Supply Chain Matters

MARCH 5, 2022

The Supply Chain Matters blog features our March 5, 2022 edition of This Week in Supply Chain Management Tech , a synopsis of noteworthy supply chain management focused technology news which we believe would be of specific interest to our global-based blog readership. Names included in this edition include: RightHand Robotics.

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Supply Chain Matters

MARCH 3, 2022

The Supply Chain Matters blog highlights February global manufacturing and supply chain indices and challenges relative to product demand and supply network imbalance levels in the first quarter of 2022. The February 2022 Manufacturing ISM© Report on Business reported a value of 58.6, Federal Bank of New York. for February, up from 55.5

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Supply Chain Matters

JUNE 14, 2022

Included in this June 14, 2022 edition are updates featuring the following providers: ToolsGroup and Onera. Touched upon was the joint development of an industry B2B platform for the procurement of pharmaceuticals, drugs and medical supplies enabled by embedded RFID tracking devices. GreyOrange. Freightos Limited. Oracle and Cerner.

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Supply Chain Matters

SEPTEMBER 28, 2022

and Japan is reportedly expected to face strong pushback from businesses and some EU countries, concerned about EU overreach. © Copyright 2022, The Ferrari Consulting and Research Group and the Supply Chain Matters® blog. The measure, noted as similar to emergency measures that were undertaken in the U.S. All rights reserved. .

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Supply Chain Matters

JULY 7, 2022

The Supply Chain Matters blog highlights select June and Q2-2022 global manufacturing and supply chain indices, with the data indicating increased headwinds and challenges in the months to come. The average global PMI value for Q2-2022 was 52.3, The June 2022 Manufacturing ISM© Report on Business reported a value of 53.0

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ToolsGroup

APRIL 1, 2022

Wildfires, mudslides, and flooding delayed lumber shipments, leading to a shortage that saw the cash market price for lumber reach $1,111 per thousand board feet in 2022 – almost triple its bottom price in August. Cotton production in India could dip 4% from 2021, down to 34 million bales in the 2021/2022 marketing year. FastMarkets ).

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QAD

MAY 18, 2023

The automotive industry is undergoing a massive technological transformation toward vehicle electrification and the shift presents huge opportunities for manufacturers that do business in the US, especially since the passage of the Inflation Reduction Act in August 2022.

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Supply Chain Matters

MARCH 1, 2022

The Supply Chain Matters blog highlights reports of a cyber-attack incident impacting a supplier to Toyota Motor and resulting in a one-day suspension of the automakers manufacturing operations across Japan. © Copyright 2022, The Ferrari Consulting and Research Group and the Supply Chain Matters® blog. All rights reserved.

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Resilinc

OCTOBER 23, 2023

Do you currently work primarily with Life Sciences clients at Resilinc? I have nearly 30 years of experience as a global procurement and supply chain leader in High-Tech and Life Sciences. The number of annual EventWatch AI alerts approximately doubled since 2020 to about 10,700 in 2022.

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Supply Chain Matters

JANUARY 18, 2023

In addition to these two suppliers, others are reportedly Japan Display, Sharp and BOE Technology Group. Then there is the speculation that the company’s stock has declined upwards of 25 percent in 2022 when the company’s senior executive’s have bonus structures pegged to stock performance. companies was $14.7 million in 2021.

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Supply Chain Matters

FEBRUARY 14, 2024

Further, Japan based shipping line Mitsui OSK Lines indicated a belief that this disruption could extend thru the balance of 2024. billion profitability performance during 2022. As echoed in Maersk ’s latest acknowledgement, the disruption is not of the magnitude of 2021-2022 global wide disruptions. That compares to $9.8

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Supply Chain Matters

NOVEMBER 9, 2022

Secretary of Commerce , Gina Raimondo, indicated that South Korea , Japan and members of the European Union are each considering hefty subsidies to ensure stable supplies of semiconductor devices and that the U.S. © Copyright 2022, The Ferrari Consulting and Research Group and the Supply Chain Matters® blog. In June, U.S.

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Supply Chain Matters

DECEMBER 4, 2023

On a regional basis, Europe reportedly remained a principal drag on global factory output, along with contracting output in Japan and the United Kingdom. However, new export sales returned to growth for the first time since May 2022. Commenting on the November data, Bennett Parrish, Global Economist at J.P. declined 0.4

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Resilinc

NOVEMBER 15, 2021

And chances are that few in the procurement field have ever given much thought to whether they were sourcing “high-carbon” steel or aluminum. Also, if a Republican president is elected in 2024 or Republicans gain majority control of Congress in 2022, they would likely block carbon tariffs altogether. At the tail end of COP26, the U.S.

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Supply Chain Matters

MARCH 7, 2023

The alternative supply chain or “ Altasian” is defined as countries consisting of Japan, South Korea, Taiwan, India, the Philippines , Indonesia, Singapore, Malaysia, Thailand, Vietnam, Cambodia and Bangladesh. One example indicated was that U.S. The report further indicates that India with 1.4

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Supply Chain Matters

OCTOBER 19, 2022

The news of this policy change caused Asian stocks of semiconductor providers to fall, initially wiping out a reported $240 billion in global market value, especially as industry participants perceived that the measures could also impact chip providers beyond China including Japan , South Korea and Taiwan based companies. and globally.

