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

Manufacturing Procurement 52

Manufacturing Procurement Global Taiwan Optimal Sourcing 52

Supply Chain Shaman

JUNE 29, 2022

We have heard that there is a focus on near-shoring, reshoring, and local manufacturing. The availability of capacity in industries like the semiconductor industry is tight. Building a fab (manufacturing site) takes two-to-four years and requires the availability of water and trained labor. Does this solve the problem?

Supply Chain Design Software 251

Supply Chain Design Software Supply Chain Planning Software Supply Chain Design Pricing Training 251

NC State SCRC

JULY 6, 2022

The problem with capacity in chip making is that manufacturers are loath to invest in additional chip making capacity until they’re certain that there’s going to be the demand for it. And so chip manufacturers can only invest in capacity in large chunks – e.g. an entire facilities.

Taiwan 59

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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

OCTOBER 6, 2023

With the closing of the third quarter, the numbers once again signal added contraction in global manufacturing output as product demand levels weaken. The three specific regions of concern remain the Eurozone, United Kingdom, along with Taiwan. This index has now remained below the 50.0

Manufacturing Procurement 59

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Supply Chain Game Changer

SEPTEMBER 7, 2021

Then when demand returned the rental car companies found that they couldn’t get the cars they needed to replenish their fleets, due to production shortages from the automotive manufacturers. The largest chip manufacturing company in the world is TSMC, and its Taiwanese. What’s Going On?

Automotive 80

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The Logistics & Supply Chain Management Society

JANUARY 3, 2024

We have heard that there is a focus on near-shoring, reshoring, and local manufacturing. The availability of capacity in industries like the semiconductor industry is tight. Building a fab (manufacturing site) takes two-to-four years and requires the availability of water and trained labor.” Does this solve the problem?

Supply Chain Design Software 130

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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.

Manufacturing Procurement 52

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Logistics Bureau

APRIL 20, 2020

COVID-19 and the Future of China Sourcing and Manufacture. But global dependence on Chinese manufacturing is mind-boggling…. The overriding reason for this China-dependence is the cost factor, and weaning manufacturing away from that country comes at a hefty price. Alternative Manufacturing Hubs: Asia’s Promise.

Manufacturing Procurement 52

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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

Procurement Analytics Manufacturing Procurement Report Global 59

QAD

JANUARY 10, 2023

The war in Ukraine, shutdowns in China, and tensions with Taiwan have highlighted the dependencies on global supply chains. Open positions in US manufacturing are twice that of the available labor. Another path that manufacturers can adopt is to increase labor productivity. Employee turnover in Manufacturing is in excess of 44%.

Buyer Training 96

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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.

Sourcing Strategies 52

Sourcing Strategies Manufacturing Procurement Cost Reduction Strategies Report 52

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.

Sourcing Strategies 59

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Resilinc

NOVEMBER 14, 2023

PFAS are also used in the photo-resistance process in semiconductor manufacturing. They are asking questions like ‘Do our facilities teams know what piping it’s included in?’ The second is tensions around export controls with China and Taiwan , which leave many companies reevaluating their global sourcing strategies.

Supply Chain Strategy 58

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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

Manufacturing Procurement 59

Manufacturing Procurement Global Modeling Optimal Sourcing 59

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.

Manufacturing Procurement 52

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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.

Manufacturing Procurement 52

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Logility

MARCH 29, 2022

Manufacturers and shipping companies assumed that because of layoffs, demand would drop. It’s been a whirlwind, as manufacturers have been left scratching their heads about what’s going to happen next. For example, COVID restrictions in Asia shut down auto production because 70% of chip manufacturing happens in Taiwan and South Korea.

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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.

Manufacturing Procurement 52

Manufacturing Procurement Optimal Sourcing Global Price Reduction 52

NC State SCRC

JANUARY 29, 2022

In particular, with the majority of global production coming out of Taiwan (TSMC) and Korea (Samsung), the geopolitical risks of China and North Korea in these regions is no small worry. The first piece of data is the overall level of capacity utilization for semiconductor production in the United States. We will need to be patient.

