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Kaga Electronics (8154) · InitiativeAdvanced

Procurement and Substitute Product Proposals in Response to Tight Supply of Electronic Components

First written in FY2019-Q1. 8 of 14 entries say "Restated". Latest entry: 2026-08-13.

14entries
9years
4from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2019-Q1 – FY20232018: 220182019: 120192020: 020202021: 120212022: 320222023: 220232024: 020242025: 020252026: 52026
Same theme, other companies
Response to Electronic Component Shortages Through Alternative Sourcing and Design ChangesA theme 8 companies write about · 1 as a headwind · 7 as a tailwind

5 other companies' latest entry also says "Advanced".

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.
Full recordFilings, disclosures and news, newest first
  1. FY2026AdvancedAnnual report

    「In the component sales business, the company actively pursued spot sales in response to tight supply and demand for memory products.」

    In response to tight supply and demand for memory products, the company pursued spot sales by leveraging its procurement capabilities as an independent trading company. Spot sales, centered on general-purpose memory, amounted to approximately ¥41.1 billion.
  2. 2026-05-14AdvancedRevision of earnings forecasts

    「In response to tight supply and demand for certain semiconductor products, we pursued spot sales of approximately ¥41.1 billion by leveraging our procurement capabilities as an independent distributor.」

    Specified that approximately ¥41.1 billion in spot sales were conducted using procurement capabilities in response to tight supply and demand.
  3. FY2023RestatedAnnual report

    「Meanwhile, for certain products for automotive applications that continued to face supply shortages, the Group made a concerted effort to secure sales volumes and propose alternative products, drawing on its procurement capabilities as an independent trading company.」

    For certain products for automotive applications that continued to face supply shortages, the company continued to secure sufficient volumes through its procurement capabilities and propose alternative products.
  4. FY2023-Q3RestatedAnnual report

    「Meanwhile, for certain products for automotive applications that continued to face supply shortages, the Group made a concerted effort to secure sales volumes and propose alternative products, drawing on its procurement capabilities as an independent trading company.」

    As supply shortages continued for certain products for automotive applications, the company continued to secure sufficient volumes through its procurement capabilities as an independent trading company and propose alternative products.
  5. FY2023-Q2RestatedAnnual report

    「Although tight supply and demand for semiconductors and electronic components, which has continued since the previous consolidated fiscal year, eased for some materials, the company worked actively to secure sales volumes and propose alternative products for customers in automotive and industrial equipment applications, where supply shortages continued, drawing on its procurement capabilities as an independent trading company.」

    Although tight supply and demand eased in some areas, the company continued to secure sufficient volumes and propose alternative products for automotive and industrial equipment applications by leveraging its procurement capabilities.
  6. FY2023-Q1Additional measures for intergroup sourcing and process management during the Shanghai lockdownAnnual report

    「Although operations were affected by the lockdown in Shanghai, China, the company continued operations and minimized the impact by sharing procurement and sales routes among Group companies in China and implementing rigorous process management.」

    In addition to leveraging its procurement capabilities to address shortages of electronic components, the company responded to the lockdown in Shanghai, China by sharing procurement and sales routes among Group companies and implementing rigorous process management.
  7. FY2022-Q3RestatedAnnual report

    「In this business, the component sales business prioritized securing sufficient volumes to meet strong demand across a wide range of industries, drawing on the procurement capabilities that are a strength of the company as an independent trading company while prolonged tight supply and demand for semiconductors and electronic components continued. Although lockdowns associated with the spread of COVID-19 and production-line stoppages caused by component shortages occurred at some factories, the company worked to reduce the impact through rigorous process management, including close coordination with customer factories.」

    As a response to tight supply and demand, the company prioritized securing sufficient volumes and worked to mitigate the impact at factories affected by production-line stoppages by strengthening coordination with customer factories and implementing rigorous process management.
  8. FY2022-Q2RestatedAnnual report

    「The component sales business increased revenue by responding to strong demand across a wide range of industries, drawing on the procurement capabilities that are a strength of the company as an independent trading company while tight supply and demand for semiconductors and electronic components continued. Although lockdowns associated with the spread of COVID-19 and production-line stoppages caused by shortages of electronic components occurred at some factories, the company worked to mitigate the impact through rigorous process management.」

    The company responded to strong demand by leveraging its procurement capabilities as an independent trading company and worked to mitigate the impact of production-line stoppages at some factories caused by shortages of electronic components through rigorous process management.
  9. FY2019-Q3RestatedAnnual report

    「Tight supply and demand for certain electronic components, including power semiconductors and capacitors, which became apparent in the latter half of the previous consolidated fiscal year, remained particularly severe for automotive and air-conditioning applications. We made every effort to minimize the impact on the Group's business activities through component procurement and proposals for alternative products, drawing on our comprehensive capabilities as an independent trading company.」

    Amid continued tight supply and demand for electronic components, particularly in automotive and air-conditioning applications, the company continues to implement measures to mitigate the impact through component procurement and proposals for alternative products.
  10. FY2019-Q2RestatedAnnual report

    「We made every effort to minimize the impact on the Group's business activities through component procurement and proposals for alternative products, drawing on our comprehensive capabilities as an independent trading company.」

    The company continues to implement measures to mitigate the impact of tight supply and demand through its component procurement capabilities and proposals for alternative products as an independent trading company.
  11. FY2019-Q1First statedAnnual report

    「We worked to minimize the impact on the Group's business activities through component procurement and proposals for alternative products, drawing on our comprehensive capabilities as an independent trading company.」

    In response to tight supply and demand for power semiconductors, capacitors and other products, the company is working to mitigate the impact by leveraging its procurement capabilities and proposing alternative products as an independent trading company.
Moved together

"Improving Revenue Growth and ROE" moved the same way as this thread, in the same document, in 3 of its 14 moves.

332222★123456
  1. ★This thread
  2. 1Improving Revenue Growth and ROE3×
  3. 2Strong performance in the EMS business for electronic equipment in Japan and overseas3×
  4. 3Tender offer aimed at making Shinko Shoji Co.,Ltd. a wholly owned subsidiary2×
  5. 4Payment of dividends to shareholders2×
  6. 5Cash Allocation to Growth Investments and Shareholder Returns2×
  7. 6Tender offer aimed at making Kyoei Sangyo Co., Ltd. a wholly owned subsidiary2×

★ is this thread; numbers match the list above. The number on a line is how many documents both moved the same way in; lines between the other threads count the documents they moved together in too. Threads that move together often sit closer.

When this could move next
No upcoming earnings preview for Kaga Electronics yet. It last moved in the Earnings of 2026-08-13: "Advanced".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Procurement and Substitute Product Proposals in Response to Tight Supply of Electronic Components | KAGA ELECTRONICS CO.,LTD. (8154) | Komori