Risks of supply constraints and production adjustments stemming from the global semiconductor shortage
First written in FY2021. 4 of 12 entries say "Mitigated", first in FY2023. Latest entry: 2026-07-28.
Ryoden moved to the "Worse" side of this theme in 2026, 5 years after the typical company in this theme (2021).
The whole theme swung hardest in 2025: 9 of 28 companies on the "Worse" side.
12 other companies' latest entry also says "Materialised".
- 2026-07-28MaterialisedRevision of earnings forecasts
「In electronics, sales prices have risen because of memory shortages and higher prices resulting from a sharp increase in global demand from data centers, and operating income is expected to exceed the forecast.」
The previously cited concern over memory shortages has emerged as a factor behind higher prices, higher selling prices and the revision of the earnings forecast. - FY2026WorsenedAnnual report
「For memory products, procurement difficulties caused by tight supply and demand raise concerns that customers, including those in the automotive sector, may experience delays in production.」
Against a backdrop in which supply constraints caused by semiconductor and material shortages had eased to some extent, it newly identifies concerns over tight memory supply and demand, procurement difficulties and delays to customer production. - FY2024MitigatedAnnual report
「Supply chain disruptions caused by the semiconductor shortage subsided, and supply and demand were beginning to normalize, although there was some temporary adjustment following excessive orders and excess inventories during the shortage.」
It explains that supply chain disruptions caused by the semiconductor shortage subsided and that supply and demand were beginning to normalize. However, adjustments following excessive orders and excess inventories remained. - FY2024-Q2MitigatedAnnual report
「Supply chains recovered, and supply for rebound demand also remained firm.」
It explains that supply chains affected by shortages of electronic components and semiconductors recovered, while supply for rebound demand also remained firm, indicating that supply constraint risks continued to ease. - FY2024-Q1MitigatedAnnual report
「In the industries served by our Group, supply chain disruptions caused by global shortages of electronic components and semiconductors began to show signs of improvement, and production of products that had been stalled by parts shortages was also beginning to recover. However, some companies had begun adjusting inventories to rebalance supply and demand.」
It explains that supply chain disruptions caused by shortages of electronic components and semiconductors were showing signs of improvement and that production was also beginning to recover. Meanwhile, inventory adjustments to rebalance supply and demand had begun in some areas. - FY2023MitigatedAnnual report
「As supply chain disruptions recovered, semiconductor manufacturing equipment remained sluggish because production adjustments were made in response to declining overseas demand.」
It explains that supply chain disruptions were beginning to recover and that supply constraint risks had eased to some extent. However, production adjustments caused by declining overseas demand remained in semiconductor manufacturing equipment. - FY2023-Q3Gradual recovery and continuation of supply constraintsAnnual report
「As supply chain disruptions, including semiconductor and material shortages, gradually recovered, demand for controllers and other products for equipment manufacturers, including semiconductor manufacturing equipment and machine tools, remained strong.」
In FA systems, supply chain disruptions caused by semiconductor and material shortages are described as gradually recovering, while in electronics, supply chain disruptions continued. Easing and continuation of supply constraints coexisted. - FY2023-Q2RestatedAnnual report
「Although supply chain disruptions caused by shortages of semiconductors and materials and soaring raw material prices continued, demand for AC servos and CNC systems for equipment manufacturers, including semiconductor manufacturing equipment and machine tools, remained strong.」
Shortages of semiconductors and materials, soaring raw material prices and supply chain disruptions continued. In FA systems, demand for semiconductor manufacturing equipment and machine tools remained strong. - FY2023-Q1RestatedAnnual report
「However, ongoing supply chain disruptions caused by shortages of semiconductors and materials and soaring raw material prices affected the lead times for major products, including programmable controllers, inverters, AC servos and CNC systems.」
In addition to the semiconductor shortage, shortages of materials, soaring raw material prices and prolonged lead times for major products continued, and supply constraint risks remained a concern. - FY2022-Q3WorsenedAnnual report
「In the industries served by our Group, capital investment, particularly in industrial and machine tools, became more active and demand remained firm. However, production adjustments continued to be unavoidable across all industries because of shortages of raw materials and parts, in addition to the initial semiconductor shortage.」
In addition to the semiconductor shortage, shortages of raw materials and parts spread, and production adjustments remained unavoidable across all industries. Supply constraint risks expanded from semiconductors to broader shortages of materials, which materialized as actual production adjustments. - FY2022-Q2RestatedAnnual report
「In the industries served by our Group, demand for electronic components for automotive and industrial equipment remained elevated, and supply remained tight, including for materials.」
It explains that demand for electronic components for automotive and industrial equipment remained elevated, while supply remained tight, including for materials. Difficult supply conditions due to the global semiconductor shortage continued. - FY2021First statedAnnual report
「Although the global semiconductor shortage has already affected the business, including through longer lead times from suppliers, it had not had a material impact on the group's performance or financial position as of the end of the current consolidated fiscal year. However, if the situation becomes more severe or prolonged, it may affect the group's performance and financial position.」
The company explains that the global semiconductor shortage has already emerged in the form of longer supplier lead times, while having no material impact on performance or financial position as of the fiscal year-end. It identified the potential for further deterioration or prolongation as a major risk for the first time as a standalone item.