Supply and geopolitical risks from rising semiconductor demand, U.S.-China rivalry and concentration in Taiwan
First written in FY2025-H1. 1 of 2 entries say "Restated". Latest entry: FY2026-H1.
2 other companies' latest entry also says "Restated".
- FY2026-H1RestatedAnnual report
「During the current interim consolidated accounting period, there were no new business or other risks, nor any material changes to the business or other risks described in the securities report for the previous fiscal year.」
半導体需要増加・米中覇権争い・台湾一極集中による供給・地政学リスクについて、新たな発生や重要な変更がないと記載している。 - FY2025-H1First statedAnnual report
「As global demand for semiconductors is expected to rise, supply-side conditions are becoming increasingly unstable because of the U.S.-China struggle for dominance in semiconductors and the growing geopolitical risk arising from the concentration of semiconductor foundries in Taiwan. Strengthening Japan's domestic semiconductor self-sufficiency is therefore becoming an increasingly important challenge.」
First identifies rising semiconductor demand, U.S.-China rivalry and concentration of foundries in Taiwan as drivers of supply and geopolitical risk underlying entry into the semiconductor business.