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US Semiconductor Fab Investments Make Headlines and Concerns

Supply Chain Matters

According to a White House briefing , Intel itself has plans to invest upwards of $100 billion to build and expand these semiconductor fab and supply network support facilities in Arizona, Ohio, New Mexico , and Oregon with the potential to create upwards of 30,000 jobs. sourced capability. fab and associated capabilities.

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TSMC Ups its Investment in U.S. Based Semiconductor Fab Production

Supply Chain Matters

Supply Chain Matters highlights added information regarding Taiwan Semiconductor Manufacturing Company’s (TSMC) expanded presence and investment in U.S. based semiconductor manufacturing. The implications of this potential sourcing move were obviously significant from an overall industry and U.S. Background.

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Reports That TSMC Eyeing Second Fab Production Facility in the U.S.

Supply Chain Matters

Supply Chain Matters highlights published reports indicating that leading semiconductor fab and device manufacturer TSMC is eyeing a second fab production presence in the U.S. With semiconductor sourcing capability being viewed as “the new oil” in geo-political trade the dynamics are ever changing. based fabrication facility.

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Implications of Apple Securing Semiconductor Fab Supply from the United States

Supply Chain Matters

In this Supply Chain Matters posting, we highlight a rather significant reports indicating that Apple is considering sourcing of the chip fabrication of its advanced design semiconductor processers within the U.S. within a period of two years, and the industry implications from such a move. . Background. based fabrication facility.

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TSMC Delays Opening of U.S. Fab Complex

Supply Chain Matters

advanced chip fabrication complex in Arizona until 2025, a year later than previously planned. In a separate published report, Bloomberg opined that: “ The hiccups in Arizona, however, call into question whether TSMC can make chips abroad as efficiently as back home. When semiconductor manufacturing first exited the U.S.

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The Forecasting Accuracy Bugaboo

Logistics Viewpoints

Organizations then convert those demand forecasts to the associated quantities of raw materials to purchase, goods to be manufactured, or finished products to ship. Increasingly, forecasts are being improved by leveraging outside data sources rather than merely relying on a company’s internal historical shipment data.

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Driver Shortage, Driverless Vehicles, and Other Supply Chain Curiosities

Logistics Viewpoints

There will still be a workforce needed to maintain those driverless vehicles or costs associated with maintenance done by the manufacturer or a 3rd party. Capturing it, cleaning it, screening it and analyzing it to determine better routes, better prices, and better sources is foundational to smart logistics operations.