A supply chain planner with hands-on experience shares practical, data-backed guidance on forecasting, inventory mix, and planning failures in mid-sized food and beverage businesses. Readers get worked examples, Excel methods, and checklists they can apply to their own operations.
Website: https://www.theplanningnerd.com/
A trade intelligence newsletter that analyses official data and regulatory filings to explain what developments in retail, customs and supply chains mean for importers and buyers. Issues lead with an executive takeaway, a stated reading of the evidence and explicit limits on what the research established.
Reported analysis of Taiwan's semiconductor supply chain, covering TSMC, Nvidia-linked suppliers and equipment makers, with insider sources and executive interviews. Readers get company-level detail on AI packaging, testing and capacity expansion that is aimed at investors and industry watchers.
Vendor-neutral audits of electronic component obsolescence, covering end-of-life status, replacement cross-references and whether a given board can still be built. Each issue documents the evidence used, the confidence level and what remains unverified.
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 explains technical stages, vendors, prices and competitive positioning with named public companies.
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