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Supply Chain Matters

MARCH 5, 2024

Output reportedly rose in China, India, Brazil and the United States , while declines continued in the Eurozone , Japan and the United Kingdom. manufacturing activity improving at the fastest pace since July 2022. The February 2024 reading of 50.3 compared to a January reading of 50.0, and has increased 1.4 reported for January.

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Resilinc

MAY 31, 2022

Malaysia will likely hold its next general election in the second half of 2022, and the outcome is highly uncertain. Among the countries flagged for high ESG concerns is Malaysia, which in 2021 exported $280 billion worth of goods and commodities, according to the Malaysian trade ministry.

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Supply Chain Matters

AUGUST 30, 2023

participation in global value chains over the last four decades in terms of partner countries, products and modes, with a focus on the last five years (2017-2022).” percent in 2022. and Japan based companies such as Dell, HP and Sony are leading the charge toward alternative sourcing options. imports peaked at 21.6

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LevaData

MARCH 30, 2022

They have been in an ongoing firefighting mode with new shortages occurring every few days; Covid, the Russia-Ukraine crisis, and the recent earthquake in Japan are just a few top-of-mind examples. Companies are seeing massive component shortages. The effects of Russia's invasion and subsequent attacks on Ukraine have been […].

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Supply Chain Matters

MARCH 21, 2024

Chips and Science Act signed into law in August 2022. As our industry supply chain readers are becoming increasingly aware, domestic semiconductor production presence is and remains a fundamental part of domestic policy among certain Asian nations such as Taiwan , South Korea or Japan. The monies come from the U.S.

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Supply Chain Matters

JULY 21, 2022

Secretary of Commerce , Gina Raimondo, indicated last month that South Korea , Japan and members of the European Union are each considering hefty subsidies to ensure stable supplies of semiconductor devices and that the U.S. © Copyright 2022, The Ferrari Consulting and Research Group and the Supply Chain Matters® blog. Bob Ferrari.

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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. percent in 2022. The Wall Street Journal indicated that China ’s exports to the EU and to the Association of Southeast Asia Nations (ASEAN) each dropped by 21 percent.

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Supply Chain Game Changer

OCTOBER 6, 2022

Japan, and Europe are now committing large amounts of money to establish localized, domestic semiconductor manufacturing facilities within their respective countries. Originally published on August 9, 2022. The overwhelming reliance on a single country, or even two countries, constitutes a single point of failure. The Challenges.

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Resilinc

NOVEMBER 9, 2022

Rick Freeman joined Resilinc in July after more than a dozen years in procurement and supply chain for semiconductor manufacturer Micron Technology. Just recently, I read The Hackett Group’s 2022 Key Issues Study. Logically, this makes sense, but for procurement leadership, this is a new mode of evaluating costs and benefits.

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Supply Chain Matters

DECEMBER 7, 2022

presence, TSMC is reportedly involved with investment discussions related to Japan and Europe , each involving government incentive considerations, and other chip producers continue to have similar discussions. © Copyright 2022, The Ferrari Consulting and Research Group and the Supply Chain Matters® blog. In addition to a U.S.

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Supply Chain Matters

AUGUST 9, 2022

Yet, this legislation is not unique from a global perspective in that many other countries and regions including China, Taiwan, South Korea, Japan the Eurozone , are already spending billions on such incentives. © Copyright 2022, The Ferrari Consulting and Research Group and the Supply Chain Matters® blog. Bob Ferrari.

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Supply Chain Matters

FEBRUARY 5, 2024

Output reportedly rose in China , India and Brazil and fell more slowly in the Eurozone , Japan and the United States. The S&P Global US Manufacturing PMI® January report was headlined with the “ Strongest improvement in manufacturing performance since September 2022.” Manufacturing , there were mixed consensus.

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Supply Chain Matters

AUGUST 3, 2023

Further indicated were signs of weakness occurring in China , Japan , Malaysia, South Korea , Taiwan and Vietnam. Continued Deterioration in Taiwan The July S&P Global Taiwan Manufacturing PMI® report was headlined with manufacturing conditions deteriorating at the quickest pace since November 2022. The July PMI dropped to 44.1

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Supply Chain Matters

JULY 19, 2022

ANA is the first 737 MAX customer in Japan and first carrier in Asia to choose the 777-8 Freighter. © Copyright 2022, The Ferrari Consulting and Research Group and the Supply Chain Matters® blog. The order was previously unidentified on Boeing’s Orders and Deliveries website. . Bob Ferrari. All rights reserved.

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Freightos

DECEMBER 19, 2023

Diversions announced by these five carriers so far mean that 17% of global volumes will be taking the longer, more expensive and more carbon intensive routes.

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Logistics Viewpoints

JULY 8, 2022

Nintendo is struggling to break out of a frustrating sales slowdown, selling 33 percent fewer units of Switch game systems in the April-June quarter than a year ago in Japan due to a crippled supply chain. Nintendo is having negotiations on procurement, but the outlook is uncertain.

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