Supply Chain Matters News Capsule Update September 18 2023
The Supply Chain Matters blog provides an updated news capsule follow-up relative to major supply chain management and industry developments that we have shared previously on this blog. Companies included in this capsule update are Pratt & Whitney, Flexport, and Volkswagen AG.
by Bob Ferrari 
Labor Strike Underway Targeting Three US Automakers
After ongoing labor contract renewal talks failed to reach an agreement by midnight, the United Auto Workers (UAW) labor union has now initiated targeted walkouts among select production facilities of Ford Motor, General Motors and Stellantis.
by Bob Ferrari 
Apple Product Event Provides Added Supply Chain News
Apple conducted its annual new product line-up event and in addition to new product announcements, the lead up to the event has provided supply chain related news
by Bob Ferrari 
Supply Chain Matters News Capsule Follow-Up September 1 2023
The Supply Chain Matters blog provides our latest news capsule follow-up relative to updating readers to prior supply chain management developments that we have shared on this blog.
by Bob Ferrari 
Supply Chain Matters This Week in Supply Chain Tech August 30 2023
The August 30, 2023 edition of Supply Chain Matters This Week in Supply Chain Technology provides highlights of investments in Redwood Materials and ConverSight
by Bob Ferrari 
Added Evidence of Emerging Regionalization of Global Supply Networks
The Ferrari Consulting and Research Group, via its affiliated Supply Chain Matters blog calls reader attention to two recently published research papers that address and highlight evidence of ongoing shifts in global supply component and end production sourcing.
by Bob Ferrari 
Two Senior Executive Departures at Tesla
Supply Chain Matters highlights two recent key executive departures that are occurring at EV automaker Tesla, and the backdrop of these developments.
by Bob Ferrari
Rivian Has Done its Supply Chain Basics Homework
Rivian Automotive’s recent report on quarterly financial performance provides evidence that this EV start-up is showing signs that the company has done its homework in supply chain and production operations industry basics.
by Bob Ferrari 
Added Evidence of Cyclical Shifts in High Tech Industry Supply Networks
Supply Chain Matters highlights added evidence derived from sampling of Q2 financial and operational reporting of key high tech industry suppliers reinforcing product demand cyclical shifts are still underway.
by Bob Ferrari
TSMC Plans for First European Based Semiconductor Chip Plant
Global contract semiconductor chip producer TSMC announced this week plans for its first European based semiconductor facility as an extension of an evolving production regionalization strategy.
by Bob Ferrari
TSMC Delays Opening of U.S. Fab Complex
In conjunction with the company’s report of disappointing Q2-2023 financial performance, TSMC elected to push back the start of a planned $40 billion U.S. advanced chip fabrication complex in Arizona until 2025, a year later than previously planned.
by Bob Ferrari
Continued Cyclical Slump Impacting High Tech Supply Networks
Supply Chain Matters highlights reports of Q2-2023 financial performance from two major influential high tech suppliers indicating constrained end product demand levels and inventory overhang continue to impact supply networks.
by Bob Ferrari 
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