Resilinc

FEBRUARY 17, 2016

magnitude earthquake rattled southern Taiwan at the start of Lunar New Year, the island’s largest nationwide holiday. Taiwan is the world’s leading producer of semiconductors and integrated circuits (IC), and high tech companies are wondering how this earthquake could affect the global electronics supply chain. Around 4 a.m.

Taiwan 48

Taiwan Analysis Supply Chain Electronics 48

Supply Chain Shaman

JANUARY 9, 2024

Nvidia, Northrup Grumman, PACCAR Inc, PCA (Packaging Corporation of America), ResMed, Rockwell Automation, Ross Stores, Taiwan Semiconductor Manufacturing (TSMC) Company, Tempur-Pedic, TJX, Toro, Toyota, West Pharma, United Tractors, and Urban Outfitters. The industry struggles with groupthink. Most companies are not clear.

Supply Chain Planning Software 287

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Supply Chain Brain

OCTOBER 7, 2021

A Biden administration effort to untangle global chip supply snarls is facing resistance from lawmakers and executives in Taiwan and South Korea, complicating attempts to resolve the bottlenecks hurting industries from automobiles to consumer electronics.

South Korea 124

South Korea Taiwan Global Data 124

Supply Chain Matters

JULY 28, 2023

Company chairman Mark Liu indicated to reporters that construction and rollout is hampered by a shortage of skilled workers and that experienced technicians from Taiwan might have to be temporarily assigned to the U.S. from Taiwan to assist in facility planning and layout. market demand including that of Apple.

Sourcing Strategies 52

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Supply Chain Shaman

JUNE 21, 2023

Due to travel restrictions, I cannot attend many industry events, so I observe from home, watching webinars and remote broadcasts. ” I believe that the industry is stuck. With more than forty-five years of experience in the industry, I struggle with the lack of progress and the current level of Groupthink. The reason?

Gartner 346

Gartner Supply Chain Planning Software Supply Chain Design Software Supply Chain Planning 346

Supply Chain Game Changer

OCTOBER 6, 2022

Just-in-time Supply Chains have long been the envy of companies and industries of all kinds. The automotive industry is renowned for having the envious Just-in-time business model at work. Deloitte states that the automotive industry lost sales of $210 billion in 2021 alone due to chip shortages. How could this be?

Supply Chain Design Software 86

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Supply Chain Matters

OCTOBER 25, 2023

A published report by The Wall Street Journal this week indicates that both Apple , and contract manufacturer Foxconn are: Getting Caught in Taiwan Tensions With iPhone Supplier Probes. In 2019, Gou gave up his chairmanship of Foxconn after announcing a Taiwan presidential bid.

Manufacturing Procurement 59

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Supply Chain Matters

AUGUST 11, 2023

One prominent area has been that of semiconductor design, fabrication, and assembly needed to support deemed strategic domestic industries and national defense needs. In essence, a shift toward regionalized semiconductor design, fabrication and supply networks are underway. legislation, hence the delay.

Supply Chain Planning Software 52

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Supply Chain Matters

NOVEMBER 17, 2022

within a period of two years, and the industry implications from such a move. . In prior Supply Chain Matters industry specific commentary focused on global semiconductor supply networks, we have called reader attention to the increased signs of long-term regional fab production shifts. Background. based fabrication facility.

United States 52

United States Manufacturing Procurement Security Taiwan 52

Supply Chain Matters

AUGUST 3, 2022

The latest report indicated that rates of expansion slowed in consumer, investment and intermediate goods industries, the latter for the third time in three months. The bottom three were listed as Poland , Taiwan and Myanmar. . The top three regions exhibiting PMI growth were that of India, Australia and the Netherlands. from the 51.7

Manufacturing Procurement 99

Manufacturing Procurement Global Manufacturing Taiwan 99

ivalua

NOVEMBER 8, 2022

In contrast, chip manufacturing has significantly increased in Taiwan, South Korea, and China over the same time period*. The Semiconductor Industry Association, the leading U.S. semiconductor industry group, estimates that the CHIPS Act will add $24.6 The Semiconductor Industry Association, the leading U.S.

Manufacturing Procurement 223

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Resilinc

JANUARY 25, 2021

Resilinc’s EventWatch AI began alerting customers in October about a likely chip shortage and the impact it would have across the high-tech and automotive industries over the coming months. Companies usually factor in the New Year holidays by pre-ordering inventory from companies based in China, Taiwan, and other Asian countries.

