductors and other components, as seen in the global economy, had an impact.」
It was stated that the effects of supply chain constraints, semiconductor and component shortages, and rising raw material prices continued to occur. - FY2023MitigatedAnnual report
「Overall supply and demand for semiconductors and other components is showing signs of stabilizing, and the associated risks are also trending downward.」
It was stated that the semiconductor and component shortage would continue to require close attention, while overall supply and demand were stabilizing and risks were trending lower. - FY2023-Q3WorsenedAnnual report
「At the same time, lockdowns in Shanghai, the war in Ukraine and accelerating global inflation have resulted in impacts from higher raw material prices, supply chain constraints, and shortages of semiconductors and other components.」
While supply chain constraints and semiconductor shortages continued, the Shanghai lockdown, the war in Ukraine and accelerating global inflation added to the situation, resulting in impacts including higher raw material prices. - FY2023-Q2WorsenedAnnual report
「At the same time, lockdowns in Shanghai, the war in Ukraine and accelerating global inflation have resulted in impacts from higher raw material prices, supply chain constraints, and shortages of semiconductors and other components.」
While supply chain constraints and semiconductor shortages continued, the Shanghai lockdown, the war in Ukraine, accelerating global inflation and higher raw material prices added to the pressures. - FY2023-Q1WorsenedAnnual report
「At the same time, lockdowns in Shanghai and the war in Ukraine have resulted in impacts from higher raw material prices, supply chain constraints, and shortages of semiconductors and other components.」
Regarding the risks of supply chain disruptions and semiconductor shortages, the Company stated that the impacts of the Shanghai lockdown, higher raw material prices, and shortages of semiconductors and components had also arisen in FY2023-Q1. - FY2022WorsenedAnnual report
「In China, strict lockdowns have been implemented in response to the spread of COVID-19. In particular, the lockdown in Shanghai since late March 2022 has affected the Company Group’s domestic supply chain in China and global logistics.」
Regarding the risk of supply chain disruptions, the Company stated that lockdowns in China, particularly the lockdown in Shanghai since late March 2022, had affected domestic supply chains in China and global logistics. - FY2022-Q3WorsenedAnnual report
「In addition, impacts have arisen from the effects on supply chains in certain countries and regions accompanying the spread of COVID-19, global semiconductor shortages caused by the spread of COVID-19 and trade friction between the United States and China, and higher resource prices.」
In addition to the continuing impact of supply chain disruptions and global semiconductor shortages, the impact of higher resource prices was also explicitly described. - FY2022-Q2First statedAnnual report
「At the same time, impacts have arisen from the effects on supply chains in certain countries and regions accompanying the spread of COVID-19, as well as from global semiconductor shortages caused by the spread of COVID-19 and trade friction between the United States and China.」
Although the risk factors section stated that there were no significant changes, the impact on supply chains and global semiconductor shortages was explicitly identified in the business-results discussion as an external risk that had already materialized.