Supply constraints from higher resource prices, semiconductor shortages, and logistics disruptions
First written in FY2022. 2 of 3 entries say "Mitigated", first in FY2023-Q2. Latest entry: FY2024-Q2.
The whole theme swung hardest in 2026: 12 of 14 companies on the "Worse" side.
6 other companies' latest entry also says "Mitigated".
- FY2024-Q2MitigatedAnnual report
「Although corporate production weakened because of the impact of lockdowns in China, supply constraints eased recently, resulting in a rebound in production.」
Although there was temporary weakness caused by lockdowns in China, supply constraints, including semiconductor shortages, have eased recently, resulting in a rebound in production. - FY2023-Q2MitigatedAnnual report
「Although corporate production weakened because of the impact of lockdowns in China, supply constraints eased recently, resulting in a rebound in production.」
Although there was temporary weakness caused by lockdowns in China, supply constraints, including semiconductor shortages, have eased recently, resulting in a rebound in production. Meanwhile, downward pressure on corporate earnings from the sharp depreciation of the yen and soaring resource prices remains. - FY2022First statedAnnual report
「Corporate production initially trended upward, driven by the early recovery of the U.S. and Chinese economies. However, production weakened somewhat from midyear onward as supply constraints intensified because of semiconductor shortages, the global spread of infection, labor shortages, and logistics disruptions.」
Semiconductor shortages, labor shortages, and logistics disruptions are identified as new external risks in the operating environment, alongside higher resource prices and the spread of infection.