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US Semiconductor Fab Investments Make Headlines and Concerns

Supply Chain Matters

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.” Noted in interviews with sources is a realization that facility construction costs are four to five times higher than what they would be Asia. sourced capability.

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Relatively Cautious Global Production and Supply Chain Indices for February 2022

Supply Chain Matters

The Supply Chain Matters blog highlights February global manufacturing and supply chain indices and challenges relative to product demand and supply network imbalance levels in the first quarter of 2022. Morgan Global Manufacturing PMI® report, a composite index produced by J.P. The IHS Markit Manufacturing PMI™ reported a value of 57.3