A newsletter on contract electronics manufacturing (EMS), covering how sourcing teams should model landed cost, HTS tariff classification, and the balance-sheet and supplier-structure questions behind EMS awards. Issues pair strategy and supply chain performance with specific classification examples, though several link out to commercial tariff tools.
Website: https://www.markzetter.com/
In-depth analyses of AI and semiconductor supply chains, covering topics such as co-packaged optics testing, Chinese LLM economics and laser vendor competition. Each issue maps the vendors, prices, production stages and bottlenecks, and names the listed companies involved.
Perfect Putt analyses the business and economics of golf, covering labor productivity, supply-chain margins and the instruction market with figures drawn from industry data and surveys. Readers get data-backed explanations of where money flows in the sport, aimed at people who follow golf as an industry.
A software development manager at Amazon writes a serial newsletter on how allocation creates abundance, covering AI, supply chains, advertising, money and the accounting behind everyday purchases. Its issues pair a personal essay with long multi-part series that walk through the commercial and logistics systems behind a book purchase or retail inbound flow.
The Procurist publishes essays on procurement leadership, AI adoption and supplier and spend management, often built around practitioner commentary and survey data. Readers get analysis of how the profession, its skills and its processes are changing.
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