Komori
Yuasa (8074) · RiskMitigated

Production stagnation in the automotive industry due to semiconductor shortages

First written in FY2022-Q1. 5 of 7 entries say "Restated". Latest entry: FY2024-Q3.

7entries
4years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2022-Q1 – FY2023-Q32021: 220212022: 320222023: 120232024: 12024
Same theme, other companies
Customer production adjustments due to semiconductor shortagesA theme 145 companies write about · 144 as a headwind · 2 as a tailwind

The whole theme swung hardest in 2025: 12 of 42 companies on the "Worse" side.

65 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.
Showing 14 of the 145 companies compared. The sentences above are computed from all 145.
Full recordFilings, disclosures and news, newest first
  1. FY2024-Q3MitigatedAnnual report

    「In the industrial sector, the impact of semiconductor shortages on the automotive industry eased and production normalisation progressed, while robust demand for capital investment, particularly in EVs, continued.」

    The easing impact of semiconductor shortages on production in the automotive industry and the normalisation of production were described.
  2. FY2023-Q3RestatedAnnual report

    「In the industrial sector, supply chain disruptions and shortages of automotive semiconductors and other components affected some parts of the automotive industry, including through production adjustments. However, demand for capital investment remained resilient.」

    It states that while production adjustments in the automotive industry due to shortages of automotive semiconductors and other components continue, demand for capital investment remains firm.
  3. FY2023-Q2RestatedAnnual report

    「In the industrial sector, the disruption to supply chains caused by lockdowns and shortages of automotive semiconductors and other components affected the sector, including production adjustments mainly in the automotive industry. However, demand for capital investment showed an accelerating recovery and orders for machine tools and other products increased.」

    While production adjustments in the automotive industry due to shortages of automotive semiconductors and other components continue, demand for capital investment and machine tool orders are recovering.
  4. FY2023-Q1RestatedAnnual report

    「Disruptions to supply chains caused by lockdowns and shortages of semiconductor-related components and other parts continued for an extended period, resulting in impacts including production adjustments, particularly in the automotive industry.」

    While production adjustments in the automotive industry due to shortages of semiconductor-related components continue, machine tool orders are increasing.
  5. FY2022-Q3RestatedAnnual report

    「In the industrial sector, the recovery in capital investment demand accelerated and the order environment for machine tools and other products recovered, although production activity, particularly in the automotive industry, was affected by shortages of semiconductor-related components and other factors.」

    While the impact of shortages of semiconductor-related components on production activity in the automotive industry continues, demand for capital investment and the order environment are recovering.
  6. FY2022-Q2RestatedAnnual report

    「In the industrial sector, although production activity, particularly in the automotive industry, was affected by semiconductor shortages and other factors, the recovery in capital investment demand accelerated and the order environment recovered.」

    While production activity in the automotive industry continued to be affected by semiconductor shortages, capital investment demand and the order environment recovered.
  7. FY2022-Q1First statedAnnual report

    「Although production in the automotive industry also stagnated in part because of semiconductor shortages, demand recovered.」

    The company stated that production stagnation caused by semiconductor shortages had actually occurred in the automotive industry.
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