Automotive 62

Automotive Manufacturing Procurement Industrial Industry 62

Supply Chain Matters

AUGUST 3, 2023

The two special regions of concern are the Eurozone and Taiwan. Report authors noted that sector data of new orders indicated that contraction occurred across consumer, intermediate and investment goods industries. Further indicated were signs of weakness occurring in China , Japan , Malaysia, South Korea , Taiwan and Vietnam.

Manufacturing Procurement 52

Manufacturing Procurement Global Taiwan Optimal Sourcing 52

Supply Chain Shaman

JULY 25, 2021

I find the industry complicit. To make the point, let me share an orbit chart for four industries (reference Figure 1). While some might claim that the industry made progress, the facts show that the industry margin decreased precipitously in three of the four industries shown. How could the industry spend 1.7%

Procurement Analytics 370

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Resilinc

NOVEMBER 14, 2023

Resilinc’s Rick Freeman weighs in on the future opportunities for high-tech and semiconductor companies Despite the stabilization of the high-tech and semiconductor supply chain, the industry still faces pressure due to ongoing import/export restrictions and changing regulations governing semiconductor production and sourcing.

Supply Chain Strategy 58

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The Logistics of Logistics

AUGUST 22, 2022

He writes a regular JOC column, speaks regularly at industry events and has been quoted in or written for mainstream business media including the The Wall Street Journal, CNBC and The Washington Post, CBS News, NPR, The Financial Times, The New York Times and others. the world’s largest container shipping conference, now 23 years old.

Supply Chain Planning Software 204

Supply Chain Planning Software Supply Chain Planning Supply Chain Software Supply Chain 204

Supply Chain Shaman

JUNE 29, 2022

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. The automotive industries–with the poorest capabilities to plan and manage suppliers–will suffer the most.

Supply Chain Design Software 251

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Logistics Bureau

MARCH 11, 2020

When leading economists start talking about a drop in manufacturing comparable to the start of the 2007-2008 global financial crisis, you can be sure that the world’s leading industries are in for a torrid few months. Since then, the impact on manufacturing and global supply chains, across multiple industry sectors, has been significant.

Industrial 52

Industrial Industry Manufacturing Procurement Pharmaceutical 52

Supply Chain Game Changer

SEPTEMBER 7, 2021

” The pandemic had exposed the fragility of global Supply Chains everywhere and in every industry. The computer chip manufacturing industry was impacted as well, but I also knew that most of the semiconductor chips in the world are manufactured in Taiwan. The Pandemic Strikes Again!

Automotive 80

Automotive Supply Chain Optimization Supply Chain Software Supply Chain 80

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.

Manufacturing Procurement 59

Manufacturing Procurement Global Optimal Sourcing United Kingdom 59

Supply Chain Shaman

AUGUST 24, 2020

In short, the market is confusing, but more importantly, there are no leaders driving the industry forward. The industry will only move forward if business leaders take action. The only two successful and transformational public networks were driven by Walmart and Taiwan Semiconductor (TSMC). Each business model is self-serving.

Supply Chain Network Software 326

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SCMDOJO

APRIL 22, 2024

This article will explore why disruptions happen, and how the industry deals with them as they come. Among surveyed respondents, nearly 97% of industrial product companies saw disruptions during the pandemic. Cyberattacks While it may not seem like a threat, cyberattacks can disrupt entire industries if left unchecked.

Inventory Reduction 77

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Supply Chain Matters

SEPTEMBER 6, 2023

The three specific regions of concern are the Eurozone, United Kingdom along with Taiwan. From our lens, the August data further reflects ongoing shifts in production sourcing within specific industry sectors. Global Wide Manufacturing Activity Levels Global manufacturing activity as reported by the J.P.

Manufacturing Procurement 52

Manufacturing Procurement Optimal Sourcing Global Price Reduction 52

Resilinc

NOVEMBER 8, 2023

So far in 2023, Resilinc’s supply chain disruption monitoring platform EventWatch AI sent 7,422 disruption alerts for the high-tech industry—up just 1% from the same time period in 2022. And what challenges does the high-tech industry have to tackle to avoid future semiconductor shortages? What were the causes behind these disruptions?

