Below are some recent thoughts and opinions on what I'm seeing in industry based on client work and feedback from discussions with electronics hardware and equipment manufacturers and investors. For equipment manufacturers in the range of $250 million to $10 billion income, many of these hardware manufacturers are
Peter talks about AI projects in manufacturing supply chains to effectively forecasting market demands, procuring proper volume of materials and supplies, managing budget planning and more.
"Despite many attempts at using policy measures to boost its manufacturing sector, India remains a minnow in global supply chains," according to Gavekal Research/Macrobond on X.com at @Gavekal. The Company further stated, "manufacturing as a share of GDP has stagnated below 15%, behind most other