Supply Chain Matters

OCTOBER 4, 2022

Supply Chain Matters provides our monthly highlights commentary and perspectives on published monthly global manufacturing PMI and supply chain activity indices. Now, with September and full Q3 reporting available, global manufacturing activity has officially fallen below the 50.0 Global Wide Production Activity. represented a 0.5

Manufacturing Procurement 52

Manufacturing Procurement Global Manufacturing Trends 52

Arena Solutions

NOVEMBER 29, 2022

and France investing heavily in developing and procuring advanced UAM systems for commercial operations. Ann noted, “We can manage product complexity by providing one accurate source of product information for the entire product team, including your global supply chain. Ann believes Arena can help.

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Supply Chain Matters

MARCH 7, 2023

The alternative supply chain or “ Altasian” is defined as countries consisting of Japan, South Korea, Taiwan, India, the Philippines , Indonesia, Singapore, Malaysia, Thailand, Vietnam, Cambodia and Bangladesh. billion in population will be the linchpin of an alternative sourced Asian supply network.

Sourcing Strategies 52

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Supply Chain Matters

FEBRUARY 28, 2024

Supply Chain Matters highlights concerns raised by automotive industry interests regarding evolving component sourcing among China based suppliers within Mexico. market entry to that of Japanese automakers on the 1970’s and South Korea based makers in the 1990’s. Inflation Reduction Act passed in 2022.

Mexico 52

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Supply Chain Matters

JULY 25, 2022

Restoring More Direct Control in Materials Sourcing. Prediction Two of this year predictions indicated the following: Restoring More Direct Control in Strategic and Tactical Direct Material Sourcing Will be the Driving Force for Businesses and their Supply Chain Management Teams in the Coming Year.

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Logistics Bureau

MARCH 3, 2020

Containers are piling up in ports, international shipping has been hammered, Western companies are battling to source products from traditional suppliers, and disruptions are being experienced throughout the global supply chain. COVID-19 Impact on Procurement. And, according to some analysts, things could get worse—a whole lot worse!

Manufacturing Procurement 66

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Logistics Bureau

MARCH 19, 2020

Some US manufacturers, however, have resorted to airlifting supplies from China at a premium price. These smart operators include: John Deere: The agricultural vehicle manufacturer says it expects to spend $40 million (USD) on expedited freight to ensure there is no disruption in supply.

Pharmaceutical 64

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Resilinc

JULY 26, 2022

Not coincidentally, the company opened its first in-house European manufacturing facility in Budapest in June. Samsung follower SamMobile.com reports that Samsung is boosting its use of domestic Korean sources for expandable components in semiconductor manufacturing. Lenovo, the largest PC maker by unit sales, saw 12.5%

Manufacturing Procurement 62

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Supply Chain Game Changer

FEBRUARY 27, 2019

For instance, the bankruptcy of South Korea’s 7th largest shipping company (Hanjin Shipping) led to a dramatic reduction in global supply chain shipping capacity. Source raw materials from reclamation centers where possible. Supplier consistency applies to manufacturers as well. Economic Instability. Connectivity.

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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. With semiconductor sourcing capability being viewed as “the new oil” in geo-political trade the dynamics are ever changing. based fabrication facility.

Sourcing Strategies 52

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Supply Chain Matters

MARCH 5, 2024

Slight Rise in Global Wide Production Activity Global-wide manufacturing levels as depicted in the J.P. Morgan Global Manufacturing PMI® was headlined with back-to-back expansion levels in February. The HSBC India Manufacturing PMI® rose from 56.5 Manufacturing Among the two reported PMI reports relative to U.S.

Manufacturing Procurement 59

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Supply Chain Matters

NOVEMBER 23, 2022

Supply Chain Matters highlights an additional strategic sourcing announcement involving the future production of electric powered autos and vehicles in North America. South Korea based LG Chem announced this week a planned $3.2 Announcement. Under new U.S. and other global regions. That further adds to fulfilling U.S.

