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

AUGUST 3, 2023

The two special regions of concern are the Eurozone and Taiwan. Further indicated were signs of weakness occurring in China , Japan , Malaysia, South Korea , Taiwan and Vietnam. Taiwan ’s decline is directly related to both China along with continued constrained demand levels for high tech, smartphone and consumer electronics.

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Manufacturing Procurement Global Taiwan Optimal Sourcing 52

The Logistics & Supply Chain Management Society

JANUARY 3, 2024

The availability of capacity in industries like the semiconductor industry is tight. The proliferation of products and capabilities is exponential with over 60% of capacity in Taiwan. But, even then, the relocation of capacity is not a snap of the fingers. A chip is not a chip and a foundry is not a foundry.

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Resilinc

NOVEMBER 14, 2023

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. If that happens, everyone will be fighting for capacity. Is there a viable alternative?’

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Supply Chain Matters

OCTOBER 6, 2023

The three specific regions of concern remain the Eurozone, United Kingdom, along with Taiwan. Reported Easing Of Manufacturing Downturn in Taiwan The September S&P Global Taiwan Manufacturing PMI® report was headlined with Taiwan ’s manufacturing sector downturn now moderating by the end of Q3. reported for July.

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Supply Chain Matters

SEPTEMBER 3, 2022

The August report cited new order intakes declining for the second consecutive month with indications that excess capacity may be building among the global manufacturing sector. The bottom three were listed as Poland , Taiwan and Myanmar. The top three regions exhibiting PMI growth were noted as India, Australia and Thailand.

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Supply Chain Matters

SEPTEMBER 6, 2023

The three specific regions of concern are the Eurozone, United Kingdom along with Taiwan. Continued Deterioration in Taiwan The August S&P Global Taiwan Manufacturing PMI® report was headlined with persistent deterioration in manufacturing conditions with production and new order volumes continuing to show a sharp fall.

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Supply Chain Matters

NOVEMBER 9, 2022

Both The Wall Street Journal and Bloomberg are reporting that Taiwan Semiconductor Manufacturing Company (TSMC) , the globe’s leading advanced semiconductor device manufacturer, is considering investment in a second U.S. based fabrication facility.

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QAD

JANUARY 10, 2023

The war in Ukraine, shutdowns in China, and tensions with Taiwan have highlighted the dependencies on global supply chains. The question is, can things like labor shortages and inflation be mitigated for competitive advantage? The Great Resignation reduced the amount of labor in the market. Over 47 million Americans left their jobs.

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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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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

JULY 7, 2022

The S&P Global Taiwan Manufacturing PMI® declined to a contractionary of 49.8 for June and noted as a signal of renewed deterioration in the health of Taiwan’s manufacturing economy. Similarly, the S&P Global / CIPS UK Manufacturing PMI® fell to a two-year low of 52.8 in June as business optimism reportedly dipped.

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Manufacturing Procurement Optimal Sourcing Global Taiwan 52

Supply Chain Matters

DECEMBER 4, 2023

Suppliers continue to have capacity. Taiwan Moves Closer to Stabilization The S&P Global Taiwan Manufacturing PMI® November report was headlined with Taiwan manufacturing levels “ moving closer to stabilization in November.” Companies are still managing outputs appropriately as order softness continues.

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Supply Chain Matters

NOVEMBER 4, 2022

The October S&P Global Taiwan Manufacturing PMI® plummeted to its lowest level since 2009. percentage points below that of September and represented the fifth monthly deterioration in Taiwan business conditions. Noticeably, the Backlog of Orders sub-index declined 5.6 The reported October value of 41.5

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Proxima

JANUARY 25, 2024

As the year gets underway, we see a certain degree of ease and relief across rates of inflation and supply chain capacity. Daily escalations in the Middle East, ongoing war in Ukraine, and increasing frostiness between China and Taiwan – are just examples of the threat facing global supply disruption and reshaping trends.

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Supply Chain Matters

DECEMBER 1, 2022

Manufacturing conditions continued to deteriorate within Taiwan which reportedly experienced a further and described sharper decline in operating conditions. The S&P Global Taiwan Manufacturing PMI® for November reportedly rose fractionally to a value of 41.6, after plummeted to its lowest level since 2009 in October.

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Logility

MARCH 29, 2022

You need qualified, vetted suppliers in various global locations who can provide additional capacity when there is a surge in demand or disruption in supply. 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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CH Robinson Transportfolio

JULY 9, 2020

The order required moving oversized equipment from Shanghai (PVG) to Taiwan (TPE) within a limited time window. Robinson has worked hard to accurately analyze Teradyne’s production plan and their customer’s capacity to receive goods. It also maximized the loading volume based on Teradyne Suzhou’s production capacity.

