vCi oe nwt roaprpi aons:i tAe pt oe rt shoenowp ihnoi ohna obfi ttuhael l ymtaajkoer si t ay. Curmudgeon: An ill-tempered (and frequently old) person with stubborn ideas or opinions. As I process the content, I struggle. My mind questions, “How did we get here? ” I believe that the industry is stuck. My question is, “How do we break the conventional norms to drive breakthrough thinking?” Mb oarnny dcuarsien gs t tuhdei epsa pn rdeesme ni ct eadn da t t thoedpa oy s’ st -cpoannf de reemn icce tsuwr beur e- lt er andc ei t. i Wo nhaill es ucpopml yp-acne inetsr itca lpka dt hi gs i. tHa le, rteh ea rper omj ey ctths of uo gl lho tws this morning over coffee: Celebration of Supply Chain Leadership? While IG wa rat sn eprr eTpoapr i2n5g Af onra sl yusri gs e. Dr ye, sGi ga nr tende tror el i lf et at sheedptrhoef e s - sion and celebrate supply chain results, I struggle to find that the methodology supports either objective. Td ehceaadneas l yosf irseips onrot iwn gi n. Bi ut st ndioneest iiet thheyl pe at rh. eApl mr oofsets -t w o sion? My vote is “no,” and I hope to convince you. Twhi teh Gi na rt ht neeGr aarnt an leyrs inseitswboi ar ks e. Fd otro we xaarmd pc loem, tphaenGi easr t - ner Top 25 celebrates the accomplishments of Intel (active with Gartner), but in the analysis in Table 1, Nvidia Corporation and Taiwan Semiconductor (TSMC) outperform Intel. Neither Nvidia nor TSMC macatikveesitnhtehGe aGratnrtenrelrisnt.eTtwheorrke.ason? They are not
Table 1.3. Semiconductor Industry Analysis
WI n ot eul l odryToSuMf eCe?l Ob er tNt eVri da bi ao?uTt hyeo ue rn trierseuilnt sd ui fsyt royu swe ce-r e tInorteal nisallyissties dcloenartlhyesGhoarwtns ethr aTtoIpnt2e5l .is a laggard. Yet , Of onr et hoef mS uypipnlsyi gChhtasi nf rso tmo Ad odimn gi r teheeaicnhdyuesat rryi sa nt haal yt s i s sl amr ga el lre ra na dn dml oe rs es pwreol ml - ki nn eo nwt nmcaonmupf aacnt iuerse or su. t Cp oe mr f opram- ne ri es s- - tJh&aJt, sPu&pGp, l ay ncdh aUi nn i ll ee av de re-r-sdsoe en oa ts bt oe pa tptehref iorrpme-e r gi nr oTua pb .l eT o1 .s4u, pwphoi rctht choi sn at rsassetrst itohne, GI as hr tanreer t Thoe pr e2s5u l t s 2f o0r2t3h ewtiennn ey resa rt os ot hf e2 0r e2s3u-l2t s0 2o 2f .t hI el iisrt isni dx tueset nr yi ns etchteo r tTaobpl e2, 5b, u2t 7o uf nt hdee r2p9e cr of omr mp a tnhi ee si r l pi set ee rd gi nr otuhpe sGeacrttonre. rI s this a success? I don’t think so.
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