AI Supply Network Resilience
Quantify upstream/downstream exposure, supplier concentration, and time to recover (TTR) to improve fill rates and schedule confidence.
KPIs
Service Level
Share of orders delivered on time and in full (OTIF). Higher is better.
Higher is better
Deployment Schedule Adherence
Degree to which planned deployment dates are met without slippage.
Higher is better
Network Resilience
Composite measure of the supply network’s ability to absorb shocks and recover quickly.
Higher is better
Revenue at Risk
Revenue exposure linked to parts or suppliers currently constrained or at risk.
Higher is worse
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USD (millions)
TTR Exposure
Weighted exposure to nodes with long Time To Recover (TTR). Higher indicates slower recovery risk.
Higher is worse
Internal Factors
Supplier Concentration
Share of spend concentrated among top suppliers; higher values indicate concentration risk.
Higher is worse
Lead‑Time Volatility
Variability of supplier lead times over the period.
Higher is worse
Order Backlog
Unfilled orders waiting to be shipped.
Higher is worse
Inventory Coverage
Days of supply based on on‑hand inventory and average daily usage.
Higher is better
Tier‑2 Visibility Coverage
Share of spend or critical parts for which tier‑2 suppliers and sites are mapped and monitored.
Higher is better
Alternate‑Source Coverage
Share of critical parts that have two or more qualified suppliers.
Higher is better
Logistics Disruption
Current disruption level across key routes (port dwell, cancellations, on‑time performance).
Higher is worse
Advanced Packaging Supply Gap
Normalized shortfall between demand and supply for advanced packaging steps (e.g., substrate, interposer, HBM assembly).
Higher is worse
Time To Recover
Weighted average time (days) required for the network to recover baseline output after a disruption.
Higher is worse
Export‑Control Risk
Exposure to export controls and licensing constraints across suppliers and lanes.
Higher is worse
Demand Volatility
Variability in demand for AI systems across horizons; higher values are harder to plan against.
Higher is worse
Component Criticality
Normalized criticality of parts based on substitutability, lead‑time, and revenue linkage.
Higher is worse
Levers
Safety Stock Target
Target days of safety stock for critical parts.
Dual‑Sourcing CAPEX
Capital expenditure to qualify an alternate supplier.
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USD (millions)
Expedite Shipment Share
Share of shipments moved via expedited modes (air/priority).
Capacity Reservation Share
Share of upstream capacity under reservation or take‑or‑pay agreements.
BOM Substitutability
Share of BOM positions with approved substitutes or design alternatives.
Higher is better
Tier‑2 Visibility Program Coverage
Share of spend covered by proactive tier‑2 mapping and monitoring programs.
Higher is better
Supplier Qualification Pipeline
Count of suppliers in active qualification stages (design, pilot, PPAP/QA).
Rerouting Flexibility
Ability to switch lanes, modes, or ports without major delays or cost penalties.
Higher is better