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0 pointsJumpCrisscross1y ago0 comments

> potential weakness for the West dependency on TSMC worries me

TSMC, in turn, outsources the entire front end of its value chain to its customers.

There is nothing wrong with outsourcing. Boeing is just bad at supply chain management.

0 comments

I think all your other examples are healthier because each step has multiple customers. The Boeing/Spirit arrangement looks more like an accounting gimmick than actual outsourcing.

dotancohen1y ago

These factories in question build for three major Western manufacturers: Boeing, Airbus, and Bombardier.

creato1y ago

How much though? Somewhere else in this thread someone said 67% of their revenue is from Boeing.

j / k navigate · click thread line to collapse

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creato1y ago

I think all your other examples are healthier because each step has multiple customers. The Boeing/Spirit arrangement looks more like an accounting gimmick than actual outsourcing.

dotancohen1y ago

These factories in question build for three major Western manufacturers: Boeing, Airbus, and Bombardier.

creato1y ago

How much though? Somewhere else in this thread someone said 67% of their revenue is from Boeing.

j / k navigate · click thread line to collapse