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Enterra Insights

APRIL 18, 2024

At least as important have been ideological changes, among them the rise in protectionism and nationalism, notably in the US, triggered by the economic rise of China and the ‘China shock’ to industrial employment. Parallel changes have occurred in Xi Jinping’s China. Geopolitical risks, such as the Russo-Ukrainian War and U.S.-China

Global 130

Global Cost Reduction Strategies Expense Reduction Inventory Reduction 130

NC State SCRC

JULY 6, 2022

This has impacted all industries, but it’s been particularly bad for the automotive industry. Another problem is the structure of the chip industry itself. In addition to the bottlenecks with the contract manufacturing foundries, you also had massive COVID outbreaks in Taiwan in June 2021 t.

Taiwan 59

Taiwan Automotive Electronics Columbus 59

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. The automotive industries–with the poorest capabilities to plan and manage suppliers–will suffer the most.

Supply Chain Design Software 130

Supply Chain Design Software Supply Chain Planning Software Supply Chain Design Supply Chain Software 130

Supply Chain Matters

SEPTEMBER 3, 2022

We additionally noted that many businesses were factoring uncertain product demand and supply network risks, and that was going to make industry supply chain strategies far more challenging in the weeks ahead. The bottom three were listed as Poland , Taiwan and Myanmar. The August index again declined to a contraction value 42.7

Manufacturing Procurement 59

Manufacturing Procurement South Korea Manufacturing Global 59

Supply Chain Matters

JANUARY 6, 2023

This posting serves as a side panel to the start of our multi-part unveiling of our individual 2023 predictions for industry and global supply chains. . Taiwan activity as reflected in the S&P Global Taiwan Manufacturing PMI® eased, rising from a depressed value of 41.6 Global Manufacturing Activity Levels. has fallen 5.6

Manufacturing Procurement 52

Manufacturing Procurement Manufacturing Global Taiwan 52

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. centric investment announcement from many other global semiconductor industry players. based fabrication facility.

Sourcing Strategies 52

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Supply Chain Shaman

JULY 21, 2022

Assa Abloy AB, Ametek, Broadcom, CCL Industries, Celanese, Clorox, Intuitive Surgical, Hubble, Lockheed Martin Corporation, Koninklijke Ahold Delhaize NV, Monster Beverages, Nike Inc., Northrup Grumman, PACCAR Inc, ResMed, Ross Stores, Sleep Number, Subaru, Toro, and Taiwan Semiconductor Manufacturing (TSMC) Company. Industry Bias.

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Supply Chain Matters

DECEMBER 4, 2023

The report’s authors indicated that the downturn in global production was primarily centered on the intermediate goods sector which remains not a positive sign for future multi-industry supply network momentum in the weeks to come. Commenting on the November data, Bennett Parrish, Global Economist at J.P.

Procurement Analytics 59

Procurement Analytics Manufacturing Procurement Report Global 59

Supply Chain Matters

NOVEMBER 4, 2022

Of further concern to economists and global supply chain management teams was indicators that the October downturn was concentrated in the intermediate goods sector, which is essentially multi- industry supply network activity, the pipeline feeding production of goods. Noticeably, the Backlog of Orders sub-index declined 5.6 Bob Ferrari.

Manufacturing Procurement 52

Manufacturing Procurement Report Global Manufacturing 52

CH Robinson Transportfolio

MARCH 13, 2018

Supply Chain Solutions: What You Can Learn From the Semiconductor Industry | Transportfolio. Companies in technology-based industries are vulnerable to becoming obsolete unless they can quickly assess their biggest supply chain challenges and apply the right resources to solve problems. 3 Familiar Issues Facing Semiconductor Companies.

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Enterra Insights

FEBRUARY 25, 2022

As Cohen and Ewing note, the more important player to watch in this scenario is China, who has its eye on Taiwan and territory in the South China Sea. If China invades Taiwan, the global supply chain would feel tectonic shocks, not just tremors. ” The agricultural sector will also be impacted by the conflict.

Ukraine 130

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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. Bob Ferrari.

Sourcing Strategies 59

Sourcing Strategies Supply Chain Design Software Manufacturing Procurement Supply Chain Strategy 59

Supply Chain Matters

MAY 30, 2023

The authors further observed that there was a notable upward contribution from Taiwan stocks of purchases. The logistics industry remains hopeful in new signs indicating that retailers and manufacturers are getting closer to working off the overall glut of inventories that resulted in 2022. This recent April data reinforce that U.S.

Manufacturing Procurement 52

Manufacturing Procurement Procurement Analytics Taiwan New York 52