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Supply Chain Matters

JUNE 5, 2023

The latter has been reinforced by the April GSPI Index from the New York Federal Reserve , and now, the reported May GEP Global Supply Chain Volatility Index which indicated that “ for the first time since June 2020, global chain capacity is now underutilized, indicating a shift to a buyers’ market. The May PMI value of 44.3

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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.

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Supply Chain Matters

OCTOBER 4, 2022

The orders-to-inventory ratio fell to another multi-year low last month as excess capacity continued to build at factories. The September S&P Global Taiwan Manufacturing PMI® once again remained rather concerning with the reported value of 42.2 Japan, Taiwan ) the average PMI value for Q3 was 49.0,

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Logistics Bureau

APRIL 20, 2020

Limited capacity of ports to handle exports. Brands such as Apple, HP, and Siemens rely heavily on Taiwan’s ODMs. Taiwan stands out as an example of a country that managed to contain the Coronavirus without resorting to an economy-wrecking lockdown. percent year-over-year in February, Taiwan posted a 21.12

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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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NC State SCRC

JANUARY 1, 2023

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. As noted in one of my blogs, however, producing a fab plant is a good step – but the supply chain for chips is still largely in Taiwan. More importantly, the supply chain isn’t there yet!

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Supply Chain Matters

JULY 6, 2023

Pronounced Deterioration in Taiwan The June S&P Global Taiwan Manufacturing PMI® report was headlined with business conditions across the country’s manufacturing sector deteriorating solidly in June. This country’s June PMI value was reported as 40.6, percentage points from May’s value of 43.2,

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DAT Solutions

SEPTEMBER 15, 2016

Capacity finds those opportunities, and throughout 2016, spot markets have restored 'normalcy' without generating the ripple effects that typically drive contract rates higher. If capacity isn’t nourished, it can disappear. Shipping containers toppled by strong winds of Typhoon Meranti, in Kaohsiung, Taiwan.

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The Logistics & Supply Chain Management Society

JANUARY 3, 2023

Other aviation commitments include ensuring effectiveness of the Carbon Offsetting and Reduction Scheme for International Aviation (CORSIA), promoting the development and deployment of sustainable aviation fuels (SAF), and capacity building. US-China bilateral climate talks resumed in Egypt after rift over Taiwan.

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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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Ware2Go

JUNE 20, 2023

If looking for an alternative, decision makers should know that the US recently signed a new trade deal with Taiwan. In a recent survey on the future of fulfillment , 45% of SMBs reported that they want to divert their team’s time away from fulfillment and back towards their core capacities.

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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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Supply Chain Matters

APRIL 4, 2023

Taiwan Taiwan’s activity as reflected in the S&P Global Taiwan Manufacturing PMI® March report indicated a milder deterioration in production operating conditions. The March reported further pointed to improved supplier capacities and stock availabilities in March. The March value of 48.6

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Resilinc

AUGUST 31, 2021

Companies and countries investing in new capacity is also driving shortages because the equipment to make semiconductors is highly automated,” said Vakil. Drought in Taiwan is causing big headaches for the highly water intensive semiconductor wafer fabs.

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Supply Chain Matters

SEPTEMBER 9, 2022

I n our Supply Chain Matters highlights of published global wide production (PMI) indices reported for August , there were discernible signs that China’s production disruptions coupled with decreasing global demand for products are leading to contracted production levels and clearer signs of excess capacity.

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Supply Chain Matters

SEPTEMBER 17, 2022

A further factor was that air cargo rates are now down upwards of 80 percent because of lower volumes and excess capacity among carriers and commercial airlines. The carrier’s Asia based operations have a concentrated focus on moving goods from manufacturing hubs in China , Taiwan or Singapore. 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. This new offering is designed not only to diagnose problems, but also to correct them – no new hardware, software or licensing required. We go the distance.

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Supply Chain Matters

DECEMBER 14, 2022

Some regions, particularly Europe, China and Taiwan are more exposed to these product demand constrained forces. The S&P Global Taiwan Manufacturing PMI® i ndex was reported as its lowest level since 2009 by the end of October 2022 while the S&P global Eurozone Manufacturing PMI® fell to a 29-month low.

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Arkieva

OCTOBER 27, 2015

Recently, I experienced an earthquake during my trip to Taiwan. While it caused some excitement (and concern) from us visitors, our Taiwanese colleagues shrugged and one of them even made a comment that this was our welcome to Taiwan. Safety or Extra capacity. I am not sure but I think this was the first one for me. Extra time.

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