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Join Marvell at the Optica's Executive Forum - The Premier Annual Event for Leaders in Optical Networking and Communications
The Executive Forum features C-level panelists in an informal, uncensored setting discussing the latest issues facing the industry and your business. Leaders from top companies discuss critical technology advancements and business opportunities that will shape the network in 2022 and the future.
Business Fireside Chat: Just in Time or Just in Case: Building a Resilient Supply Chain in a Post-COVID World
Chris Koopmans, Chief Operations Officer at Marvell
Monday, March 7, 2022 | 4:10 - 5:20 pm PT
The events of the last few years have shone a spotlight on the vulnerabilities of the semiconductor and optical supply chains. The reasons have been broadbased, ranging from accelerated digital transformation and production lockdowns caused by covid to the impact of tariffs and geopolitical issues on where manufacturing takes place
The inability to ship a $40,000 car given the unavailability of a $2 chips throw these issues into stark relief, and the impact is not contained to the automotive industry. Lead times for chips and equipment are being counted in the quarters rather than weeks causing a significant portion of demand across industries including PC, smartphone, auto and industrial to go unfulfilled. While some of this unfulfilled demand will be pushed out to future periods, there is also real demand destruction caused by these delays
It appears as though the industry needs to rethink of how to structure its supply chain to optimize across various factors including availability, security and cost. This panel will address the range of issues involved in building a resilient and optimized supply chain including
- Capacity and location of fabs to ensure supply security
- Assembly and packaging in locations optimized for capacity, cost of labor and tariffs
- New inventory management models transitioning to just in case from just in time
- Avoiding inefficiencies and increased cyclicality which comes from building to peak capacity
- Navigating governmental support/interference in these issues
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