Intellink insights
Ideas for a more resilient supply chain.
Deep analysis for buyers navigating manufacturing capacity, cost structures, supplier risk, and fast-moving technology markets.
Semiconductors12 min read
From 3nm Wafers to CoWoS Packaging: The Cost Realities and Supply Bottlenecks of the Consumer CPU Supply Chain
A procurement-focused examination of advanced-node wafer economics, CoWoS bottlenecks, architectural diversification, and resilient CPU sourcing.
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Latest analysis
4 articles
Automotive•9 min read
The Power Shift in Procurement Logic: From Buying Parts to Securing Capacity and Chip Definition Rights
Why automotive OEMs are moving beyond Tier 1 purchasing to secure foundry capacity, influence chip roadmaps, and control lifecycle risk.
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Connected Mobility•11 min read
An Overview of the IoV Industry Chain: Chip Dominance and the Wave of Domestic Substitution Behind 40% of Costs
How chips, connectivity modules, certification barriers, and domestic substitution are redistributing value across the Internet of Vehicles.
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Robotics•10 min read
From Precision Calibration to Chip Packaging and Testing: An Overview of the Robot Sensor Industry Chain and Cost Breakdown
A practical view of China’s robot-sensor clusters, calibration bottlenecks, component costs, and procurement risk mitigation.
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