The Semiconductor Battle Isn’t Won With Better Chips. It’s Won With Deeper Supplier Collaboration.
A semiconductor can be tiny, but the supply chain behind it spans thousands of suppliers and dozens of countries. Yet at its most critical layers, that complexity narrows to a single supplier, technology, or geography, often because of one decision procurement made and never revisited.
The ASML story shows what happens when a critical capability becomes that concentrated, and why the most consequential supply chain dependencies aren’t visible in a traditional supplier or spend analysis.
Join this session to learn how to move from supplier visibility to dependency visibility, understand where procurement can influence resilience, and see where connected procurement data, supplier intelligence, and AI can help identify risks before they become disruptions.
Key Takeaways
- Find the dependencies that matter. Every extreme dependency started as a decision, a single source, an approved spec, a skipped qualification, a contract with no capacity clause. Trace risk back to that decision.
- Bring procurement early. Single sourcing is the right call when technology has no alternative. It’s an unmanaged risk when it happens by default.
- Assess criticality in procurement’s own language. Category strategy, supplier segmentation, contracts, supplier relationships, not supply chain flows or inventory.
- Know the levers you control. Capacity reservation, allocation clauses, second source qualification, long term agreements, matched to four categories: Monitor, Secure, Diversify, Redesign.
- See what only procurement sees. Spend across every business unit, every contract, the full supplier relationship, the combined view where hidden concentration surfaces.
- See where AI adds value. AI is not the starting point. AI flags financial, capacity, and raw material risk early enough to act, qualify a second source, secure capacity. The decision stays procurement’s.
Meet the Speakers
Indy Chakrabarti, CMO, Jaggaer
Michael Roesch, SVP Global Advisory, Jaggaer
