Category: China Supply Chain Strategy

Threats That Tensions Among the U.S. and China in Semiconductor Industry Could Reach Cold War Status

The Supply Chain Matters blog highlights the latest developments in the escalating trade tensions among the United States and China specifically related to semiconductor industry supply networks. For existing industry supply chain management or strategic procurement teams across the high-tech industry, the implication remains a highly sensitized cycle of geo-political tensions with short and longer-term implications.

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New Global Trade Developments Involving Brexit and China

The Supply Chain Matters blog highlights for readers a turn for the worse in the ongoing Brexit Withdrawal talks, and a ruling by the WTO in favor of China. Thus in the midst of the ongoing COVID-19 disruption, multi-industry supply chains will have to continue to assess the impacts of a hard Brexit and a more frosted trade relationship and the partial de-coupling of the manufacturing economies of China and the United States.

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Report indicating Foxconn is Moving Toward a More Regionalized Supply Network Strategy

The Supply Chain Matters blog highlights a further Asia based report that global contract manufacturer Foxconn is planning for an inevitable regionalized supply network strategy for key high tech and consumer electronics customers.

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COVID-19 and Global Trade Tensions: Updated Industry Supply Chain News Snippets

The Supply Chain Matters blog updates readers on rapidly changing industry developments related to high-tech and semiconductor, commercial aerospace product demand and supply networks, along with escalating trade tensions among the United States and China and added parcel rate hikes from UPS and FedEx involving online customer shipments.

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Semiconductor Supply Network Developments Accelerate Among the United States and China- A Sign to Even More Trade Tensions and Disruption Risk

The Supply Chain Matters blog provides a follow-up to the highlighting of ongoing developments that are likely positioning semiconductor fabrication and chip packaging supply networks for increased trade and industry tensions in the coming months and perhaps years.

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Signs of Geographic Strategic Sourcing Changes Among Semiconductor Supply Networks

The Supply Chain Matters blog highlights recent developments that are pointing to increased evidence of likely strategic sourcing moves concerning advanced semiconductor supply networks. Thus the question remains how committed respective governments and their legislators will be in such needs, given the overall cost, and the conflicting demands for other industry stimulus needs.

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COVID-19 Disruption: Review of First Quarter 2020 Industry Supply Chain Response

The Supply Chain Matters blog features capsule reviews of reported Q1-2020 industry financial and business challenges to provide readers broader perspective from a supply chain management lens as to what the post COVID-19 planning and operational environment will present in the coming months.

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Apple Leverages Clout and Influence to Attempt Aggressive New Product Introductions Within the Shadows of COVID-19

The Supply Chain Matters blog highlights Apple’s planned 2020 new product introductions and speculates how the consumer electronics giant will leverage its aggressiveness and clout to overcome likely COVID-19 related challenges and constraints.

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Added Survey Data Related to COVID-19 Impacts on Electronic Component Production and Lead Times- Discovery Process Now Underway

The Supply Chain Matters blog highlights the most recent member survey data from The Electronic Components Industry Association (ECIA) which quantifies views on expected return to normal production levels and the overall impact to electronics supply networks.

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Foxconn Accelerates High Tech Value Chain Integration Capabilities – A Potential Political Minefield for Apple

The Supply Chain Matters blog provides a supply chain update perspective on some important industry sectors in the ongoing backdrop of the COVID-19 coronavirus pandemic that continues to impact multi-industry supply chains. This particular commentary focuses on the high tech and consumer electronics sector, specifically strategic moves by Foxconn and Apple.

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Impact of COVID-19 Coronavirus Outbreak on March 2020 Global Production and Supply Chain Activity

The Ferrari Consulting and Research Group through the Supply Chain Matters blog highlights March 2020 highlights of global PMI indices providing the quantitative realities of the overall impact the COVID-19 coronavirus is having across global supply chain activity levels.

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Initial Survey Data Reinforces the Building Magnitude of Supply Chain Disruption as a Result of the Global-wide COVID-19 Coronavirus Outbreak

The Supply Chain Matters blog highlights results of two recent industry surveys initially quantifying the global supply chain impacts of the COVID-19 Coronavirus outbreaks but cautions that the real impacts are yet to manifest themselves from both product demand and supply chain dimensions.

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