Jorge Torres

Considering operational factors when relocating assembly manufacturing is crucial. Finding cost-effective manufacturing partners with the right labor pool, training, power access, and logistics is essential. Proximity to ports, capital access, political stability, and climate are key factors to consider. With the uncertainty of tariffs, the complexity of shifting manufacturing from China to another low-cost region increases. Strategic planning is vital for a successful transition. Question: Is your sourcing strategy shifting as well? Drop a comment if you, too, are making moves and what challenges you face. #Manufacturing #GlobalOperations #SupplyChain

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Reshoring in the electronics industry is gaining momentum rapidly, driven by a convergence of factors including geopolitical tensions, escalating tariffs, supply chain vulnerabilities, and substantial government support. Here's a closer look at the key drivers behind this resurgence: 1. CHIPS and Science Act Impact: The U.S. government's commitment of over $52 billion since August 2022 towards domestic semiconductor manufacturing has spurred significant investments exceeding $200 billion and the creation of tens of thousands of new jobs by mid-2024. 2. DoD’s PCB/EMS Reshoring Program: With a pledge of approximately $400 million from 2023 to 2025, this initiative aims to repatriate PCB and electronics manufacturing services to the U.S. 3. State-Level Initiatives: States like Texas, Arizona, Wisconsin, Ohio, and Kansas are enticing fabrication and assembly entities with training grants, tax incentives, and infrastructure arrangements. 4. Noteworthy Developments: - TSMC's 5 nm fab in Arizona commenced production of Apple A-series chips in September 2024, backed by CHIPS funding until 2028. - Intel's substantial investment in Ohio facilities and Samsung's construction of a $17 billion fab in Texas, both benefiting from CHIPS subsidies. - Micron's $20 billion plant in New York, supported by federal backing, has plans for expansion in Idaho. - Wolfspeed's $1.3 billion silicon carbide facility in North Carolina, leveraging state and local incentives. - Integra Technologies' $1.8 billion OSAT expansion in Kansas, tied to state incentives. - Mexico's appeal for nearshoring PCB assembly due to its pool of 110,000 engineering graduates annually, offering advantages in risk mitigation, cost efficiency, and logistical ease. Incentives Worth Exploring: - Federal CHIPS grants and tax credits for semiconductor fabs. - DoD’s PCB/EMS reshoring

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The Procurement Clause™ Issue No. 001 | Margin Integrity in MSK Platforms By Lisa Utley In musculoskeletal enterprises, EBITDA rarely erodes in a single event. It dissipates through variance. Under The Procurement Clause™, each issue examines one structural lever inside surgical-margin performance. This Week’s Clause: Construct Variance Two surgeons. Same CPT. Same vendor portfolio. Materially different construct cost. The question isn’t clinical autonomy. The question is visibility. If enterprise leadership cannot see construct variance by physician, site, and portfolio alignment, margin leakage remains invisible and therefore ungoverned. Variance without data becomes normalized. What to Evaluate Ask three questions: 1. Do we have case-level construct mapping tied to CPT grouping? 2. Are rebate tiers aligned with actual construct behavior? 3. Is portfolio strategy defined or assumed? If the answer to any of these is unclear, EBITDA is likely recoverable. Why This Matters Now As MSK platforms scale through ASC expansion, acquisition, or private equity alignment valuation depends on disciplined governance. Negotiation secures opportunity. Governance captures it. That is the Clause.

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The U.S. is taking a notable step to encourage future investment in semiconductors and advanced technology, with plans to reduce tariff exposure on select Taiwanese imports. Key highlights include: IEEPA reciprocal tariffs capped at 15% Section 232 duties on auto parts, timber, lumber, and wood derivatives limited to 15% 0% reciprocal tariffs on generic pharmaceuticals, ingredients, aircraft components, and certain natural resources Additional duty-free import capacity for Taiwanese companies investing in U.S.-based semiconductor and chip manufacturing Details on effective dates and final tariff schedules have not yet been released. See the article for more:

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🚀 Big Moves, Bold Vision: Manamed Expands to Tijuana, Mexico 🇲🇽 At Manamed, speed and agility aren’t just buzzwords—they’re our DNA. Today, we’re proud to announce the groundbreaking of our future facility in Tijuana, Mexico, a strategic step that reinforces our commitment to supply chain resilience and global scalability. As the industry leader in Class II and Class III orthopedic product development, we’re not just innovating—we’re building a well-rounded, future-ready portfolio that empowers surgeons and elevates patient outcomes. This expansion is more than a milestone—it’s a message to the industry: Manamed is here to lead, adapt, and deliver. To our partners, sales teams, and the orthopedic community: thank you for believing in our mission. The best is yet to come. Follow our journey ManaMed #Manamed #Orthopedics #MedicalDevices #SupplyChainResilience #InnovationInMotion #TijuanaExpansion #SurgeonDrivenDesign #FutureOfHealthcare

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I've air freighted parts to keep a production line running more times than I can count. Every single time, the logistics budget took the hit. But I was the one who made the call. And it wasn't my metric. That's not a logistics problem. That's a Total Cost of Ownership problem — and it's hiding in plain sight in most supply chains. 3 times TCO gets ignored and the P&L pays for it 👇

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"If you’re going to get someone without integrity, you want them lazy and dumb." – Warren Buffet This blunt but powerful quote from Warren Buffet brings a simple truth to light: integrity is the cornerstone of any successful career and organization. In the workplace, integrity means doing the right thing, even when no one is watching. It’s about building trust, fostering transparency, and holding yourself accountable for your actions. While skills can be taught and knowledge can be gained, integrity is something that either shapes you or holds you back. So, when building teams, prioritize integrity over everything else. It’s the true differentiator between those who will help you soar and those who might bring you down. Let’s continue to foster an environment where honesty, accountability, and transparency lead the way. #Integrity #Leadership #CareerGrowth #TeamBuilding

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