Downside Risk to the Domestic Economy from Shortages of Semiconductors and Other Components
First written in FY2022-Q2. 6 of 16 entries say "Mitigated", first in FY2025-H1. Latest entry: FY2026.
Japan Process Development moved to the "Worse" side of this theme in 2022, the same year as the typical company in this theme.
The whole theme swung hardest in 2020: 25 of 36 companies on the "Worse" side.
2 other companies' latest entry also says "Mitigated".
- FY2026MitigatedAnnual report
「Storage-device development performed well as the organization was expanded against the backdrop of a recovery in the semiconductor market.」
In response to the organization being scaled back due to the semiconductor market downturn in the previous fiscal year, the company reported an expanded organization against a backdrop of market recovery and strong performance. - FY2026-H1MitigatedAnnual report
「Storage-device development performed well as the organization was expanded against the backdrop of a recovery in the semiconductor market.」
The company reported that the organization was expanded against a backdrop of recovery in the semiconductor market and that performance was strong, indicating that the impact of the organization being scaled back due to the previous downturn in the semiconductor market has eased. - FY2025-H1MitigatedAnnual report
「Signs of recovery have recently begun to emerge in the previously sluggish semiconductor market. The organization for storage device development has been expanded gradually, while sales remained flat.」
The company indicated signs of recovery in the semiconductor market and is gradually expanding the organization for storage device development. It did not state that the effects of the market downturn had been completely eliminated. - FY2024-Q3MaterialisedAnnual report
「The organization for storage device development was scaled back due to the downturn in the semiconductor market.」
The deterioration in semiconductor market conditions has had a tangible business impact in the form of a smaller organization for storage device development. - FY2024-Q2ReframedAnnual report
「However, a downturn in overseas economies caused by surging resource and raw-material prices, global monetary tightening, and concerns over the outlook for the Chinese economy posed a downside risk to Japan's economy.」
Regarding external risks relating to parts and raw material prices and supply, the company has categorized the risks as an economic downturn caused by higher resource and raw material prices, global monetary tightening and concerns over the outlook for the Chinese economy. - FY2024-Q1RestatedAnnual report
「However, a downturn in overseas economies caused by surging resource and raw-material prices and global monetary tightening posed a downside risk to Japan's economy.」
Regarding external conditions relating to parts and raw material prices and supply, the company continues to identify the risk of an economic downturn caused by higher resource and raw material prices and global monetary tightening. - FY2023RestatedAnnual report
「However, a downturn in overseas economies caused by surging resource and raw-material prices associated with the prolonged Russian invasion of Ukraine and global monetary tightening posed a downside risk to Japan's economy.」
Following parts supply shortages and price trends, the company continues to identify a downturn in the economy caused by higher resource and raw material prices and global monetary tightening as an external risk. - FY2023-Q3RestatedAnnual report
「However, a downturn in overseas economies caused by surging resource and raw-material prices associated with the prolonged Russian invasion of Ukraine and global monetary tightening posed a downside risk to Japan's economy.」
The company continues to identify a downturn in overseas economies caused by higher resource and raw material prices and global monetary tightening as an external risk relating to parts and raw material prices and supply conditions. - FY2023-Q2WorsenedAnnual report
「However, higher resource and raw material prices resulting from the prolonged Russian invasion of Ukraine, along with a downturn in overseas economies caused by global monetary tightening, pose risks of putting downward pressure on the Japanese economy.」
In addition to parts supply shortages and price trends, higher resource and raw material prices resulting from the prolonged invasion of Ukraine and global monetary tightening have been identified as downside risks to the economy. - FY2023-Q1WorsenedAnnual report
「However, close attention was required regarding downside risks to the domestic economy, including surging resource and raw-material prices associated with the prolonged Russian invasion of Ukraine and mounting inflationary pressure resulting from the rapid depreciation of the yen.」
In addition to parts supply shortages, higher resource and raw material prices associated with the situation in Ukraine and inflationary pressure from the weaker yen have been identified as supply- and price-related risks. - FY2022WorsenedAnnual report
「Meanwhile, the economic outlook remained uncertain due to the risk of new variants emerging, supply-chain disruptions related to the situation in Ukraine, and surging prices for various raw materials, including crude oil.」
In addition to parts supply shortages, supply chain disruptions associated with the situation in Ukraine and higher raw material prices have newly emerged as specific external risks relating to supply and prices. - FY2022-Q3WorsenedAnnual report
「Meanwhile, close attention was required regarding downside risks to the domestic economy arising from priority preventive measures to prevent the spread of disease in response to more infectious variants, as well as shortages and price trends for various components, including semiconductors.」
In addition to parts supply shortages, price trends were explicitly identified as a factor that could drive a downturn in the domestic economy, giving greater specificity to supply-side risks. - FY2022-Q2First statedAnnual report
「Meanwhile, close attention was required regarding downside risks to the domestic economy arising from concerns over more infectious variants and shortages of various components, including semiconductors.」
The company explicitly identified, for the first time, shortages of semiconductors and various other parts as a new external risk that could lead to a downturn in the domestic economy.