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HomeSupply Signal Radar
Supply Signal Radar

Supply Signal Radar

Active· last episode 14 days ago
Listen on Apple Podcasts
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~11 min episodes

About Supply Signal Radar

Supply Signal Radar is the semiconductor supply chain intelligence brief for procurement, ops, and supply chain leaders. Every day we read the signals, the earnings calls, SEC filings, trade publications, and policy documents you don't have time for. We translate them into procurement reality — the lead times that are tightening, the suppliers running hot, the BOM lines that need re-quoting before contract season. This is not market commentary. It's the signal underneath the headlines for the people whose job is to keep the line running. Published by Semibuffer Intelligence. semibuffer.substack.com

Language
English
Type
podcast

Episodes(14)

  1. 1

    The Shortage Moved to a Material You Don't Buy.

    16 Aug16m
  2. 2

    You Can Lock a Year of Supply and Still Not Know the Price.

    3 Aug11m
  3. 3

    The Money Showed Up. The Permission Didn’t.

    3 Aug10m
  4. 4

    Your Semiconductor Shortage Got a Deadline. It’s Years Out.

    3 Aug10m
  5. 5

    The Spike Became the Baseline. The Cost Reached the Whole Board.

    3 Aug8m
  6. 6

    Your NAND Quote Is Not the Only Problem. The Channel Started Moving.

    3 Aug9m
  7. 7

    Buyers Stopped Waiting for Memory to Get Cheaper. They Started Locking It In.

    3 Aug7m
  8. 8

    The Semiconductor Market Hit $1.5 Trillion. Your Memory Quote Got Worse.

    3 Aug12m

+6 more — listen on the platforms above

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