3 ms·
TAM for semiconductors turned out to be wayyyyyy bigger than the world's manufacturing capacity for semiconductors. I don't know how this caught manufacturers b
by depereo 5y ago
TAM for semiconductors turned out to be wayyyyyy bigger than the world's manufacturing capacity for semiconductors. I don't know how this caught manufacturers by surprise, but perhaps there's bottlenecks in talent, supporting industry and infrastructure that I'm not aware of that would have made additional expansion difficult previously.
- colechristensen 5y agoThere’s just not flexibility built in to the supply chain because flexibility adds cost. When things go well this just in time manufacturing is lauded as a huge money saver, when they aren’t… you get now. The business of running everything to the wire on credit and working “cost of capital” so much into business decisions gets us here.