Semiconductor Shortages and Disruptions to International Logistics
First written in FY2023. 4 of 6 entries say "Restated". Latest entry: FY2025.
The whole theme swung hardest in 2022: 22 of 32 companies on the "Worse" side.
5 other companies' latest entry also says "Dropped".
- FY2025DroppedAnnual reportThis report does not identify semiconductor shortages and international logistics disruptions as a standalone operating-environment risk.
- FY2024RestatedAnnual report
「Although semiconductor shortages have reduced production of electronic boards and module boards for smartphones, we expect products related to autonomous driving and medical devices to continue to be produced steadily.」
The company continues to recognize the risk of production declines caused by semiconductor shortages while reducing its relative exposure by expanding into autonomous driving and medical devices. - FY2024-Q3RestatedAnnual report
「In mass-production processing, recovery began in the communications field after the start of the fiscal year, but demand recovery in automotive and medical fields remains difficult, so we have been restraining expenses.」
Although some recovery has occurred in mass-production processing, recovery in automotive and medical demand remains difficult and the effects of delayed recovery continue. - FY2024-Q2RestatedAnnual report
「In mass-production processing, some recovery began after the start of the fiscal year, but inventory adjustments have generally continued for an extended period, affecting the business.」
Prolonged inventory adjustments continue to affect mass-production processing, including automotive-related work. - FY2024-Q1RestatedAnnual report
「In mass-production processing, recovery in demand for automotive-related products, which had been forced to reduce production and adjust inventories during the COVID-19 pandemic, has been slower than forecast.」
The impact of automotive-related production cuts and inventory adjustments during the pandemic continues to appear as slower demand recovery. - FY2023MaterialisedAnnual report
「Production of end products declined because of semiconductor shortages caused by the COVID-19 pandemic and supply-chain disruptions, significantly affecting orders for mass-production processing in this business.」
The impact has appeared in actual results through lower mass-production orders in the micromachining business, whose revenue was 74.6% of the previous year’s level.