Category: High Tech and Consumer Electronics Supply Chain

Supply Chain Matters Insights from the Global Trade War Front- September 20, 2018

The Supply Chain Matters blog provides our September 20 update and insights commentary on the pace and impact of global trade and tariff events impacting global and industry supply chains.

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Computer Virus Temporarily Cripples Global Semiconductor Producer

A computer virus has reportedly impacted the operations of global semiconductor chip manufacturer TSMC. The report is yet another reinforcement to manufacturing and supply chain IT and operational teams that data and information security must remain a top priority.

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Today is Groundbreaking for Foxconn’s Proposed U.S. Manufacturing Facility

President Donald Trump visits Wisconsin today to participate in the groundbreaking ceremony for Foxconn’s announced investment in a $10 billion electronics manufacturing facility in southwest Wisconsin. Today’s ceremony comes with a lot of undertones.

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Tesla’s Announced Job Action- Inevitable but Sober in Consequence

Electric automaker Tesla has informed employees of a 9 percent overall reduction in workforce, primarily impacting salaried positions. The implication is that Tesla’s new management structure will continue to have a high dependency on existing employees, and in various degrees of talent and expertise to rally and address the ongoing challenges.

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Little Progress in High-Level Trade Talks Among China and the United States

Supply Chain Matters provides a brief but important update to our streaming blog commentaries on global trade developments. New developments that occurred late last week regarding trade talks among China and the U.S. add new credence of the continued negative implications for geo-political global trade policy shifts on multi-industry supply chains, and specifically, the Apple supply chain.

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Apple’s Fiscal Q2 Financial Performance- A Turning Point for Supply Chain Strategy

Apple reported its financial performance for the March-ending quarter, and investors seemed very pleased. Supply Chain Matters is of the view that the latest fiscal quarterly results represent a significant strategy inflection point for Apple’s hardware product supply chains.

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Apple’s Announcement in Achieving 100 Percent Renewable Energy Use- More Work Remains

Global consumer electronics manufacturer Apple indicated this week that the company’s ten-year old goal to have all owned facilities 100 percent powered by renewable energy sources has been achieved. While Apple deserves credit for this achievement, the scope of this announcement does not include major elements of its global supply chain.

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Global Trade Actions: China Responds to U.S. Steel and Aluminum Import Tariff Actions

China has unveiled retaliatory tariffs on a reported 128 U.S. products that are imported into one of globe’s most significant economy. The actions were characterized as a response to the Trump Administration’s actions on imposing steep tariffs on certain steel and aluminum products imported from China.

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