Supply Chain Matters

AUGUST 3, 2023

The July numbers signal a continued downturn in global manufacturing conditions with output and new order rates reportedly falling at faster rates. The two special regions of concern are the Eurozone and Taiwan. Global Wide Manufacturing Activity Levels Global manufacturing activity as reported by the J.P. declined 0.7

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Supply Chain Matters

SEPTEMBER 6, 2023

The August numbers once again signal a continued downturn in global manufacturing conditions as output and new order rates continue to fall. The three specific regions of concern are the Eurozone, United Kingdom along with Taiwan. Global Wide Manufacturing Activity Levels Global manufacturing activity as reported by the J.P.

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Supply Chain Matters

AUGUST 11, 2023

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.

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Supply Chain Matters

DECEMBER 4, 2023

In our prior highlights and perceptions of September and October published indices , we observed that the numbers once again signaled continued contraction in global manufacturing output and product demand levels. Global Wide Manufacturing Activity Levels Global manufacturing activity as reported by the J.P. in November.

Procurement Analytics 59

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Supply Chain Matters

NOVEMBER 9, 2022

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. based fabrication facility.

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Supply Chain Matters

SEPTEMBER 1, 2022

Wei, the CEO of Taiwan Semiconductor Manufacturing Company (TSMC) addressing a tech symposium last week, indicated that an endemic shortage of relatively low-cost semiconductor devices, ranging in cost from 50 cents to $10 dollars, continues to dog global automotive manufacturers in their ongoing volume manufacturing needs.

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Supply Chain Matters

DECEMBER 1, 2022

Supply Chain Matters provides highlights and added perspectives on reported November 2022 global manufacturing PMI and supply chain activity indices. Morgan Global Manufacturing PMI® report for November 2022, a composite index produced by J.P. The November S&P Global Eurozone Manufacturing PMI® eased to a value of 47.1

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Supply Chain Matters

JUNE 5, 2023

Global Manufacturing Activity Levels Global manufacturing activity as reported by the J.P. The May report indicated that the global wide PMI has now been below the neutral 50 mark for nine consecutive months, and again an indication of manufacturing recession conditions. in April to 58.7 value in April to 58.2 value in April.

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Supply Chain Matters

JULY 7, 2022

The Supply Chain Matters blog highlights select June and Q2-2022 global manufacturing and supply chain indices, with the data indicating increased headwinds and challenges in the months to come. Morgan Global Manufacturing PMI® report, a composite index produced by J.P. Global Wide Production Activity. Select Regional Highlights.

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Supply Chain Matters

JULY 6, 2023

Global Manufacturing Activity Levels Global manufacturing activity as reported by the J.P. Morgan Global Manufacturing PMI® , compiled by S&P Global in association with ISM and IFPSM , provided a banner headline of renewed contraction as production conditions worsened by the end of Q2. in May to a value of 57.8 in May.

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MIT Supply Chain

AUGUST 11, 2022

In such an environment, it is hardly surprising that fixing supply capacity issues is a top priority for companies. Moreover, as our analysis of operational failures underlines, supply capacity losses represent a leading cause of supply chain disruptions in general. how much capacity should we have?

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Supply Chain Matters

SEPTEMBER 9, 2022

China Based Manufacturers Remain Impacted by Extended Population Lockdowns. Considered the globe’s largest contract fabrication provider, the Taiwan based company indicated expectations of a 35 percent rise in revenues this year. TSMC ’s biggest market by revenue is the U.S.,

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Supply Chain Matters

DECEMBER 14, 2022

In line with prevailing economic forecasting, readers should anticipate continued uncertainty of global markets and the actual likelihood of various regional economic and manufacturing recession conditions in the coming year. Some regions, particularly Europe, China and Taiwan are more exposed to these product demand constrained forces.

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Supply Chain Matters

SEPTEMBER 17, 2022

The Asia shortfall was attributed to the recent manufacturing disruptions as a result of electrical power restrictions across China’s major manufacturing regions, and especially ongoing strict Covid-19 lockdowns that continue to be initiated by the government. Added Perspectives. Are holiday forecasts too optimistic?

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Bristlecone

FEBRUARY 26, 2019

Typical results include a 5-10% increase in system response times, a 15-20% reduction in storage capacity and the development of a solid roadmap that enables future readiness. Download the Bristlecone Diagnostic Service brochure. BRISTLECONE DEPLOYS SAP ARIBA STRATEGIC SOURCING SUITE. Ask us how we can improve your bottom line.

