Risk of Business Impact from Semiconductor Supply Shortages
First written in FY2021. 6 of 10 entries say "Materialised", first in FY2022-Q2. Latest entry: FY2024-Q3.
Nippo moved to the "Worse" side of this theme in 2022, 1 year after the typical company in this theme (2021).
The whole theme swung hardest in 2025: 9 of 28 companies on the "Worse" side.
13 other companies' latest entry also says "Materialised".
- FY2024-Q3MaterialisedAnnual report
「The segment continued to be affected by reduced production at the Thailand (Korat) plant, where orders for printer-related components were affected by changes in customers' production plans. In addition, orders for medical-equipment components and printer-related components from the Vietnam and Philippines plants remained strong.」
The impact of customer production cuts related to shortages of semiconductors and electronic components continued to affect printer-related components at the Thailand (Korat) plant. Meanwhile, orders for medical-equipment components and orders from the Vietnam and Philippines plants remained strong. - FY2024-Q2MaterialisedAnnual report
「The segment operated with strong orders for medical-equipment components at the Thailand (Korat) plant and for printer-related components at the Vietnam and Philippines plants, although the Thailand (Korat) plant was affected by reduced production resulting from changes in customers' supply chains and shortages of semiconductors and electronic components.」
Shortages of semiconductors and electronic components actually emerged in business results as the impact of reduced customer production at the Thailand (Korat) plant. Meanwhile, orders for medical-equipment components and orders from the Vietnam and Philippines plants remained strong. - FY2024-Q1RestatedAnnual report
「Meanwhile, the business environment surrounding the Group included the fact that the semiconductor shortage problem remained unresolved in some industries and regions, among other factors.」
The semiconductor shortage remained unresolved in some industries and regions, and its impact on the business continued, including reduced production at the Thailand (Korat) plant in the Medical and Precision Equipment business due to the shortage. - FY2023-Q3MaterialisedAnnual report
「The segment operated with strong orders for wiring-board materials for telecommunications base stations and servers, the dry-film business at the Vietnam plant and the carrier business for wafer polishing at the Okinawa plant, while being affected by smartphone-related materials, which had entered an adjustment phase, and supply-chain disruptions caused by China's lockdowns.」
Shortages of semiconductors and electronic components and supply-chain disruptions caused by China's lockdowns continued to have an actual impact on some orders in the Electronics business. - FY2023-Q1MaterialisedAnnual report
「The segment operated with strong orders for medical-equipment components, but continued to be affected by downward revisions to customers' production plans due to shortages of semiconductors and electronic components, while orders for printer-related components could not proceed as planned.」
Shortages of semiconductors and electronic components had an actual impact on the Medical and Precision Equipment business through downward revisions to customers' production plans and delays in orders for printer-related components. - FY2022WorsenedAnnual report
「At present, we view three risks as issues to be addressed: worsening semiconductor shortages, the spread of COVID-19 variants, and the prolonged or worsening surge in resource prices.」
Semiconductor shortages were positioned as a major current issue, with the risk of worsening beyond a mere concern. The full-year disclosure also described a slowdown in customers' recovery production and impacts on manufacturing sites. - FY2022-Q3MaterialisedAnnual report
「The segment operated with strong orders for materials related to electronic components and polishing carriers at the Okinawa plant, supported by robust demand for semiconductors and electronic components, although dry film from the Vietnam plant used in the manufacturing processes for smartphones and other products was negatively affected by shortages of semiconductors and electronic components. As a result, segment sales for the nine months ended the third quarter were ¥12,386 million (¥13,333 million in the same period of the previous year), and segment profit was ¥967 million (up 18.9% year on year).」
Shortages of semiconductors and electronic components had an actual negative impact on dry film from the Vietnam plant. Meanwhile, orders for related materials and polishing carriers remained strong, and Electronics segment profit was ¥967 million. - FY2022-Q2MaterialisedAnnual report
「During the six months ended the second quarter of the current fiscal year, the business environment surrounding the Group was affected at manufacturing sites in various countries by production adjustments at its major customers, automotive-parts and printer manufacturers, amid shortages of semiconductors and electronic components resulting from the spread of COVID-19.」
Shortages of semiconductors and electronic components actually emerged as production adjustments by major customers and impacts on manufacturing sites in various countries. - FY2022-Q1MitigatedAnnual report
「During the cumulative first quarter of the consolidated fiscal year, the Group was concerned about production cuts resulting from shortages of synthetic resin raw materials and semiconductor supplies and the spread of the novel coronavirus disease, but fortunately the impact was limited.」
Although semiconductor shortages were a concern, it was stated that their impact during the quarter was limited. - FY2021First statedAnnual report
「In addition to the spread of COVID-19, the external environment presented three concerns: a shortage of synthetic-resin raw materials caused by a cold wave in the United States in February this year, and a shortage of semiconductors, although」
A semiconductor shortage was explicitly identified for the first time as an external-environment concern alongside COVID-19 and shortages of synthetic-resin raw materials.