Zojirushi (7965) · RiskDropped
Concerns Over Semiconductor Shortages
First written in FY2021-Q3. 1 of 2 entries say "Dropped", first in FY2021. Latest entry: FY2021.
2entries
2years
0from disclosures
How it moved
Same theme, other companies
Uncertainty in the earnings outlook due to the global semiconductor shortageA theme 36 companies write about · 36 as a headwind · 0 as a tailwind
The whole theme swung hardest in 2022: 22 of 32 companies on the "Worse" side.
5 other companies' latest entry also says "Dropped".
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.
Showing 14 of the 36 companies compared. The sentences above are computed from all 36.Full recordFilings, disclosures and news, newest first
- FY2021DroppedAnnual report
「Concerns about global inflation have emerged due to supply shortages resulting from increased demand, supply chain disruptions and higher raw material costs.」
This filing did not specifically identify a semiconductor shortage, instead using the broader terms supply shortages and supply chain disruptions. - FY2021-Q3First statedAnnual report
「The outlook for an economic recovery is expected to remain uncertain, with concerns including slower consumption due to a renewed spread of infections, higher costs due to soaring resource prices, and a potential semiconductor shortage.」
Concerns about a semiconductor shortage were identified for the first time as a factor making the economic recovery uncertain.