Manufacturing Procurement 59

Manufacturing Procurement Columbus North Korea United States 59

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?

Supply Chain Planning Software 52

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NC State SCRC

JANUARY 1, 2023

One reason for this is that the COVID crisis in China is escalating to incredible levels, and that is shutting down a lot of manufacturing hubs. As I noted in a prior blog, and as discussed in the New York Times today – Mexico is a great option – but the capacity isn’t there yet. More importantly, the supply chain isn’t there yet!

Predictive Analytics Software 94

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Ware2Go

JUNE 20, 2023

Ocean Freight Shipping: What to Watch For In 2023 When it comes to ocean freight decision making, emerging businesses should keep an eye on manufacturing costs, ocean freight rates, and supply chain disruptions. Manufacturing Costs Manufacturing costs in North America are higher than those in other global areas, such as China.

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CH Robinson Transportfolio

JULY 9, 2020

The order required moving oversized equipment from Shanghai (PVG) to Taiwan (TPE) within a limited time window. Thanks to effective collaboration and special arrangements among Teradyne’s inbound planning and manufacturing teams, vendors, and our team at C.H. Robinson, the order was delivered on time and as planned. Our team at C.H.

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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.,

Manufacturing Procurement 52

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Resilinc

JANUARY 31, 2022

manufacturing facilities. And the largest net jump in jobs forecast came in computer and electronics due mostly to investment in semiconductor manufacturing such as Taiwan-based TSMC’s $12 billion investment in a 5nm node fab in Phoenix, Arizona. In Europe, FDI in manufacturing declined by 20% in 2020, according to EY.

Agile and Lean Supply Chain 62

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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?

Cost Reduction Strategies 59

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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.

Sourcing Strategies 59

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Resilinc

AUGUST 31, 2021

Even the rush to invest in new semiconductor manufacturing is exacerbating the shortages. Companies and countries investing in new capacity is also driving shortages because the equipment to make semiconductors is highly automated,” said Vakil. Companies have had to retool their manufacturing and distribution networks again and again.

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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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The Logistics & Supply Chain Management Society

JANUARY 3, 2023

The next step of the ZEV declaration integrates workstreams of the United Nations Framework Convention on Climate Change (UNFCCC) High Level Action Champions (HLAC) with Automotive Manufacturers and The Climate Group’s EV100 to avoid duplication of effort and to pool resources.

Transportation 130

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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.

Procurement Analytics 52

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Freightos

NOVEMBER 21, 2016

Overcapacity (to the tune of 10% of the industry’s container capacity as surplus space) and fierce competition pushed South Korean ocean carrier Hanjin into bankruptcy on August 31st 2016, triggering a price uptick that held steady throughout the September holiday shipping surge. An ocean carriers need all the volume they can get.

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EMERGE App

DECEMBER 18, 2018

They range from small-batch soap manufacturing to the distribution of sports car parts. It firmly cemented China as the world’s manufacturing hub. The voracious appetite of US consumers for goods — from Apple products to Xmas trees — saw China become the de facto manufacturer of consumer goods.

Distribution 74

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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. We go the distance. Where can Bristlecone go for you?

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CH Robinson Transportfolio

MARCH 13, 2018

The manufacturers, key suppliers, and customer industries of semiconductor device makers are global, with a strong Asia presence. Like many industries, however, this one has experienced a shakeup in where various components are manufactured, with important and game-changing implications. Historically, U.S. for examination.

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Enterra Insights

JULY 9, 2019

this season, an above-average year is anticipated for East Asia that could affect production of consumer electronics sourced from China and Taiwan and more advanced technology products from Japan and nearby regions.”[1] While Resilience360 predicts a slightly below average number of hurricanes will affect the U.S.

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