Komori
Jsp (7942) · RiskMitigated

Impact of semiconductor shortages on the supply chain

First written in FY2022-Q1. 5 of 7 entries say "Materialised", first in FY2022-Q2. Latest entry: FY2024-Q3.

7entries
4years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseMaterialisedFY2022-Q2 – FY2023-Q32021: 220212022: 320222023: 120232024: 12024
Same theme, other companies
Global supply constraints for semiconductors and other materialsA theme 4 companies write about · 4 as a headwind · 0 as a tailwind

Jsp moved to the "Worse" side of this theme in 2021.

2 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-Q3MitigatedAnnual report

    「The automotive sector moved toward recovery, partly because shortages of components such as semiconductors eased.」

    Although shortages of components such as semiconductors continued, the company stated that demand and sales in the automotive sector moved toward recovery as supply constraints eased.
  2. FY2023-Q3MaterialisedAnnual report

    「During the nine-month period of the third quarter of the consolidated fiscal year, the recovery trend in the global economy slowed due to component shortages, including semiconductors, resulting from the spread of COVID-19; inflation, including higher resource and energy prices associated with the situation in Ukraine; and volatility in the financial and capital markets.」

    Shortages of components such as semiconductors continued to emerge during the quarter as an actual factor slowing the recovery trend in the global economy.
  3. FY2023-Q2MaterialisedAnnual report

    「During the second quarter of the current consolidated fiscal year, the global economic recovery slowed due to component shortages, including semiconductors, caused by the renewed spread of COVID-19, higher resource and energy prices associated with the situation in Ukraine, and volatility in financial and capital markets.」

    Shortages of components such as semiconductors continued to emerge during the quarter as an actual factor slowing the recovery trend in the global economy.
  4. FY2023-Q1MaterialisedAnnual report

    「During the first quarter of the current consolidated fiscal year, the global economic recovery slowed due to component shortages, including semiconductors, caused by the spread of COVID-19 variants and rising resource and energy prices associated with the situation in Ukraine.」

    Shortages of components such as semiconductors continued to emerge during the quarter as an actual factor slowing the recovery trend in the global economy.
  5. FY2022-Q3MaterialisedAnnual report

    「High-performance materials products centered on “P-Block” were affected by activity restrictions caused by the resurgence of COVID-19 and shortages of components such as semiconductors. However, demand recovered gradually, and sales volume and revenue increased, partly due to the expanded adoption of new components for automobiles.」

    While shortages of components such as semiconductors had a tangible impact on sales of high-performance materials products, sales volume and revenue increased as demand recovered and the adoption of new components expanded.
  6. FY2022-Q2MaterialisedAnnual report

    「During the six-month period of the second quarter of the consolidated fiscal year, the global economy was on a recovery trend, centered on personal consumption, as restrictions on economic activity were gradually eased. However, the outlook became uncertain due to the resurgence of COVID-19 caused by variants and shortages of components such as semiconductors.」

    The company reported that shortages of components such as semiconductors remained a factor clouding the outlook for the global economy and affected sales in the beads business.
  7. FY2022-Q1First statedAnnual report

    「The outlook became uncertain due to the resurgence of infectious diseases caused by variants and the impact on supply chains from semiconductor shortages.」

    The company identified, for the first time, semiconductor shortages affecting supply chains as an external risk that made the outlook uncertain.
Moved together

"Crude oil and naphtha price fluctuations and the risk of passing through higher costs" moved the same way as this thread, in the same document, in 5 of its 7 moves.

52222★12345
  1. ★This thread
  2. 1Crude oil and naphtha price fluctuations and the risk of passing through higher costs5×
  3. 2Overseas business risks arising from changes in global conditions, foreign exchange rates and regulations2×
  4. 3Stable production through environmental and safety management2×
  5. 4Fixed-Asset Impairment and Investment Recovery Risk2×
  6. 5Impact of natural disasters on factories and production facilities2×

★ 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
Jsp's next results are scheduled for 2026-10-30. Read the earnings preview
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.