Manufacturing deterioration due to semiconductor shortages and surging resource material prices
First written in FY2022-Q2. 9 of 15 entries say "Worsened", first in FY2022. Latest entry: 2026-11-11.
Sankyo Kasei moved to the "Worse" side of this theme in 2024, 2 years after the typical company in this theme (2022).
The whole theme swung hardest in 2022: 11 of 18 companies on the "Worse" side.
4 other companies' latest entry also says "Worsened".
- FY2026WorsenedAnnual report
「Downside risks, including fluctuations in crude oil prices and rising interest rates, remain, while US tariff policy and geopolitical risks in particular are increasing uncertainty over external demand.」
In addition to uncertainty over resource and raw material prices and the external environment, US tariff policy, geopolitical risks and rising interest rates were explicitly identified as downside factors. - 2026-05-13WorsenedResults
「物価高や米国の通商政策の影響による輸出減速など外部環境の不透明感が継続しました」
物価高、米国通商政策、輸出減速などの外部環境の不透明感が継続した。 - FY2026-H1WorsenedAnnual report
「The end of the extreme-heat-related demand surge and persistently high raw material and logistics costs continued, while corporate earnings also came under pressure from delays in passing higher purchase prices through to selling prices.」
Elevated raw material and logistics costs, higher procurement unit prices, and delays in passing these increases on to selling prices continued to emerge as specific downward pressure factors for the manufacturing and sales environment. - FY2025-H1WorsenedAnnual report
「Stagnant personal consumption, increased cost burdens caused by rising raw material prices, and labor shortages exerted downward pressure, and conditions remained weak.」
Cost burdens from rising raw material prices and labor shortages continued to be identified explicitly as downward pressure factors for manufacturing and the business environment. - FY2024-Q2RestatedAnnual report
「The Japanese economy during the cumulative second quarter of the current consolidated fiscal period was on a moderate recovery trend following the full-scale easing of activity restrictions related to the COVID-19 pandemic, but remained weak under downward pressure from prolonged high resource and raw material prices and rising prices.」
The prolonged rise in resource and raw material prices and inflation continued to exert downward pressure on the business environment. - FY2024-Q1RestatedAnnual report
「During the first three months of the fiscal year, the Japanese economy was on a gradual recovery trend as restrictions on activity were eased further following the COVID-19 pandemic, but remained weak because of the prolonged elevation of resource and raw-material prices and inflation.」
The prolonged rise in resource and raw material prices and inflation continued to exert downward pressure on manufacturing and the business environment. - FY2023-Q3RestatedAnnual report
「Manufacturing remained volatile due to downward pressure from automobile production adjustments caused by semiconductor shortages, the prolonged rise in resource and raw material prices, and inflation driven by the rapid depreciation of the yen since spring 2022.」
Semiconductor shortages, automobile production adjustments, the prolonged rise in resource and raw material prices, and inflation caused by the rapid depreciation of the yen continued to be described as downward pressure factors for manufacturing. - FY2023-Q2RestatedAnnual report
「Manufacturing remained volatile due to downward pressure from automobile production adjustments caused by semiconductor shortages, the prolonged rise in resource and raw material prices, and inflation driven by the rapid depreciation of the yen since spring 2022.」
Semiconductor shortages, automobile production adjustments, the prolonged rise in resource and raw material prices, and inflation caused by the rapid depreciation of the yen continued to be described as downward pressure factors for manufacturing. - FY2023-Q1WorsenedAnnual report
「Manufacturing deteriorated somewhat against a backdrop of semiconductor shortages and urban lockdowns in Shanghai and elsewhere, as well as the impact of automobile production adjustments. In addition, the prolonged rise in resource and raw material prices following Russia's invasion of Ukraine, together with inflation driven by the rapid depreciation of the yen, has become a downward pressure factor,」
In addition to semiconductor shortages, urban lockdowns in Shanghai and elsewhere, and automobile production adjustments, the prolonged rise in resource and raw material prices and inflation caused by the rapid depreciation of the yen were described as factors contributing to deterioration in manufacturing. - FY2022WorsenedAnnual report
「Uncertainty about the outlook is increasing due to the profound changes in the international order brought about by the serious situation in Ukraine, the prolonged elevation of global resource and material prices, and strict restrictions on socioeconomic activity associated with the rapid spread of infections in China.」
Resource and material price inflation was described as a prolonged external environment rather than a temporary factor, with the situation in Ukraine and China's restrictions also added. - FY2022-Q3MaterialisedAnnual report
「Meanwhile, surging resource and material prices emerged as factors worsening conditions in manufacturing and other industries.」
Soaring resource and material prices emerged as a factor contributing to deterioration in manufacturing and other sectors. - FY2022-Q2First statedAnnual report
「In the latter half of the period, the effects of substantial automobile production cuts caused by the semiconductor shortage and the renewed spread of COVID-19 in Southeast Asia, together with surging resource and material prices, emerged as factors worsening conditions in the manufacturing industry.」
Semiconductor shortages, the resurgence of infections in Southeast Asia, substantial automobile production cuts, and soaring resource and material prices were described in a way that allowed them to be identified for the first time as an independent theme contributing to deterioration in the manufacturing sector.