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Supply Chain Matters

AUGUST 30, 2023

This report compiles data on more than 370 suppliers to Apple noting their changes in factory locations and plans for new capacity in regions other than China. Additionally indicated is that: “ Ultimately though, a greater proportion of Apple’s capacity is going to be situated outside of China.” China Tensions.

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Supply Chain Matters

AUGUST 8, 2022

The overall takeaway from the July data was that global production momentum had begun to stagnate and in some regions such as the Eurozone, Taiwan, and to some extent , certain manufacturing regions of China, PMI values had reached contraction levels. . Global Supply Chain Pressure Index. PMI reports for July.

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ToolsGroup

APRIL 1, 2022

49% of respondents were from the manufacturing industry, 16% from the mechanical engineering sector, and 11% from the automotive market. Surging natural gas prices in Europe pushed some producers to curtail aluminum production, resulting in more than 650,000 tons of lost production capacity since October 2021. Consultancy UK).

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Supply Chain Matters

DECEMBER 13, 2023

Background Within our research arm’s previously published industry and global supply chains predictions advisory published at the start of this year, we predicted that manufacturers would up their efforts this year in restoring more direct control and added resiliency in their direct materials component and outsourced manufacturing strategies.

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Supply Chain Game Changer

JANUARY 18, 2022

However the continuity of supply issues caused by the pandemic has created a call to repatriate much of this manufacturing into domestic, albeit higher cost, regions. Countries like China, India, and most other Asia countries, along with Eastern Europe and Mexico became the preferred location for manufacturing.

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Supply Chain Matters

MARCH 21, 2024

Global capacity constraints came to the forefront during the global wide Covid – 19 pandemic period, when a global wide shortage of such devices considerably impacted automotive production and other equipment output. and European export controls and pouring capital into legacy chip making on a breathtaking scale.”

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Supply Chain Matters

AUGUST 9, 2022

based high tech, and other related industry supply and manufacturing networks. based semiconductor research, development, manufacturing, and workforce development. That includes $39 billion in manufacturing incentives, $13.2 based chip manufacturing facilities in addition to two major facilities in the state of Texas.

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Supply Chain Matters

DECEMBER 7, 2022

Supply Chain Matters highlights added information regarding Taiwan Semiconductor Manufacturing Company’s (TSMC) expanded presence and investment in U.S. based semiconductor manufacturing. Apple’s exclusive chip-manufacturing partner. Background. In mid-November, we highlighted reports indicating that U.S.

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Supply Chain Matters

MARCH 21, 2024

Intel CEO Pat Gelsinger has specifically indicated that the plans for Columbus, Ohio complex include being: “ t he largest AI chip manufacturing site in the world.” presence of an Intel , Samsung or TSMC supply volume and required capacity needs. It’s not going to come back in three to five years.” fab and associated capabilities.

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Supply Chain Matters

SEPTEMBER 28, 2022

Manufacturing services partner Foxconn Technology Group coordinated the simultaneous production ramp-ups in both China and Chennai, India. As Supply Chain Ma tters has observed in our highlights of global wide production indices, global manufacturing activity has lost considerable momentum for the past three to four months.

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Oracle SCM

OCTOBER 24, 2019

Most companies weren't buying from China or Taiwan or Malaysia like they are today. This list may be some relatively simple and very fundamental data: 1) What is the condition of the [stock, time or capacity] buffer for this item? Even new electronic gadgets probably had a lifecycle of a couple of years.

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Supply Chain Opz

JANUARY 22, 2016

Christopher Tang, Distinguished Professor, UCLA Anderson School and Editor-in-Chief of the INFORMS journal Manufacturing and Service Operations Management (M&SOM) As supply chains become more complex, companies find their supply chains more vulnerable to both foreseeable uncertainty risks and unforeseeable disruption risks. Transparency!

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Logistics Bureau

JULY 26, 2021

Whether to relocate supply or manufacturing from China to another low-cost country or switch to a near-shoring or re-shoring strategy is not a decision to take lightly. Nike: The world-famous sportswear brand has been moving manufacturing from China to some African and Southeast Asian countries.

China 98

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Resilinc

APRIL 27, 2021

While the pandemic has given procurement managers fresh ammunition to advocate for greater resiliency within their corporate supply chains, geopolitical experts and a bipartisan coalition of legislators argue that the U.S. There are high risks in depending so heavily on East Asian manufacturers, even if they are close U.S.

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Resilinc

AUGUST 30, 2022

Bernie Sanders and Ted Cruz criticized its $76 billion in subsidies and tax incentives for semiconductor manufacturers to build domestic chip fabs, saying that the act gives taxpayer funds too freely to profitable corporations. ” What does this all mean for supply chain managers responsible for procuring semiconductors?

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