Procurement Delays and Order Fulfillment Delays Due to the Global Semiconductor Shortage
First written in FY2022-Q2. 1 of 3 entries say "Materialised", first in FY2022-Q2. Latest entry: FY2023-Q3.
The whole theme swung hardest in 2024: 1 of 7 companies on the "Worse" side.
3 other companies' latest entry also says "Mitigated".
- FY2023-Q3MitigatedAnnual report
「Global semiconductor demand also softened, while signs of recovery emerged across various industries, including manufacturing.」
Regarding the procurement and supply delays caused by the semiconductor shortage noted previously, softer semiconductor demand and signs of recovery in manufacturing indicate that the business environment is shifting toward easing. - FY2022-Q3WorsenedAnnual report
「Overall, lockdowns in major Chinese cities and the semiconductor shortage delayed the supply of equipment handled by the group, extending project delivery times and leaving the group unable to fully fulfill orders, which affected its operating results.」
In addition to the procurement delays caused by the semiconductor shortage, lockdowns in major Chinese cities became an additional cause of supply delays, and extended delivery times, unfulfilled orders and the impact on results have continued. - FY2022-Q2MaterialisedAnnual report
「Overall, the semiconductor shortage caused delays in procuring the equipment handled by the group and extended delivery times, and the group remained unable to fully fulfill orders, affecting its operating results.」
The global semiconductor shortage has materialized in the form of procurement delays, extended delivery times, unfulfilled orders and an impact on operating results.