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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. based fabrication facility.

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TSMC Plans for First European Based Semiconductor Chip Plant

Supply Chain Matters

The announcement was widely anticipated and comes as EU nations have expressed strategic policy needs to reduce existing reliance on Chinese and Asian based advanced technology imports including Taiwan. fab facility to be located in Arizona because of an indicated shortage of skilled workers and higher infrastructure and operating costs.

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The Local Food Movement is right around the corner

ITradeNetwork

From a recent survey of some of the major grocery store chains conducted here at iTradeNetwork, sourcing locally fresh food is a direct response to their customer’s desire. But all food simply cannot be sourced locally. Major grocers have also admitted that local providers and local sourcing programs are more difficult to manage too.

Food 40
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Two Indices of Supply Chain Activity Noting Supply Chain Volatility Trending

Supply Chain Matters

Our stated takeaway from for the Q1 data was that indices were no longer reflecting the optimism indicated in February, and instead that of growing headwinds and added geopolitical concerns related to effects of the Ukraine conflict and China’s potential economic stumble as a result of a strict COVID-19 isolation policy. in March.

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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

One of the more concerning areas at this time is that of China , where one of the most troubling outbreaks of COVID-19 infections, and consequent containment policies from China ’s regulators, continue to impede trucking transportation, ocean input and export movements. US Logistics Index.

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TSMC Ups its Investment in U.S. Based Semiconductor Fab Production

Supply Chain Matters

The manufacturer indicated in a statement at the time that: “ In light of the strong customer demands we are seeing in TSMC’s advanced technology, we will consider adding more capacity in Arizona with a second fab based on operating efficiency and cost economic considerations.”. In mid-November, we highlighted reports indicating that U.S.

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US Semiconductor Fab Investments Make Headlines and Concerns

Supply Chain Matters

According to a White House briefing , Intel itself has plans to invest upwards of $100 billion to build and expand these semiconductor fab and supply network support facilities in Arizona, Ohio, New Mexico , and Oregon with the potential to create upwards of 30,000 jobs. sourced capability.