Supply Chain Matters

OCTOBER 25, 2023

The increased geo-political tensions involving influential global nations is more and more spilling over into supply chain sourcing and business policy dimensions. In 2019, Gou gave up his chairmanship of Foxconn after announcing a Taiwan presidential bid. His candidacy was subsequently not successful in the election.

Manufacturing Procurement 59

Manufacturing Procurement Supply Chain Design Software Modeling Software Taiwan 59

Supply Chain Matters

JULY 28, 2023

Company chairman Mark Liu indicated to reporters that construction and rollout is hampered by a shortage of skilled workers and that experienced technicians from Taiwan might have to be temporarily assigned to the U.S. from Taiwan to assist in facility planning and layout. market demand including that of Apple.

Sourcing Strategies 52

Sourcing Strategies Taiwan Manufacturing Procurement Expense Reduction 52

Supply Chain Matters

NOVEMBER 17, 2022

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. Significant New Development.

United States 52

United States Manufacturing Procurement Security Taiwan 52

Logistics Bureau

APRIL 20, 2020

COVID-19 and the Future of China Sourcing and Manufacture. Brands such as Apple, HP, and Siemens rely heavily on Taiwan’s ODMs. Taiwan stands out as an example of a country that managed to contain the Coronavirus without resorting to an economy-wrecking lockdown. percent year-over-year in February, Taiwan posted a 21.12

Manufacturing Procurement 52

Manufacturing Procurement Sourcing Strategies China Material Savings 52

Kinaxis

AUGUST 5, 2014

A major earthquake in Taiwan. This key supplier had been identified and sure enough, you have a second source primed and ready to go. We have a problem.” The alternate source uses the same supplier in Taiwan. The alternate source uses the same supplier in Taiwan. Then you get the e-mail. Think again.

Inventory Reduction 267

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Enterra Insights

AUGUST 24, 2023

The Mint staff adds, “Supply chain risk is a modern day reality and can emanate from a variety of sources, ranging from natural disasters to government policies and a host of other unforeseen events.”[2] Inevitably, these will interrupt production, increase sourcing costs, and cut into corporate revenue.”[4]

Risk Management 246

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Supply Chain Matters

APRIL 16, 2024

billion grant awarded to Taiwan based TSMC to build advanced semiconductor fab capabilities in Arizona. Commerce Department has awarded a $6.4 billion grant to Samsung Electronics to build an advanced semiconductor fab capabilities in Tyler, Texas. The move follows a $6.6

Electronics 52

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ivalua

NOVEMBER 8, 2022

2022) Source. In contrast, chip manufacturing has significantly increased in Taiwan, South Korea, and China over the same time period*. 800M investment in applied manufacturing infrastructural improvements of 17 national laboratories ( Source). Summary of the Investments and value creation of the CHIPS Act (Loseby, D.L.

Manufacturing Procurement 223

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Supply Chain Matters

AUGUST 3, 2023

The two special regions of concern are the Eurozone and Taiwan. Further indicated were signs of weakness occurring in China , Japan , Malaysia, South Korea , Taiwan and Vietnam. Source: S&P Global and Other Sources. The data reinforces the warning signs of June and Q2, suggesting added contraction levels. from the 44.8

Manufacturing Procurement 52

Manufacturing Procurement Global Taiwan Optimal Sourcing 52

Resilinc

NOVEMBER 14, 2023

Resilinc’s Rick Freeman weighs in on the future opportunities for high-tech and semiconductor companies Despite the stabilization of the high-tech and semiconductor supply chain, the industry still faces pressure due to ongoing import/export restrictions and changing regulations governing semiconductor production and sourcing.

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Supply Chain Matters

SEPTEMBER 6, 2023

The three specific regions of concern are the Eurozone, United Kingdom along with Taiwan. From our lens, the August data further reflects ongoing shifts in production sourcing within specific industry sectors. Global Wide Manufacturing Activity Levels Global manufacturing activity as reported by the J.P. in August compared to 57.7

Manufacturing Procurement 52

Manufacturing Procurement Optimal Sourcing Global Price Reduction 52

Supply Chain Matters

AUGUST 11, 2023

TSMC to Construct its First European Chip Fabrication Facility Industry leader Taiwan Semiconductor Manufacturing Company’s (TSMC) announced this week that the Taiwan based producer will construct its first European based chip facility that will be located in Germany.

Supply Chain Planning Software 52

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Supply Chain Matters

NOVEMBER 9, 2022

Both The Wall Street Journal and Bloomberg are reporting that Taiwan Semiconductor Manufacturing Company (TSMC) , the globe’s leading advanced semiconductor device manufacturer, is considering investment in a second U.S. With semiconductor sourcing capability being viewed as “the new oil” in geo-political trade the dynamics are ever changing.

