Emergence of Global Supply Chain Risks
First written in FY2021-Q1. 3 of 11 entries say "Materialised", first in FY2021-Q1. Latest entry: FY2024-Q1.
Computer Engineering & Consulting moved to the "Worse" side of this theme in 2020, 2 years before the typical company in this theme (2022).
The whole theme swung hardest in 2022: 99 of 155 companies on the "Worse" side.
20 other companies' latest entry also says "Mitigated".
- FY2024-Q1MitigatedAnnual report
「In the core businesses, the impact of unprofitable projects still being addressed remained within expectations, while the ICT infrastructure construction business performed well as semiconductor supply conditions normalized.」
The company reported the normalisation of the supply system and strong performance in the ICT infrastructure construction business, which had been affected by the semiconductor supply shortage. - FY2023MitigatedAnnual report
「In the ICT infrastructure construction business, a core business, the semiconductor supply system normalised, contributing to revenue.」
The semiconductor supply system normalised in the ICT infrastructure construction business, which had been affected by the supply shortage, and the company reported a contribution to revenue. - FY2023-Q3MitigatedAnnual report
「In addition, as semiconductor supplies recovered in the infrastructure construction business, a core business, revenue increased to ¥22,978 million, up ¥1,086 million, or 5.0%, year on year.」
In the infrastructure construction business, which had been affected by the semiconductor supply shortage, supplies recovered and revenue increased 5.0% year on year. - FY2023-Q2RestatedAnnual report
「Meanwhile, the infrastructure construction business, a core business, continued to be affected by stalled sales negotiations due to the semiconductor supply shortage.」
Stalled sales negotiations in the infrastructure construction business due to the semiconductor supply shortage continued during the quarter. - FY2023-Q1RestatedAnnual report
「Within the company’s core business areas, the infrastructure construction business was affected by stalled sales negotiations due to the semiconductor supply shortage, resulting in lower revenue.」
The semiconductor supply shortage continued, and its business impact in the form of stalled sales negotiations and lower revenue in the infrastructure construction business was also reported for the quarter. - FY2022WorsenedAnnual report
「The outlook remains uncertain due to the semiconductor supply shortage and soaring raw material prices, among other factors.」
In addition to business disruptions caused by the semiconductor supply shortage, soaring raw material prices became another source of uncertainty in the supply chain and business environment. - FY2022-Q3MaterialisedAnnual report
「Unsuccessful bids and delivery delays in the infrastructure construction business caused by the global semiconductor supply shortage」
The semiconductor supply shortage emerged as a specific business impact in the form of unsuccessful bids and delivery delays in the infrastructure construction business. - FY2022-Q2RestatedAnnual report
「During the first six months of the fiscal year, the Japanese economy remained on a recovery path, led by the manufacturing sector, where exports were strong against the backdrop of a recovery in overseas economies. However, the outlook for domestic economic conditions remains uncertain due to the renewed spread of infections caused by COVID-19 variants and the growing shortage of semiconductor supplies.」
The company indicated that supply chain constraints, including the emergence of a semiconductor supply shortage, were continuing. - FY2022-Q1MaterialisedAnnual report
「The outlook for the domestic economy remains uncertain due to the nationwide spread of COVID-19 variants and the emergence of semiconductor supply shortages, among other factors.」
The company stated that the semiconductor supply shortage had actually emerged in connection with the previously identified global supply chain risks. - FY2021DroppedAnnual reportThe current year's business and other risks section contains no separate discussion of the emergence of global supply chain risks.
- FY2021-Q1MaterialisedAnnual report
「Moreover, as restrictions on movement and lower facility utilisation rates persist, supply chain risks associated with globalisation have emerged, leaving the outlook for the global economy, as well as the domestic economy, uncertain.」
The company stated that, in connection with the impact of COVID-19, supply chain risks associated with globalisation had emerged alongside restrictions on movement and lower facility utilisation rates.