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A#
Chip-hunting
Page 5-6 - Coggle Diagram
A#
Chip-hunting
Page 5-6
Main Points
Long-term Strategies
Companies must address the cyclicality of supply and demand imbalances by applying a strategic lens to sourcing and supply chain structure.
Inventory strategies should be implemented to mitigate supply risks, especially in vulnerable categories.
Agile process and organizational capabilities should be developed to refine business-as-usual structures.
Closer ties should be forged with Integrated Device Manufacturers (IDMs) and fabless players to gain transparency into demand and product roadmaps.
Buy-sell programs with tier-one suppliers can enhance visibility in supply chains and enable direct cost negotiations.
Reference:
- "The most common approach ... imbalances."
- "Leading companies ... and contracting."
- "An early priority ... supply risks."
- "Meanwhile ... is lower."
- "Given pervasive... fabless players."
- "Higher levels ... product roadmaps."
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