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Can we re-shore and create a US semiconductor industry? Maybe…

NC State SCRC

But it is one thing to talk about writing the first check for a $1B fab, and quite another to write the check for the $500M a year to keep that fab running, and to render it even remotely cost competitive compared to the Taiwan Semiconductor Manufacturing Company.

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Cyber Threats Loom Large

Resilinc

In the private sector, aerospace, hi-tech, life sciences, metals, mining and natural resources companies experienced cyber attacks in 2018. Similarly, a computer virus attack at Taiwan Semiconductor Manufacturing Company (TSMC) was caused due to a failure in following proper operating procedures for virus scanning.

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Pushing the Supply Chain Reset Button

Supply Chain Shaman

The proliferation of products and capabilities is exponential with over 60% of capacity in Taiwan. According to figures published last November by the World Semiconductor Trade Statistics (WSTS), the global semiconductor market growth rose from 6.8% in 2020 to 25.6 % in 2021, reaching a market size of $553 billion.

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Pushing the Supply Chain Reset Button

The Logistics & Supply Chain Management Society

The proliferation of products and capabilities is exponential with over 60% of capacity in Taiwan. According to figures published last November by the World Semiconductor Trade Statistics (WSTS), the global semiconductor market growth rose from 6.8% in 2020 to 25.6 % in 2021, reaching a market size of $553 billion.

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November Global PMI Reporting Reflects Some Stabilization

Supply Chain Matters

Taiwan Moves Closer to Stabilization The S&P Global Taiwan Manufacturing PMI® November report was headlined with Taiwan manufacturing levels “ moving closer to stabilization in November.” Growth was reportedly fueled from demands in medicine, high tech, auto, railway, shipping and aerospace equipment markets.

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Federal Reserve GSPI Index Drops Significantly in April

Supply Chain Matters

The authors further observed that there was a notable upward contribution from Taiwan stocks of purchases. Noted in the Feds April 2023 narrative were significant downward contributions from Euro Area delivery times, Euro Area stocks of purchases, and Korean delivery times.

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US Air Force Defense Acquisition and Contract Officers Come to NC State

NC State SCRC

We also looked at the supply chain for the Taiwan Semiconductor Manufacturing Company, and contemplated the net impact of a Chinese attack on Taiwan, and the devastation wrought on the global economy.