Uncertainty over the outlook due to the global semiconductor shortage
First written in FY2022-Q2. 4 of 8 entries say "Materialised", first in FY2023-Q1. Latest entry: FY2025.
Tomita 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 2022: 22 of 32 companies on the "Worse" side.
5 other companies' latest entry also says "Dropped".
- FY2025DroppedAnnual report
「Uncertainty about the outlook continues due to the impact of policy developments such as U.S. trade policy, China's economic slowdown, heightened geopolitical risks including the situation in the Middle East, and surging raw material and crude oil prices.」
In its description of the business environment and risks for the fiscal year, the company does not identify the global semiconductor shortage as a specific factor contributing to uncertainty. - FY2024-Q1MitigatedAnnual report
「North America The region is showing signs of recovery from stagnation caused by semiconductor shortages and other factors, with higher sales mainly due to increased orders from automobile manufacturers」
For North America's stagnation caused by semiconductor shortages and other factors, the company describes signs of recovery and increased orders from automobile manufacturers, indicating that some of the impact has eased. - FY2023MaterialisedAnnual report
「In some overseas countries, orders and sales declined because the operating days of plants of automobile manufacturers, the Group's main users, and demand for factory consumables were still recovering due to COVID-19 and shortages of semiconductors and other supplies.」
Shortages of semiconductors and other supplies and infectious diseases actually affected the business through delayed recovery in automobile manufacturers' plant operating days and demand for factory consumables, as well as lower orders and sales. - FY2023-Q3MaterialisedAnnual report
「Revenue declined year on year because shortages of semiconductors and certain components continued to lengthen machine tool delivery lead times, while the number of operating days at plants of automobile manufacturers, the Group's main users, and demand for factory consumables were still recovering.」
Shortages of semiconductors and certain components continue to affect actual business operations through longer machine tool delivery lead times and lower revenue. - FY2023-Q2MaterialisedAnnual report
「Revenue declined year on year because shortages of semiconductors and certain components continued to lengthen machine tool delivery lead times, while the number of operating days at plants of automobile manufacturers, the Group's main users, and demand for factory consumables were still recovering.」
Shortages of semiconductors and certain components continue to affect actual business operations through longer machine tool delivery lead times and lower revenue. - FY2023-Q1MaterialisedAnnual report
「Revenue declined year on year due to longer machine tool delivery lead times caused by shortages of semiconductors and certain components, fewer operating days at automobile manufacturers' plants, the Group's main users, and lower sales of factory consumables.」
Shortages of semiconductors and components actually affected results through longer machine tool delivery lead times, fewer operating days at automobile manufacturers' plants and lower sales of factory consumables. - FY2022Added prolonged semiconductor shortages and related risksAnnual report
「The business environment surrounding the Group is expected to remain uncertain, as raw material and crude oil prices have surged, the global semiconductor shortage has persisted, and Russia's invasion of Ukraine has further complicated the international situation, raising concerns about a slowdown in the global economy.」
The wording regarding the risk of a prolonged global semiconductor shortage, which was disclosed in the previous quarter, has been strengthened, with surging raw material and crude oil prices and the situation in Ukraine also mentioned. - FY2022-Q2First statedAnnual report
「Uncertainty about the outlook continues due to restrictions on socioeconomic activity under the state of emergency and the global semiconductor shortage, among other factors.」
The company explicitly identified the global semiconductor shortage for the first time as a factor contributing to uncertainty about the outlook, alongside restrictions on socioeconomic activity.