article thumbnail

What’s the deal with the semiconductor shortage?

NC State SCRC

It was 40% by 2020 and it’s likely to be 45% by 2030. The problem with capacity in chip making is that manufacturers are loath to invest in additional chip making capacity until they’re certain that there’s going to be the demand for it. These foundries are essentially contract chip makers, or contract manufacturers.

Taiwan 59
article thumbnail

Reflections, Thank-you(s) and Rethinking the Future

Supply Chain Shaman

As I presented on Supply Chain 2030, I shared the research on balance sheet performance, and provided the insights on why I believe 90% of organizations failed in the delivery of supply chain excellence at the balance sheet level. Localized manufacturing. Shipment and manufacturing of the unit of one. A Gift from the Audience.