To go into somewhat more detail, in the corporate sector, global supply-demand conditions of semiconductors and related products remain tight, as the trend of rapid expansion in demand for digital-related goods continues.
In such a situation, if any kind of supply-side shock occurs, such as the constraints on parts supplies triggered by surging COVID-19 cases in ASEAN countries around summer 2021, there is a risk that exports and production will be pushed down again through supply-chain disruptions.