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Implications of Apple Securing Semiconductor Fab Supply from the United States

Supply Chain Matters

In this Supply Chain Matters posting, we highlight a rather significant reports indicating that Apple is considering sourcing of the chip fabrication of its advanced design semiconductor processers within the U.S. within a period of two years, and the industry implications from such a move. . Background.

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Reports That TSMC Eyeing Second Fab Production Facility in the U.S.

Supply Chain Matters

Supply Chain Matters highlights published reports indicating that leading semiconductor fab and device manufacturer TSMC is eyeing a second fab production presence in the U.S. Supply Chain Matters Perspectives. based fabrication facility. based fabrication facility.

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TSMC Plans for First European Based Semiconductor Chip Plant

Supply Chain Matters

TSMC to Construct its First European Chip Fabrication Facility Industry leader Taiwan Semiconductor Manufacturing Company’s (TSMC) announced this week that the Taiwan based producer will construct its first European based chip facility that will be located in Germany. The fab will be operated by TSMC. legislation, hence the delay.

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U.S. Freight Rates Reach Six Year Low Milestone

Supply Chain Matters

Supply Chain Matters provides highlights of the March Logistics Manager Index which indicates that U.S. That is not good for retailers and manufacturers, each under the looking glass to reduce not only transportation but also inventory carrying costs. freight rates have reached their lowest levels in nearly six years.

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U.S. Announces Samsung Electronics Incentives for Semiconductor Production

Supply Chain Matters

billion grant awarded to Taiwan based TSMC to build advanced semiconductor fab capabilities in Arizona. As noted in a prior Supply Chain Matters semiconductor supply chain commentary, The Wall Street Journal had previously reported that Samsung Electronics would be doubling its planned U.S. The move follows a $6.6

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When the Heavy Hand of Government is Not a Burden

MIT Supply Chain

Responding to large-scale crises such as the Ebola outbreak requires government resources. I’m no fan of Big Government, but there are some cases where a system-wide view is much more efficient than a localized, distributed view. An example in the supply chain space is US maritime policy.

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Continued Disruption and Added Cost Inflation Reflected in Key Global Transportation and Logistics Indices in March and Q1 2022

Supply Chain Matters

The Supply Chain Matters blog highlights an added dimension to our monthly summary of global supply chain activity trending and implications. Similarly, factories in areas of Shanghai , Shenzhen and Jalin provinces have had to restrict workers to manufacturing campuses in order to maintain operations.