Supply Chain Matters

JULY 21, 2022

Samsung already has a presence in the area in what is described as the largest fab facility outside of the company’s South Korea corporate headquarters. The added fact the specific Texas School District incentives might terminate by the end of 2022 is a likely other consideration. Increased tensions among China and the U.S.,

South Korea 52

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Supply Chain Matters

FEBRUARY 5, 2024

Financial Performance South Korea based key supplier of high tech and smartphone semiconductor and memory devices, Samsung Electronics, reported disappointing Q4 and 2023 full year financial performance results. trillion profit in 2022. For the full year of 2023, the company reported KRW 258.94 trillion in operating profit.

Electronics 52

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Supply Chain Matters

JANUARY 25, 2023

stock market close today, Tesla is scheduled to report its Q4-2022 quarterly and full year financial performance. A follow-on report by Bloomberg indicated that deals were potentially in progress involving China based BYD , and South Korea based Hyundai Motors , in addition to Tesla. After the U.S.

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Resilinc

JULY 26, 2022

For high-tech OEMs such as Apple, Samsung, Sony, Dell, and other top makers of electronics gear, the first half of 2022 has been a wild ride. For supply chain managers charged with semiconductor procurement, this statement from TSMC CEO CC Wei may be of the more direct interest. While reporting 76% YOY growth in profit and 43.5%

Manufacturing Procurement 62

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Supply Chain Matters

APRIL 28, 2022

As businesses report their financial performance for the first quarter of 2022, Supply Chain Matters continues with highlights of select bellwether firms that can be considered a relatively good indicator of ongoing industry supply chain challenges and how senior executives are anticipating some forms of stability. All rights reserved. .

Electronics 52

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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

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.

China 52

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Supply Chain Matters

AUGUST 2, 2022

percent in the first half of 2022, reportedly driven by price growth of 6.5 Samsung Electronics reported an over 21 percent rise in quarterly revenues for the South Korea based company, but the numbers reportedly ended a streak of three consecutive quarters of record revenue growth. Higher costs reportedly have resulted in a 2.8

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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. from the 44.8

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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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Supply Chain Matters

APRIL 8, 2024

Chips Act passed in 2022. In July of 2022, Samsung announced significant plans to invest in U.S. Investment Regarding Nvidia , South Korea based SK Hynix announced last week plans to invest upwards of $3.9 with the consummation of the agreement. This investment comes as part of the U.S. A previous $8.5

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Supply Chain Matters

MARCH 5, 2024

However, the published index indicated expansion level was rather mild, and was missing PMI data from South Korea which experienced a slight PMI contraction. manufacturing activity improving at the fastest pace since July 2022. Morgan Global Manufacturing PMI® was headlined with back-to-back expansion levels in February.

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Arena Solutions

NOVEMBER 29, 2022

billion in 2022 to USD 28.3 and France investing heavily in developing and procuring advanced UAM systems for commercial operations. billion by 2030. On a faster track, the Europe UAM market is projected to grow at the highest rate during the forecast period of 3 to 7 years with Germany, the U.K.,

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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

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

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

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

FEBRUARY 5, 2024

The S&P Global US Manufacturing PMI® January report was headlined with the “ Strongest improvement in manufacturing performance since September 2022.” The South Korea Customs Office indicated that export increases in memory chips and semiconductors have driven the rise in exports. Manufacturing , there were mixed consensus.

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