KEYNOTE: The Second Wave: Risk in Part Two of the Supply Chain Crisis

While consumers are continuing to intimately learn how much they rely on global semiconductor production and movement, private and public companies continue to feel the pain of large-scale disruption across industries and geographies. From automakers to consumer electronics manufacturers, biotechnology producers to medical device deliveries, and military contracts to household appliance purchases—the smallest chips are having one of the largest impacts on the financial health of big and small companies alike.

While the slowdown or complete standstill of chip inventories continues to garner headlines, there is a riskier, longer-lasting, and more dangerous second wave of disruption looming. Macroeconomic and capital markets levers, corporate financial health, and the compounding effects of the pandemic will all contribute to new challenges—upstream and downstream—for semiconductor manufacturers and the industries that rely on them. This future wave of the supply chain crisis is rarely discussed and is currently obscured by the present.

However, there is still time and opportunity to mitigate risk and deepen business relationships ahead of the next few years.

James H. Gellert, Chairman and CEO of RapidRatings, will discuss these themes as he uses real-world supply chain and financial health data to illustrate the way forward for both large public enterprises and smaller private suppliers—to predict exposure, uncover weaknesses, and strengthen resiliency for better decisions, and ultimately—business outcomes.