Sourcing Strategies 52

Sourcing Strategies Manufacturing Procurement Cost Reduction Strategies Report 52

Supply Chain Matters

JULY 19, 2023

The lack of momentum in China based manufacturing has had a discernable contractionary impact on other regions, especially Taiwan and Malaysia. The latter Taiwan PMI index has been in negative territory for over a year and overall business confidence levels across Malaysia ’s manufacturing sector sunk to levels not recorded since July 2021.

China 52

China Manufacturing Procurement Supply Chain Strategy Cost Reduction Strategies 52

The Logistics & Supply Chain Management Society

AUGUST 19, 2022

Ensuring that any approach is fully compliant in order to avoid having to relocate production or supply sources often takes up a lot of internal resources. Joint tariff payment is a better strategy for both partners when compared with looking for a totally new supplier or sourcing from a different country altogether.

Cost Reduction Strategies 245

Cost Reduction Strategies Material Savings Inventory Reduction Vendor Strategies 245

Supply Chain Matters

AUGUST 3, 2022

The bottom three were listed as Poland , Taiwan and Myanmar. . The July S&P Global Taiwan Manufacturing PMI® was especially concerning, with indications of the sharpest falls in output and new orders in over two years. The top three regions exhibiting PMI growth were that of India, Australia and the Netherlands. United States.

Manufacturing Procurement 99

Manufacturing Procurement Global Manufacturing Taiwan 99

Resilinc

NOVEMBER 29, 2021

Such extreme weather events are likely increasing in intensity and/or frequency due to climate change, and this trend points to the need for supply chain managers to begin to integrate the physical risks of climate change into their decisions about sourcing and supply network design. If so, when?

Supply Chain Design Software 62

Supply Chain Design Software Manufacturing Procurement Sourcing Strategies Supply Chain Design 62

Supply Chain Matters

JANUARY 6, 2023

Sources; S&P Global and ISM, 2022. Taiwan activity as reflected in the S&P Global Taiwan Manufacturing PMI® eased, rising from a depressed value of 41.6 Taiwan activity as reflected in the S&P Global Taiwan Manufacturing PMI® eased, rising from a depressed value of 41.6 but a significant 10.2

Manufacturing Procurement 52

Manufacturing Procurement Manufacturing Global Taiwan 52

Supply Chain Matters

OCTOBER 6, 2023

The three specific regions of concern remain the Eurozone, United Kingdom, along with Taiwan. Reported Easing Of Manufacturing Downturn in Taiwan The September S&P Global Taiwan Manufacturing PMI® report was headlined with Taiwan ’s manufacturing sector downturn now moderating by the end of Q3. reported for July.

Manufacturing Procurement 59

Manufacturing Procurement Global Optimal Sourcing United Kingdom 59

Supply Chain Matters

AUGUST 30, 2023

The Ferrari Consulting and Research Group, via its affiliated Supply Chain Matters blog calls reader attention to two recently published research papers that address evidence of ongoing shifts in global supply component and end production sourcing. The above seems to imply, from our lens, the movement toward China Plus sourcing activity.

Sourcing Strategies 59

Sourcing Strategies Global Price Reduction Vietnam 59

Supply Chain Matters

JULY 15, 2022

The company will henceforth outsource the manufacturing of its stationary exercise bikes and treadmills to a Taiwan based contract manufacturer. Sourcing was both a cost as well as landed cost decision factor. The move was communicated as a means to boost market share and to gain access to domestic sources of manufacturing capability.

Sourcing Strategies 105

Sourcing Strategies Cost Reduction Strategies Expense Reduction Inventory Reduction 105

Supply Chain Shaman

AUGUST 24, 2020

There is no network capable of connecting sourcing, logistics, manufacturing, and distribution together in the market today. The only two successful and transformational public networks were driven by Walmart and Taiwan Semiconductor (TSMC). Here are some rules of thumb: 1. It is a messy market.

Supply Chain Network Software 316

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Supply Chain Matters

DECEMBER 4, 2023

Source: JP Morgan and S&P Global, December 2023 Key Highlights in Regional PMI Reporting India’s Manufacturing Sector Accelerates Overall manufacturing activity across India accelerated in November after a deceleration in October. Commenting on the November data, Bennett Parrish, Global Economist at J.P. The reported November value of 48.3

Procurement Analytics 59

Procurement Analytics Manufacturing Procurement Report Global 59

Supply Chain Shaman

JUNE 21, 2023

For example, the Gartner Top 25 celebrates the accomplishments of Intel (active with Gartner), but in the analysis in Table 1, Nvidia Corporation and Taiwan Semiconductor (TSMC) clearly outperform Intel in the Semiconductor Industry. The Gartner analysis is biased toward companies within the Gartner network. The reason?

Gartner 334

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Supply Chain Matters

JULY 7, 2022

The S&P Global Taiwan Manufacturing PMI® declined to a contractionary of 49.8 for June and noted as a signal of renewed deterioration in the health of Taiwan’s manufacturing economy. Similarly, the S&P Global / CIPS UK Manufacturing PMI® fell to a two-year low of 52.8 in June as business optimism reportedly dipped.

