Manufacturing Supply and Cost Risks Stemming from Semiconductor and Component Shortages and Surging Material Prices
First written in FY2022-Q2. 8 of 11 entries say "Worsened", first in FY2022-Q3. Latest entry: FY2026.
Kanaden moved to the "Worse" side of this theme in 2022, the same year as the typical company in this theme.
The whole theme swung hardest in 2026: 64 of 109 companies on the "Worse" side.
46 other companies' latest entry also says "Worsened".
- FY2026WorsenedAnnual report
「Meanwhile, concerns over a slowdown in overseas economies stemming from geopolitical risks, including developments surrounding China's resource restrictions and US trade policy, persisted, and uncertainty about the outlook continued, including downward pressure on the domestic economy and the impact of rising prices.」
In addition to the previously identified slowdown in overseas economies and geopolitical risks, China's resource restrictions, US trade policy, downward pressure on the domestic economy and rising prices are identified as new sources of uncertainty. - FY2026-H1WorsenedAnnual report
「Meanwhile, concerns over a slowdown in overseas economies due to the impact of US tariff policies persisted, and conditions remained highly uncertain, including downward pressure on the domestic economy and the impact of rising prices.」
In relation to supply and cost risks including semiconductor and component shortages, rising material costs and slower overseas economies, concerns over US tariff policy, rising prices and downward pressure on the domestic economy have been added. - FY2025-H1WorsenedAnnual report
「Inventory adjustments in the manufacturing sector have continued against a backdrop of slower growth in the Chinese economy, the impact of monetary policy in Europe and the United States, and higher resource and energy prices resulting from foreign exchange movements and worsening conditions in the Middle East.」
In addition to the previously identified semiconductor and component shortages and rising material costs, the filing notes the slowdown in the Chinese economy, monetary policy in Europe and the United States, foreign exchange movements, higher resource and energy prices resulting from conditions in the Middle East, and continuing inventory adjustments. - FY2024-Q3MitigatedAnnual report
「In the FA field, the impact of longer delivery times caused by semiconductor supply shortages is showing signs of improvement,」
The impact of longer delivery times caused by semiconductor supply shortages is described as improving, indicating that supply constraint risks have been partly mitigated. - FY2024-Q2MitigatedAnnual report
「These initiatives, together with signs of recovery in manufacturing capital investment demand and improving component shortages, enabled the FA Systems business to perform steadily.」
The improvement in component shortages and steady performance of the FA Systems business are noted, indicating that the previously identified risks of supply constraints and longer delivery times have been partly mitigated. - FY2023WorsenedAnnual report
「Shortages of semiconductors and various components and soaring material prices have persisted, while Russia’s invasion of Ukraine remains unresolved, creating downside risks to the economy from rising inflation in Europe and the United States and financial instability.」
Prolonged supply constraints and rising material costs, geopolitical factors, and inflation and financial instability in Europe and the United States continue to be identified as supply, cost and economic risks. - FY2023-Q3WorsenedAnnual report
「However, shortages of semiconductors and various materials and soaring material prices have persisted, while the situation in Russia and Ukraine remains unresolved. The economic slowdown caused by accelerating inflation and monetary tightening in Europe and the United States, as well as the renewed spread of COVID-19 in China, has left the outlook uncertain.」
In addition to prolonged supply constraints and soaring material prices, the Russia-Ukraine situation, and an economic slowdown caused by inflation and monetary tightening in Europe and the United States, the company cites a renewed spread of infectious diseases in China, indicating that the risk factors have broadened. - FY2023-Q2WorsenedAnnual report
「However, shortages of semiconductors and various components, as well as soaring material prices, have persisted. In addition to supply chain disruptions caused by the situation between Russia and Ukraine and lockdowns in Chinese cities resulting from China's zero-COVID policy, rising inflation in Europe and the United States and an economic slowdown caused by monetary tightening have left the outlook uncertain.」
In addition to prolonged shortages of semiconductors and components, soaring material prices, and supply-chain disruptions caused by geopolitical factors and lockdowns, the company cites an economic slowdown resulting from rising inflation and monetary tightening in Europe and the United States, indicating that the factors driving supply, cost, and economic risks have broadened. - FY2023-Q1WorsenedAnnual report
「Shortages of semiconductors and various components and soaring material prices have persisted, while the outlook remains uncertain amid supply-chain disruptions caused by the Russia-Ukraine situation and lockdowns in China under its zero-COVID policy.」
In addition to prolonged shortages of semiconductors and components and soaring material prices, the company cites supply-chain disruptions caused by the Russia-Ukraine situation and lockdowns in China, indicating that the factors driving supply and cost risks have broadened. - FY2022-Q3WorsenedAnnual report
「Shortages of semiconductors and various components and soaring material prices have persisted, keeping conditions challenging across the manufacturing sector and leaving the outlook uncertain.」
The company states that shortages of semiconductors and various components and soaring material prices have persisted, and that challenging conditions continue across the manufacturing sector. The main text also indicates impacts on multiple businesses through suspended product supplies and longer delivery times. - FY2022-Q2First statedAnnual report
「However, waves of COVID-19 infections continue to recur, while shortages of semiconductors and various components and soaring material prices have kept conditions challenging across the manufacturing sector, leaving the outlook uncertain.」
The company identified shortages of semiconductors and various components and soaring material prices as new external risks placing the manufacturing sector as a whole in a challenging environment. The main text also describes actual impacts, including suspended supplies and longer delivery times for imaging and video equipment and suspended supplies of air-conditioning equipment.