Business Impact of the Global Semiconductor Shortage
First written in FY2022-Q1. 3 of 7 entries say "Restated". Latest entry: FY2027-H1.
The whole theme swung hardest in 2022: 22 of 32 companies on the "Worse" side.
12 other companies' latest entry also says "Mitigated".
- FY2027-H1MitigatedAnnual report
「Increased workloads as demand in the semiconductor and electronic components markets expanded resulted in net sales exceeding the initial plan, reaching ¥28,068 million, up 12.3% year on year.」
Regarding the semiconductor shortage, which had previously contributed to declines in some related products, the disclosure cited expanding demand in the semiconductor and electronic components markets and increased workloads. - FY2026-H1RestatedAnnual report
「Smartphone applications, electronic component packaging materials, semiconductor-related products, e-commerce-related materials and heavy-duty bags for manufacturers remained firm. As a result, net sales were ¥4,615 million, up 4.1% year on year, and gross profit was ¥1,035 million, up 7.8%.」
Although the semiconductor shortage had been a factor behind declines in some related products through the previous fiscal year, the IT and industrial materials businesses, including semiconductor-related products, continue to perform solidly, resulting in higher sales and higher profit. - FY2025MitigatedAnnual report
「Smartphone applications, electronic component packaging materials, semiconductor-related products and industrial materials remained strong, automotive interior materials continued to recover, and prototyping for next-generation batteries increased. As a result, net sales were ¥8,991 million, up 33.1% year on year, and gross profit was ¥1,773 million, up 18.8%.」
Although the semiconductor shortage had been a factor behind declines in some related products through the previous fiscal year, semiconductor-related businesses performed strongly, and the IT and industrial materials businesses overall recorded higher sales and higher profit. - FY2023-Q2RestatedAnnual report
「Some related products declined due to the effects of the semiconductor shortage and lockdowns in China,」
While the impact of the global semiconductor shortage and China's lockdowns continues, the IT and industrial materials businesses overall recorded higher sales and higher profit. - FY2023-Q1MaterialisedAnnual report
「Some related products, including films used in electronic component manufacturing processes, declined due to the semiconductor shortage and China's lockdowns.」
The global semiconductor shortage, together with the impact of China's lockdowns, has affected the actual business through declines in some related products. - FY2022-Q2RestatedAnnual report
「Although there was some impact from the global semiconductor shortage,」
While the impact of the global semiconductor shortage continues to be reported, demand for materials used in electronic components and 5G-related materials has increased. - FY2022-Q1First statedAnnual report
「Although there was some impact from the global semiconductor shortage,」
The impact of the global semiconductor shortage on the IT and industrial materials businesses was first mentioned in the explanation of results for the quarter.