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Is there even a better solution than to let the current supply chain issues play out? The status quo with supply chains and manufacturing is there for a reason
by urthor 5y ago
Is there even a better solution than to let the current supply chain issues play out?
The status quo with supply chains and manufacturing is there for a reason, silicon in particular reflects its boom bust cycle as well as the absurd costs of CapEx.
I think people are reaching when they table the hypothesis that current supply chain issues are due to mistakes or mismanagement of some middle manager, in some corporation somewhere.
Maybe, just maybe, the cost of having a bunch of spare infrastructure for a once in a lifetime rearrangement of the supply chain due to Covid isn't worthwhile?
- arendtio 5y agoSure, waiting is an option. But I wonder which other options are available in the long term. We talked about stockpiling. But how about rearranging the supply chains? Distribute the production of products? Shortening the supply chains? Estabilishing multiple cheap transport routes? etc.