Supply Chain Matters

MARCH 21, 2024

Supply Chain Matters provides added perspectives to this week’s announced developments involving planned U.S. semiconductor fab investments. U.S. Chips and Science Agreement Funds Release This week the Biden Administration announced a grant of up to $8.5 billion to Intel to aide in the funding and the construction of proposed advanced semiconductor fabrication facilities within four different U.S. states.

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Supply Chain Matters

MARCH 21, 2024

Supply Chain Matters provides an additional commentary relative to ongoing developments related to global semiconductor supply chain networks. In our prior published commentary, we provided perspectives relative to announcements this week from Intel and the Biden Administration regarding significant fabrication and associated supply network investments in U.S. based facilities destined to produce the most advanced semiconductor devices domestically.

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Supply Chain Matters

MARCH 19, 2024

Supply Chain Matters provides a perspective of Generative AI ’s timeline on supply chain business processes and the importance of continuing business systems support during that transitionary period. The Quest for Generative AI Skills This week a published report from The Wall Street Journal titled: Tech Job Seekers Without AI Skills Face A new Reality (Paid subscription), captured our Supply Chain Matters attention.

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Supply Chain Matters

MARCH 18, 2024

Global retailer Walmart aims to provide supply chain focused technology to help other retailers and businesses to broaden their customer fulfilment and logistics support capabilities. According to a published report from Bloomberg , the retailer is offering the software after building the service out and using it internally over the past two and a half years, and helping to save $90 million in one year.

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Supply Chain Matters

MARCH 14, 2024

Supply Chain Matters draws reader attention to a published report profiling luxury auto maker BMW ’s strides in electrical vehicle production. Performance in Electric Vehicle Production The New York Times published report, BMW Is a Surprise in Electric Vehicles (Paid subscription or metered view) is a noteworthy and insightful read. The report highlights the luxury automaker’s production approach where electronic powered model vehicles not only have the same appearance of gasoline powered mod

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Supply Chain Matters

MARCH 12, 2024

The Supply Chain Matters blog provides a further update on the ongoing production quality, corporate reputational and cultural challenges that collectively surround commercial aircraft producer Boeing. In our last two reader updates, we addressed both the financial and operational challenges for Boeing if it moves ahead with the speculated internal re-integration of fuselage major components supplier Spirit AeroSystems.

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Supply Chain Matters

MARCH 5, 2024

Supply Chain Matters provides highlights of reported February 2024 global and regional production and supply chain PMI indices. Overall, global activity reportedly showed signs of increased production output for consumer goods production levels but continued muted growth for intermediate supply network and investment goods production levels. Slight Rise in Global Wide Production Activity Global-wide manufacturing levels as depicted in the J.P.

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Supply Chain Matters

FEBRUARY 22, 2024

Supply Chain Matters provides highlights and added perspectives to retailer Walmart’s report of Q4 and Fiscal 2024 financial and operational performance. Background Our Supply Chain Matters blog commentaries reflectiving on retail industry supply chain performance have been focused on the various market, supply chain and customer fulfillment challenges that retailers have been addressing in the pre and post-pandemic period.

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Supply Chain Matters

FEBRUARY 14, 2024

Supply Chain Matters provides our latest update regarding the Red Sea Transport disruption impacting transport movements to and from European and Asian ports. Our prior published update was on January 19 th. As we have noted in this thread of updates, to a further extent, shipments from Asia eastward that traverse the Panama Canal are an important added backdrop to ocean transport disruption impacts.

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Supply Chain Matters

FEBRUARY 14, 2024

The Supply Chain Matters blog features its latest full edition of This Week in Supply Chain Technology. This column serves as a news capsule of specific developments occurring in the supply chain technology sector. Our prior full edition of this column was published on January 19 t h. In this week’s edition, we include developments or announcements involving: Blue Yonder and flexis Logility EV parcel van producer Arrival Amazon’s Industrial Innovation Fund Oracle’s Fusion Supply Cloud Supply Cha

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Supply Chain Matters

FEBRUARY 12, 2024

In what will likely be considered as a sudden and likely unexpected development, SAP SE announced yesterday a significant change in this technology provider’s overall management and investor oversight structure. The Announcement The Supervisory Board of SAP SE has reportedly nominated Mr. Pekka Ala-Pietilä to stand for election as a new member of the Supervisory Board.

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Supply Chain Matters

FEBRUARY 12, 2024

The Ferrari Consulting and Research Group highlights a 2024 prediction of added labor activism continuing across industry supply chains in 2024. Such activism is manifested not only in labor contract actions or strike actions, but on increasing concerns on the part of a broader swarth of workers relative to job security and a more equitable sharing of the financial benefits of employers.

