Global Semiconductor Shortage
First written in FY2022-Q2. 4 of 9 entries say "Restated". Latest entry: 2026-08-06.
The whole theme swung hardest in 2022: 22 of 32 companies on the "Worse" side.
12 other companies' latest entry also says "Mitigated".
- 2026-08-06MitigatedFinancial Results Presentation
「In Electronic Materials and related businesses, interlayer insulating film revenue increased on growth in the semiconductor market, particularly for AI applications.」
Growth in the semiconductor market, particularly for AI applications, and higher interlayer insulating film revenue further mitigated the impact of the semiconductor market downturn. - FY2026MitigatedAnnual report
「Revenue from interlayer insulating films increased, driven by growth in the semiconductor market, particularly in AI-related applications, resulting in higher revenue for the electronic materials and other businesses overall.」
The semiconductor market recovered from its downturn, and demand from AI-related applications drove higher revenue from interlayer insulating films. - FY2025MitigatedAnnual report
「Other electronic materials generated higher revenue year on year as the semiconductor market recovered.」
The recovery in the semiconductor market eased the impact of the downturn that had continued through the previous fiscal year. - FY2024RestatedAnnual report
「Revenue from electronic materials and other products declined due to the impact of the semiconductor market downturn, which has continued since the second half of the previous fiscal year.」
Reconfirmed that the semiconductor market downturn and the revenue decline in the electronic materials business continued throughout the fiscal year. - FY2024-Q3RestatedAnnual report
「Revenue from electronic materials and other products declined significantly due to the impact of the semiconductor market downturn, which has continued since the second half of the previous fiscal year.」
Reconfirmed that the semiconductor market downturn since the second half of the previous fiscal year continues to be reflected in actual results as lower revenue from the electronic materials business. - FY2024-Q2RestatedAnnual report
「Sales of electronic materials and other products fell below the year-earlier level, significantly affected by the semiconductor market downturn that has continued since the second half of the previous fiscal year.」
Reconfirmed that the semiconductor market downturn since the second half of the previous fiscal year continues to be reflected in lower year-on-year revenue from the electronic materials business. - FY2024-Q1RestatedAnnual report
「Revenue from electronic materials and other products declined significantly due to the impact of the semiconductor market downturn, which has continued since the second half of the previous fiscal year.」
Reconfirmed that the semiconductor market downturn and the revenue decline in the electronic materials business have continued since the second half of the previous fiscal year. - FY2023MaterialisedAnnual report
「Revenue declined, largely due to the impact of a sharp downturn in the semiconductor market during the fourth quarter of the consolidated fiscal year.」
Concerns about the semiconductor shortage materialized as a sharp downturn in the semiconductor market and a revenue decline in the electronic materials business. - FY2022-Q2First statedAnnual report
「The outlook remains uncertain, with concerns including a global semiconductor shortage and rising raw material prices.」
The global semiconductor shortage was identified for the first time as a new uncertainty factor in the business environment. It was described in the text as a concern, with no specific impact on performance during the current quarter indicated.