Very interesting comment by Atikem Hailemariam, but also helps us understand the types of testing/design - Foundries - packing and then Line Card assembly that happens for some products as Jabil slide shows. Process goes back and forth across various parts of two continents four times before finished product. Onshoring will be very helpful indeed to speeding up the process.
I'll be visiting a good friend of mine in Europe end of this month, who works for Infineon and travels often to Indonesia to deal with the operations supply chain process at their plants. He was not so familiar with polymers, but I'll share some developments that are going on in Colorado with Lightwave, and see if he is familiar with the Infineon photonics area of business. Always best to cover these topics in person.
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