Critical Subsystems and Components: Uncovering the Secrets of the Supply Chain
Supply chains are complex and continually changing. Now, more than ever before, it is vitally important to understand how they work, know where risks are emerging, and identify where efficiencies can or cannot be made. This presentation maps out the structures of the semiconductor equipment supply chain and highlights the role suppliers of critical subsystems and components play. In the past, these suppliers have been able to deliver new technologies and be responsive to rapid changes in demand but there have been several near misses. Here are the key datasets you should be tracking so you do not get any nasty surprises.