Manufacturing Procurement 52

Manufacturing Procurement Optimal Sourcing Global Taiwan 52

Enterra Insights

FEBRUARY 25, 2022

As Cohen and Ewing note, the more important player to watch in this scenario is China, who has its eye on Taiwan and territory in the South China Sea. If China invades Taiwan, the global supply chain would feel tectonic shocks, not just tremors. ” The agricultural sector will also be impacted by the conflict.

Ukraine 130

Ukraine Russia Supply Chain Strategy Supply Chain 130

Supply Chain Matters

AUGUST 10, 2023

Bloomberg pointed to exports to markets including Australia , Brazil , Japan , Taiwan and South Korea declining by double-digit percentages as well. A further factor are ongoing efforts by manufacturers and retailers in initiating less reliance in termed China Plus materials and production sourcing alternatives.

China 52

China Manufacturing Procurement Material Savings Sourcing Strategies 52

Supply Chain Matters

SEPTEMBER 1, 2022

Wei, the CEO of Taiwan Semiconductor Manufacturing Company (TSMC) addressing a tech symposium last week, indicated that an endemic shortage of relatively low-cost semiconductor devices, ranging in cost from 50 cents to $10 dollars, continues to dog global automotive manufacturers in their ongoing volume manufacturing needs.

Sourcing Strategies 59

Sourcing Strategies Supply Chain Design Software Manufacturing Procurement Supply Chain Strategy 59

Supply Chain Matters

FEBRUARY 2, 2023

Taiwan The January S&P Global Taiwan Manufacturing PMI® declined from 44.6 Report authors suggested that the domestic market was the main source of new business growth while international demand role slightly in January. in December to 44.3 compared to 52.5 reported for December.

Optimal Sourcing 59

Optimal Sourcing Manufacturing Procurement Report Global 59

Supply Chain Matters

SEPTEMBER 3, 2022

The bottom three were listed as Poland , Taiwan and Myanmar. From our lens, Taiwan remains the continued shocker, experiencing a third consecutive monthly decline and noted as equivalent to levels seen in May 2020 during the initial Covid-19 outbreak. The August index again declined to a contraction value 42.7

Manufacturing Procurement 59

Manufacturing Procurement Manufacturing South Korea Global 59

Supply Chain Matters

JUNE 5, 2023

Source: S&P Global Monthly PMI Reporting Highlights of Regional Reporting Continued High expansion in India Manufacturing activity levels across India remained at high expansion levels in May, outpacing all other regions. The May PMI value of 44.3 dipped a significant 2.8 percentage points from the 47.1 reported in April.

Manufacturing Procurement 52

Manufacturing Procurement Optimal Sourcing Global Thailand 52

Logility

MARCH 29, 2022

For example, COVID restrictions in Asia shut down auto production because 70% of chip manufacturing happens in Taiwan and South Korea. When this happens, you need alternate sources in different regions that can deliver the parts.

Supply Chain Planning Software 130

Supply Chain Planning Software Supply Chain Software Supply and Demand Supply Chain Optimization 130

Supply Chain Matters

APRIL 6, 2022

Source: JP Morgan and S&P Global, March 2022. The S&P Global Taiwan Manufacturing PMI® fell to a level of 54.1 There is also a developing understanding on what impacts there will be regarding supplies of key commodities that were sourced in both Russia and Ukraine. Global Wide Production Activity. reported for January.

Manufacturing Procurement 52

Manufacturing Procurement Optimal Sourcing Purchasing Skills Global 52

Proxima

MAY 11, 2022

Then, as if a global pandemic wasn’t enough to contend with, we saw a series of natural disasters which included the flooding of semiconductor factories in Taiwan. Taiwan was dominating semiconductor production with 60% market share[1] and disruption of this caused considerable pressure on supply.

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Vendor Strategies Inventory Reduction Sourcing Strategies Supply Chain Planning Software 52

Supply Chain Shaman

JULY 25, 2021

Trade-offs of commercial programs with source, make, and deliver to maximize value to the customer and improve margin.). Nvidia, PACCAR Inc, Ross Stores, Sleep Number, Taiwan Semiconductor Manufacturing (TSMC) Company, Tempur Sealy, TJX Companies, and Western Digital. Maturity Model. The winners include Apple, AbbVie Inc.,

Procurement Analytics 370

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Supply Chain Matters

JULY 21, 2022

In our prior commentaries related to supply network strategic sourcing, we, along with many others, have noted that the ongoing global-wide shortage of semiconductor devices needed for automotive, high-tech electronics and other industries have been elevated to strategic geo-political policy dimensions. In June, Taiwan based GlobalWafers Co.

South Korea 52

South Korea Report Manufacturing Procurement Sourcing Strategies 52

Resilinc

JANUARY 31, 2023

These include export restrictions both symbolic and substantial, with China’s ban on sand exports to Taiwan in the first category and Indonesia’s announcement of a 2023 ban on exports of bauxite—the main raw material for aluminum—expected to have a substantial impact on aluminum supplies. #4

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