Report of the Likely Bifurcation of Global Smartphone and Telecommunications Supply Networks
The Supply Chain Matters blog provides a follow-up to a previously published blog, with a separate report specifically predicting the bifurcation of global smartphone and telecommunications supply networks as a result of an announcement by TSMC to build a new state-of-art semiconductor fab facility in the United States.
by Bob Ferrari 
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.
by Bob Ferrari 