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Supply Chain Matters

FEBRUARY 7, 2024

Supply Chain Matters highlights for readers the implications of Amazon’s ongoing global and domestic operational and last mile fulfillment network. We believe that these inventory management, customer and last-mile fulfillment strategies will have industry wide implications in terms of competitive stakes and cost-to-serve. Background In our previously published blog commentary, Amazon’s Noteworthy 2023 Financial Performance , provided our readers highlights and perspectives of Amazon ’s recent

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Supply Chain Matters

FEBRUARY 7, 2024

Supply Chain Matters provides highlights and perspectives of Amazon’s recently reported Q4 and full year 2023 financial performance. In our prior Supply Chain Matters commentaries specifically related to the 2023 holiday fulfillment period, we cited online retail providers A mazon , Target , and Walmart as the three bellwethers to focus on regarding the actual revenues, profitability and fulfillment strategies that will shape future industry moves.

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Supply Chain Matters

FEBRUARY 5, 2024

Key industry supply chain bellwether firm Samsung Electronics reported Q4 and full year 2023 financial performance, headlined as being the weakest profitability levels in a decade. Supply Chain Matters depicts Samsung Electronics as an industry supply chain bellwether because of the company’s unique business model as being a smartphone, consumer electronics and appliance producer, as well as a key industry-wide supplier and technology innovator.

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Supply Chain Matters

FEBRUARY 5, 2024

Supply Chain Matters provides a monthly highlights of reported January 2024 global and regional production and supply chain PMI indices. Overall, global activity reportedly showed signs of increased production output and corresponding activity levels, but the gains were mostly in developing and lower-cost regions. Global Production Activity Rise Global-wide manufacturing levels as depicted in the J.P.

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Supply Chain Matters

FEBRUARY 2, 2024

Supply Chain Matters provides highlights of Boeing ’s latest report of 2023 financial performance along with added and growing implications from the latest 737 MAX 9 aircraft door plug blowout incident. Latest Financial Performance Report U.S. based commercial aircraft designer and producer Boeing reported both Q4 and full year 2023 financial performance this week.

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Supply Chain Matters

JANUARY 26, 2024

The Supply Chain Matters blog provides our latest January 26 update on commercial aircraft producer Boeing ongoing efforts to address the implications of the 737 MAX 9 door plug in-air blowout incident. Background As highlighted in our original commentary , in early January, an Alaska Airlines Boeing 737 MAX 9 aircraft flying at 16,000 feet experienced a main cabin decompression as a result of a rear exit fuselage door plug blowing out.

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Supply Chain Matters

JANUARY 24, 2024

Supply Chain Matters provides highlights of B2B, and ERP Cloud based software provider SAP SE’s formal reporting of Q4 and fiscal full year 2023 financial performance. 2023 Financial Performance Highlights This week, SAP’s report of Q4 and fiscal full year 2023 financial performance were provided with an overall theme of delivering and/or exceeding investor and market expectations.

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Supply Chain Matters

JANUARY 24, 2024

B2B and ERP Cloud based software provider SAP SE has announced the launch of a 2024 corporate restructuring program. The news came in conjunction with the global technology provider’s reporting of Q4-2023 and full-year 2023 financial performance which was highlighted in our prior Supply Chain Matters posting. Corporate Restructuring In conjunction with the formal reporting of both Q4-2023 and full year 2023 financial performance results, the Germany based technology provider announced what was d

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Supply Chain Matters

JANUARY 19, 2024

The Supply Chain Matters blog provides our readers with a further update on the ongoing Red Sea shipping disruption including added context and implications. Background Just before the Christmas 2023 holiday, Supply Chain Matters alerted our readers to rather troubling signs for another global-wide shipping disruption. Just about one month since our initial alert, industry and general business media continue to echo the importance and ongoing impacts that the Red Sea serves as a major shipping

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Supply Chain Matters

JANUARY 19, 2024

The Ferrari Consulting and Research Group announces the general availability of our newest published Research Advisory – 2024 Predictions for Industry and Global Supply Chains. Since our inception as an independent supply chain management industry analyst advisory services firm, The Ferrari Consulting and Research Group has published a series of supply chain management focused annual predictions which are produced to advise our clients and global supply chain management teams as to what

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Supply Chain Matters

JANUARY 19, 2024

Our Supply Chain Matters This Week in Supply Chain Tech column has had a brisk start in our 2024 postings, and we have added this supplemental posting. In our initial 2024 posting last week, we highlighted two acquisitions related to supply chain technology providers. In this edition, we highlight added rounds of investment in supply chain tech providers.

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Supply Chain Matters

JANUARY 17, 2024

Supply Chain Matters highlights an announcement from ERP and Cloud applications technology provider SAP SE regarding two changes in this provider’s Executive Board. The Announcement Last week global based ERP , B2B and Cloud applications technology provider SAP announced two changes to the company’s Executive Board. The announcement came from Professor Hasso Plattner, Chair of the Supervisory Board of SAP.