Automotive 52

Automotive South Korea Tennessee Manufacturing Procurement 52

Supply Chain Matters

JANUARY 25, 2023

Supply Chain Matters highlights a breaking news development involving Tesla’s existing Nevada based Gigafactory that will be of interest to Automotive EV manufacturers and their supply networks. His 2018 effort led to a Securities and Exchange Commission settlement and this consequent shareholder lawsuit. More to come. All rights reserved.

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Supply Chain Matters

JULY 21, 2022

Samsung already has a presence in the area in what is described as the largest fab facility outside of the company’s South Korea corporate headquarters. and Europe to actively consider tax incentives and other policy measures that would lead to more domestic sourcing of semiconductor production. has to do so as well.

South Korea 52

South Korea Report Manufacturing Procurement Sourcing Strategies 52

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. Global Wide Manufacturing Activity Levels Global manufacturing activity as reported by the J.P. Manufacturing production reportedly decreased for the second consecutive month.

Manufacturing Procurement 52

Manufacturing Procurement Global Taiwan Optimal Sourcing 52

Supply Chain Matters

AUGUST 10, 2023

July is typically a month in which Chinese suppliers and manufacturers have ramped up production levels to support global-wide back-to-school and other holiday related demand for products that peak in the November and December surge period. reflects broader weakness in the entire chain of global manufacturing.”

China 52

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Supply Chain Matters

AUGUST 11, 2023

South Korea recently announced plans to foster the globe’s largest concentration of semiconductor supply network capabilities over the coming two decades. Thus far, semiconductor and battery manufacturing regionalization are tracking way ahead on this prediction. based fabrication capabilities.

Supply Chain Planning Software 52

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Supply Chain Matters

MARCH 3, 2022

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

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Supply Chain Matters

MARCH 23, 2023

Latest Iteration Last week the Government of South Korea announced plans to foster the globe’s largest concentration of semiconductor supply network capabilities over the coming two decades. Added Thoughts Both South Korea and Japan are being positioned by evolving U.S, based capabilities.

South Korea 52

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Supply Chain Matters

AUGUST 2, 2022

Samsung Electronics reported an over 21 percent rise in quarterly revenues for the South Korea based company, but the numbers reportedly ended a streak of three consecutive quarters of record revenue growth. The manufacturer has now reduced its expectations for industrywide smartphone shipments to flat or minimal growth.

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Supply Chain Matters

MARCH 3, 2023

Because of that, Lopez reportedly insisted that Tesla initiate the use of recycled water throughout the planned Monterrey manufacturing complex which CEO Musk reportedly agreed to do. At this week’s investor event, Tesla executives did not share any details related to this Mexican facility indicating that details would come later.

Supply Chain Planning 40

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6 River Systems

SEPTEMBER 17, 2019

In addition to cutting the need for outsourced manufacturing, this move could give the company a leg up on the competition by making it possible to get products in the hands of consumers faster. Additionally, the company’s manufacturing expertise will enable the reduction of production costs. manufacturing facility in 2014.

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My Office Apps

MARCH 17, 2020

While China, Italy, Japan and South Korea are on lock-down, the same thing is happening at large and small companies in the states. Laundry Between Emails: Making the Most of the Coronavirus Pandemic. The Coronavirus is putting remote work to a gigantic test, and at a totally unprecedented scale.

Modeling Software 79

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Logistics Viewpoints

SEPTEMBER 7, 2022

Kevin Nelson, a chief procurement officer and senior vice president at BD, agreed to be interviewed on this topic. Mr. Nelson points out that it is possible for a sourcing problem deep in a supply chain to halt production for BD. If there is only one supplier in the world providing a critical component, “do I need to dual source?

