SEMI Equipment Reaches Highest Levels Since 2012 – Signal for Growth
Two indicators that we monitor regarding longer-term momentum along the global semiconductor supply chain are the SEMI equipment book-to-bill ratios and the SIA global sales data.
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Supply Chain Shifts Demand Service Models that Front Savings and Quality
During the recent months, the industry news has focused on positive disruptions from new growth opportunities. The growth forecasts are based in IoT device expansion coupled with the strategically lower-priced end-devices for consumer markets globally. With price a critical element to the growth opportunities, supply chain shifts and new competition have companies exploring new relationships and service models that improve margins. This week, Smith's Jennifer Kabbara, Trader Development Manager, discussed in Global Purchasing the shift by purchasing managers to the independent distribution channel to realize significant cost savings while maintaining top quality. Also in the supply chain news is the discussion building around the direction of industry standards and quality metrics for maintaining counterfeit vigilance, as Matt Hartzell, Smith's Chief Operating Officer, discussed in Electronics Purchasing Strategies.
Read more: Supply Chain Shifts Demand Service Models that Front Savings and Quality