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Asahi Kagaku Kogyo (7928) · RiskMitigated

Impact on production from difficulties obtaining semiconductors and electronic components

First written in FY2022-Q1. 2 of 6 entries say "Mitigated", first in FY2023-Q3. Latest entry: FY2024-Q2.

6entries
3years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2022-Q1MaterialisedFY2022-Q3MitigatedFY2023-Q3 – FY2024-Q22022: 220222023: 320232024: 12024
Same theme, other companies
Product supply and delivery delays caused by supply chain disruptions and the semiconductor shortageA theme 6 companies write about · 6 as a headwind · 0 as a tailwind

4 other companies' latest entry also says "Mitigated".

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.
Full recordFilings, disclosures and news, newest first
  1. FY2024-Q2MitigatedAnnual report

    「Orders received from the automotive industry remained firm and increased as semiconductor shortages were resolved.」

    Regarding semiconductor shortages, the explanation has changed from shortages being a factor behind declining orders through the previous period to shortages being resolved and orders from the automotive industry increasing in the current quarter.
  2. FY2023-Q3MitigatedAnnual report

    「Orders received from the automotive industry increased as semiconductor shortages gradually eased, but」

    The company states that, although the impact of semiconductor shortages continues, the shortages have gradually eased and orders from the automotive industry increased.
  3. FY2023-Q2WorsenedAnnual report

    「Orders received from the automotive industry decreased due to the impact of semiconductor shortages.」

    Regarding the impact of semiconductor shortages, the description has changed from an overall increase in orders, including a decrease in orders for some products described in the previous quarter, to a decrease in orders from the automotive industry in the current quarter.
  4. FY2023-Q1ReframedAnnual report

    「Orders received from the automotive industry increased, although orders for some products decreased due to the impact of semiconductor shortages.」

    Although the impact of semiconductor shortages continues, the company explains that, whereas orders had previously declined broadly, the decline in orders during the current quarter was limited to some products and total orders from the automotive industry increased.
  5. FY2022-Q3MaterialisedAnnual report

    「Orders received from the automotive industry decreased due to the impact of component supply shortages.」

    The potential impact of component supply shortages on production and sales has materialized as a decrease in orders from the automotive industry. The company has also disclosed decreases in orders for power tool components and automotive components in Japan.
  6. FY2022-Q1First statedAnnual report

    「The resurgence of COVID-19 infections in Southeast Asia and elsewhere has led to difficulties obtaining semiconductors and electronic components.」

    The company has newly disclosed that the resurgence of infections in Southeast Asia and elsewhere has led to difficulties obtaining semiconductors and electronic components.
Moved together

"Domestic Profit Recovery Through Mold Technology, Forming Technology and Shorter Lead Times" moved the same way as this thread, in the same document, in 4 of its 6 moves.

433333★123456
  1. ★This thread
  2. 1Domestic Profit Recovery Through Mold Technology, Forming Technology and Shorter Lead Times4×
  3. 2Unstable Economic Environment Due to Yen Appreciation, Falling Stock Prices and Other Factors3×
  4. 3Demand Fluctuations in Major End Markets3×
  5. 4Operating cash outflows due to increases in trade receivables and inventories3×
  6. 5Declining Profitability of Domestic Business-Use Facilities and Impairment Losses3×
  7. 6Rising Prices of Raw Materials, Including Crude Oil3×

★ is this thread; numbers match the list above. The number on a line is how many documents both moved the same way in; lines between the other threads count the documents they moved together in too. Threads that move together often sit closer.

When this could move next
Asahi Kagaku Kogyo's next results are scheduled for 2026-10-14. Read the earnings preview
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