Supply Chain Visibility 261

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My Office Apps

MARCH 17, 2020

While China, Italy, Japan and South Korea are on lock-down, the same thing is happening at large and small companies in the states. Laundry Between Emails: Making the Most of the Coronavirus Pandemic. The Coronavirus is putting remote work to a gigantic test, and at a totally unprecedented scale.

Modeling Software 52

Modeling Software Supply Chain Network Software Logistics Network Optimization Software South Korea 52

ivalua

MAY 7, 2020

Large trading partners included China, the United States, Australia, and South Korea. And sellers in the Japanese market, such as Australian mining companies, had to find new customers to replace those Japanese manufacturers who were forced to halt production due to the quake. Most Procurement organizations are not yet advanced.

Optimal Sourcing 130

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Resilinc

JANUARY 23, 2024

Accomplished procurement veteran and author Tom Linton provides valuable insights into the supply chain risk management landscape in 2024 in this exclusive Q&A. In this Q&A, Tom shares insightful stories from his over 20 years in procurement and tells us what should be top of mind for supply chain managers in 2024.

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Resilinc

JULY 20, 2021

In the decades since, Linton and his teams at IBM, LG, Flex and other companies have driven billions in annual procurement to China and other Asian countries, helping to create the Asia-centric manufacturing supply chains of today. based manufacturers will still need a strong supply base from friendly countries.

Manufacturing Procurement 62

Manufacturing Procurement Manufacturing Puerto Rico Inventory Reduction 62

Supply Chain Matters

OCTOBER 19, 2022

Supply Chain Matters has provided readers multiple commentaries focused on the shifting forces, both geo-political and industry generated, that are now providing short and longer-term impacts on the sourcing of semiconductor manufacturing and associated networks. sourced design technology for China ’s major chip designers and fabs.

Supply Chain Network Software 52

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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.

Manufacturing Procurement 52

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Supply Chain Matters

FEBRUARY 28, 2023

Ford and China based Contemporary Amperex Technology (CATX) have plans to build a domestic sourced battery production facility in Michigan. and the subsequent Biden Administration efforts to have legislation enacted to favor domestic sourcing of production as well as technology providers deemed favorable to U.S. This planned $3.5

Michigan 52

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Supply Chain Matters

MAY 23, 2023

In a previously published Supply Chain Matters commentary in February, we highlighted Ford’s plans to operate and manage a battery production plant in Michigan , with technology collaboration from South Korea based battery producer CATL who will license its intellectual properties for battery technologies to Ford. powered EV’s.

Material Savings 52

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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.” 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.

Supply Chain Planning Software 52

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Supply Chain Matters

APRIL 4, 2025

At the end of Q1-2025 , global manufacturing activity levels remained at a state of muted expansion amid reported weak production volume growth. Morgan Global Manufacturing PMI posted a value of 50.3 The HSBC India Manufacturing PMI posted a March value of 58.1 in March, down from the 50.6 reported for February.

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Supply Chain Matters

MAY 28, 2025

manufacturing investment. As an example, Taiwan Semiconductor Manufacturing Company (TSMC) , the largest global wide fabricator of advanced semiconductor processors has previously announced plans to invest upwards of $100 billion in fab facilities located in the U.S., Global Wafers $4 Billion U.S. production. and primarily in Arizona.

Demand Planning Software 52

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Supply Chain Matters

DECEMBER 6, 2024

At the midpoint of Q4-2024, overall global and regional manufacturing levels reportedly stabilized but there remains notable regional differences. Of special concern is deepening manufacturing recessionary conditions occurring within the eurozone sector along with speculation that a new Trump Administration taking office in the U.S.

Manufacturing Procurement 52

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Supply Chain Matters

MARCH 4, 2025

sourced semiconductor production. but other countries including Asian nations such as Taiwan , the current global hub, along with South Korea , Japan , China and other nations. but other countries including Asian nations such as Taiwan , the current global hub, along with South Korea , Japan , China and other nations.

Manufacturing Procurement 52

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