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Embracing the Supply Chain as A Complex Non-linear System

Supply Chain Shaman

Note to the reader: we selected these metrics for the balanced scorecard for the analysis after work with Arizona State University to understand which metrics, in combination, most closely correlated with market capitalization. Consider the role of functional metrics and the lack of alignment with the corporate scorecard.)

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Top 5 Supply Chain Disruptions to Semiconductors 2023

Resilinc

In July, TSMC had to postpone the plant opening in Arizona until 2025 due to labor shortages. TSMC reports the new US location will cost 30-50% more to run than one in Asia. This is part of a larger dilemma across the industry—is it better to build new fabs or renovate aging fabs ? Both are costly and time-consuming endeavors.

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Two Indices of Supply Chain Activity Noting Supply Chain Volatility Trending

Supply Chain Matters

to Asia , as well as the European consequences of the ongoing Ukraine-Russia conflict as now driving added index volatility. Also reported was less change in Inventory and Warehousing metrics as costs continue to grow and capacity remains tight. Readers can dive into the data to ascertain specific increases in volatility components.

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100+ Supply Chain Crisis Statistics: Raw Materials, Covid-19, Labor Shortages, and More

ToolsGroup

Taiwan Semiconductor Manufacturing (TSMC), the company that makes the majority of latest-generation chips for Apple products, has committed to increasing capacity by spending $100 billion across the next three years, and building new factories in Arizona and Japan. Nikkei Asia ). increase on the Intra-Asia Corridor. Deloitte ).