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Supply Chain Matters

JANUARY 17, 2024

The Ferrari Consulting and Research Group through its affiliate the Supply Chain Matters blog shares excerpts of our fifth prediction that will be included in our Annual 2024 Predictions for Industry and Global Supply Chains Research Advisory. In our first posting related to this series, we shared excerpts from our first prediction , which sets the overall context and perspectives for supply chain management teams in the coming year.

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Supply Chain Matters

JANUARY 8, 2024

Supply Chain Matters provides a further installment in our global supply chain assessment in the highlights on reported December 2023, Q3-2023, and full year global and regional production and supply chain PMI indices. Global Production Continues to Contract Global-wide manufacturing levels as depicted in the J.P. Morgan Global Manufacturing PMI® ended 2023 on a noted lackluster footing.

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Supply Chain Matters

JANUARY 8, 2024

Supply Chain Matters highlights commercial aircraft producer Boeing ’s latest production and supply network challenge that occurred this weekend. Latest Incident On Friday of last week, an Alaska Airlines Boeing 737 MAX 9 aircraft flying at 16,000 feet experienced a main cabin decompression as a result of a rear exit fuselage door plug blowing out.

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Supply Chain Matters

DECEMBER 29, 2023

The Supply Chain Matters blog provides what is likely to be a final commentary of the year 2023, now amounting to in excess of 270 authored commentaries. We first want to express to all of our global-wide readers our best wishes for a prosperous and rewarding new calendar year, and soon, a new Lunar New Year. We look forward to assisting and informing multi-industry supply chain management teams in areas of supply chain business process, advanced technology, talent management and skills needs a

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Supply Chain Matters

DECEMBER 28, 2023

An initial estimate of this year’s retail holiday spending indicates a mixed bag, depending on either retail industry, consumer goods producer or logistics and transportation industry perspectives. Mastercard SpendingPulse Data Payments processing firm Mastercard Spending Pulse indicated this week that U.S. retail sales for the period that spanned November 1 through December 24 rose 3.1 percent.

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Supply Chain Matters

DECEMBER 28, 2023

Background In various Supply Chain Matters blog commentaries, this supply chain technology industry analyst has raised awareness, perspectives and added focus to the critical importance of establishing synchronous processes and more timely decision making across an end-to-end supply chain network. Our published research advisories and blog commentaries have focused upon addressing the needs, challenges, and ultimate benefits for businesses in establishing an integrated and more synchronized B2B

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Supply Chain Matters

DECEMBER 20, 2023

Supply Chain Matters alerts clients and readers to a potential replay of the 2021 disruption in global shipping and cascading supply chain disruption as a result of recent events. Background Multi-industry supply chain teams are currently occupied with supporting activities in insuring that end of year customer and business commitments are accomplished, after yet another challenging year.

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Supply Chain Matters

DECEMBER 20, 2023

In this special edition of Supply Chain Matters This Week in Supply Chain Technology , we highlight an announcement of added capabilities being planned for the Amazon AWS Supply Chain B2B Cloud. Background Just over a year ago, this column provided highlights of a new supply chain control layer platform announcement from Amazon’s AWS Cloud computing division.

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Supply Chain Matters

DECEMBER 19, 2023

The Supply Chain Matters blog announces the publishing of our latest recorded podcast episode: Assessing the Business Value of LLMs and Chat GPT- What Should Businesses and Supply Chains Anticipate in 2024 and Beyond. Our invited thought leader guest for this episode is Fred Laluyaux, a thought leader on the future of work and the CEO of Aera Technology , a technology provider transforming the future of work leveraging Decision Intelligence.

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Supply Chain Matters

DECEMBER 13, 2023

During the past several days there have been two significant developments related to the latest advanced AI technology such as Large Language Models and ChatGPT. Reported Sweeping EU Legislation Last week European lawmakers reached a deal in what is being characterized as sweeping legislation related to the use and purposes of artificial intelligence based technologies.

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Supply Chain Matters

DECEMBER 12, 2023

The Supply Chain Matters blog announces the publishing of our latest recorded podcast episode: What Should Supply Chain Leaders Expect in 2024. Our podcast conversation focuses on business C-Suite expectations of supply chain leaders in the coming year. Our invited thought leader guest for this episode is Radu Palamariu, Managing Director , Alcott Global, an international executive search firm focused on supply chain operations and senior leadership needs.

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Supply Chain Matters

DECEMBER 4, 2023

Supply Chain Matters provides a further global supply chain assessment in the highlights and added insights on reported November 2023 global and regional production and supply chain PMI indices. In our prior highlights and perceptions of September and October published indices , we observed that the numbers once again signaled continued contraction in global manufacturing output and product demand levels.

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Supply Chain Matters

NOVEMBER 21, 2023

The National Retail Federation (NRF) anticipates that an estimated 182 million people are planning to shop in-store and online from Thanksgiving Day through Cyber Monday this year , according to a prospective shopper survey released last week. That number is noted as being 15 million more people than 2022 and is reportedly the highest estimate since NRF began tracking this data in 2017.

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