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Implications of Apple Securing Semiconductor Fab Supply from the United States

Supply Chain Matters

In this Supply Chain Matters posting, we highlight a rather significant reports indicating that Apple is considering sourcing of the chip fabrication of its advanced design semiconductor processers within the U.S. within a period of two years, and the industry implications from such a move. . Background. based fabrication facility.

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Auto Industry Concerns in Sourcing Moves Within Mexico

Supply Chain Matters

Supply Chain Matters highlights concerns raised by automotive industry interests regarding evolving component sourcing among China based suppliers within Mexico. The report notes that electric vehicles assembled in Mexico can qualify for U.S. The report: To Avoid Hefty Tariffs, China’s BYD Eyes U.S. reached $1.1

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White House Unveils Supply Chain Report

Enterra Insights

”[1] A consolidated report of departmental reviews (aka the 100-Day Report) was published on 8 June. The report provides the foundation for six industrial base strategies “that underpin America’s economic and national security.” 100-Day Report Findings. Semiconductors. Mohib, Ryan M.

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Stop Food Waste Day 2024

Enterra Insights

The RTS staff reports, “The United States discards more food than any other country in the world: nearly 60 million tons — 120 billion pounds — every year. Department of Agriculture (USDA) reports, “In 2015, the USDA joined with the U.S. billion tons of food every year.”[1] ” What Can Be Done?

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American Software Reports Fourth Quarter and Fiscal Year 2022 Results

Logility

NASDAQ: AMSWA) today reported preliminary financial results for the fourth quarter and fiscal year 2022. During the quarter, SaaS subscription and/or software license agreements were signed with customers located in the following 9 countries: Australia, Belgium, Canada, Denmark, France, Mexico, Sweden, United Kingdom and United States.

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How is the Logistics Economy Holding Up?

Logistics Viewpoints

Source: J.P. The United States publishes monthly advance economic indicators that can provide more recent and updated information. The report for August (released in late September) shows negligible changes in the aggregate. However, imports of industrial supplies appear to be declining.

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Considerations for China Plus Supply Chain Sourcing Actions

Supply Chain Matters

The Altasian Option The Economist magazine in its February 25 th 2023 edition featured a report titled: The Altasian Option- Can Asia’s alternative supply chain steal China’s thunder? based Qualcomm ’s revenues from Vietnamese sourced chip facilities many of which supply other high tech firms such as Samsung, tripled between 2020 and 2022.