Chips, Business And The Coronavirus

In the spring of 2003, the SARS (severe acute respiratory syndrome) hit China and Hong Kong, creating such panic that no one would touch crates on shipping docks. Ultimately, it erased an estimated $40 billion from the global economy and effectively shut down the Chinese semiconductor industry for several months. It could have been much worse, though, and this is what is particularly troubli... » read more

Living On The Edge

Looking around the globe at the big foundries these days, many of them are in danger zones—geopolitical, seismological, or areas that have been the incubators for public health disasters in recent years. This is one of the risks of a global supply chain, and it’s one that should cause ulcers for any supply chain management executive. South Korea’s Samsung is within a short missile laun... » read more

What’s The Backup Plan?

Over the past dozen years we have witnessed two major breakdowns in the global semiconductor supply chain. The first occurred in 2002, when an outbreak of severe acute respiratory syndrome (SARS) basically closed off Chinese manufacturing for several months. The second major problem occurred in 2011, when the Tohoku earthquake and a devastating tsunami shut down a good portion of Japanese produ... » read more