Supply Constraints Caused by Semiconductor Shortages and Supply Chain Disruptions
First written in FY2023-Q3. 2 of 3 entries say "Materialised", first in FY2024-Q1. Latest entry: 2026-08-12.
Daiwa Motor Transportation moved to the "Worse" side of this theme in 2023, 1 year after the typical company in this theme (2022).
The whole theme swung hardest in 2022: 100 of 160 companies on the "Worse" side.
29 other companies' latest entry also says "Materialised".
- 2026-08-12MaterialisedResults
「Supply restrictions and delays occurred for certain materials due to the impact of the situation in the Middle East.」
The Company stated that the existing supply constraint risk had materialized, with supply restrictions and delays for certain materials caused by the situation in the Middle East. - FY2024-Q1MaterialisedAnnual report
「During the first-quarter cumulative consolidated period, Japan's economy accelerated toward normalization from the impact of COVID-19, and consumption continued to expand on inbound tourism, the return of domestic demand and wage increases. However, prices of essential goods continued to rise due to natural disasters caused by global warming and shortages of goods caused by the semiconductor shortage, among other factors.」
It stated that the previously recognized semiconductor shortage and supply constraints had materialized in the economic environment as shortages of goods and rising prices for essential goods. - FY2023-Q3First statedAnnual report
「The business environment remained uncertain, including due to supply constraints caused by the semiconductor shortage and supply chain disruptions.」
It identified supply constraints caused by the semiconductor shortage and supply chain disruptions for the first time as factors contributing to uncertainty in the economic environment during the third-quarter cumulative consolidated period.