Jordi Martorell

DRAM and NAND are no longer considered commodity components. Analysts are describing this as the strongest memory upturn since 2017–2018, but this perspective overlooks the operational reality. Suppliers are currently prioritizing: • HBM • DDR5 • Enterprise SSDs As a result, everything else must compete for limited residual capacity. If your product relies on legacy DRAM or NAND and lacks allocation protection, you are at risk, whether you realize it or not. This phase of the cycle emphasizes the importance of strategic procurement.

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  I'm excited to share that today Micron announced an expansion to our investments in U.S. semiconductor manufacturing. Our bold vision now includes two leading-edge high-volume fabs in Idaho, advanced HBM packaging capabilities, up to four leading-edge high-volume fabs in New York, and the expansion and modernization of our existing fab in Virginia. And, we have also upped our R&D investments in the U.S. – reaffirming our long-term position as the global memory technology leader.     Our procurement team has been at the forefront of enabling Micron’s global expansions, working closely with our valued supply chain partners. Over the past several years, we have been engaging with our suppliers to build up the semiconductor supply chain in the U.S., and with today’s announcement, their partnership and investment is now more important than ever. We are energized by the challenge ahead and look forward to what we will accomplish together.     Thank you to our supply chain partners and our incredible Micron procurement team members for their continued focus and commitment to enabling our global expansions. Together we are building the future of semiconductor manufacturing in America.  Read our announcement here: https://lnkd.in/g8crbFna

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Great conversation with Graham Scott, VP of global procurement at Jabil, on Art of Procurement podcast! His take on building resilient supply chains, navigating geopolitical shifts, and leading with transparency is a reminder of how much the procurement world is evolving — and what supply chain leaders need to do to keep up.  🔗 Check it out: https://lnkd.in/emEijBdG

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A supplier once came to me and said, “We’ve been overcharging — and we want to correct it.” No negotiation. No prompting. Just honesty. That moment stuck with me. Not because of the savings, but because of what it signaled: integrity over margin, and a long-term mindset over short-term gain. In procurement, we often talk about cost, value, and performance. But the real moat — the defensible advantage — is trust. When a supplier chooses transparency, they’re not just protecting their reputation; they’re building a relationship that competitors can’t easily replicate. Greed might win a quarter. Fairness wins a decade. The truth always finds its way to the surface. And when it does, those who built their business on fairness and credibility are the ones still standing. #Procurement #SupplierTrust #BusinessMoats #Integrity #Leadership #LongTermThinking

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Supply chain resilience in the semiconductor space has never been more critical.  Graham Scott, Jabil’s VP of global procurement, was featured in this timely article on building strategic resilience amid supply chain volatility, geopolitical shifts, and AI-driven demand surges.  His insights into supplier relationships, inventory strategies, and multi-sourcing are essential reading for anyone navigating today’s complex procurement landscape. Find the full article in Semiconductor Digest magazine ➡️ https://lnkd.in/eCgzC5Gg 

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Fantastic discussion with Graham Scott, Jabil’s VP of global procurement, on Art of Procurement podcast! He shares sharp insights on how Jabil is navigating semiconductor market volatility, AI-driven demand, and global sourcing challenges — all while building stronger, trust-based supplier relationships.  You can view it here: https://lnkd.in/gqbbW3XU

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Excited to announce the launch of Dragonwing Q-6690. This RFID technology powers industries from healthcare to logistics and we’re making it even more accessible with the world’s first enterprise mobile processor with integrated RFID. The Dragonwing processor will help businesses lower operational costs, extend device lifespans, and improve performance—all while simplifying connectivity at scale. Learn more here: https://bit.ly/4oWDBDr

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In a new episode of Art of Procurement podcast, Graham Scott, VP of global procurement at Jabil, shares timely insights on the semiconductor market’s volatility, the impact of AI and geopolitics on demand, and how communication builds trust with suppliers. From managing outdated inventory to building multi-source strategies and long-term partnerships, Graham explains how Jabil is navigating today’s complex landscape through transparency and collaboration. 🎙️ Check it out: https://lnkd.in/g8a62m7R

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Navigating Price Increases: Strategies to Manage Supplier Demands It started with a single email: “Due to rising input costs, we’re forced to increase our rates by 30% effective next month.” I stared at the screen. This supplier was critical. No alternate source. No buffer stock. And certainly, no budget for a 30% hike. I felt that familiar procurement panic—caught between a rock and a cost increase. The Dilemma Do you push back and risk souring the relationship? Or accept the hike and brace for internal backlash? I chose a third route: Understand first, negotiate second. Step 1: Separate Fact from Fear We asked for a detailed cost breakdown—not to challenge their pain, but to understand it. What we discovered: Raw material costs had risen only 8%. Logistics charges had spiked, but were temporary. The rest? A blanket increase to “cover uncertainty.” This gave us leverage—not to fight, but to find middle ground. Step 2: Market Benchmarking We benchmarked prices across the region. Three suppliers—two confirmed smaller hikes, one was stable (but with a longer lead time). Now we had data. Not threats. Step 3: Creative Structuring Instead of rejecting the increase, we: Proposed a stepped pricing model—10% now, and only more if logistics costs stayed elevated. Signed a six-month contract with a clause for review based on commodity index changes. Bundled volumes from another business unit to give the supplier higher throughput in return for pricing stability. The Outcome We limited the increase to 12%, secured delivery priority, and introduced a price review mechanism tied to real-world costs—not assumptions. Better still, finance applauded the transparency and flexibility. The Real Lesson Suppliers don’t enjoy raising prices. But when they do, it’s often reflexive. Our job isn’t just to say no—it’s to ask why, explore how, and co-create what’s fair. Win win scenario and sustainable cost is very important in supply chain from long term perspective. Transition: Calling tone of Vendor changed to Supplier , supplier changed to Supply partner, supply partner changed to Business partner. Let us respect business partners.

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Jabil is breaking ground! 🪏  We recently announced an expanded collaboration with Inno, a metal parts manufacturer and a subsidiary of Shanghai Xinpeng Industry Co. (XP), to manufacture battery energy storage system enclosures in a new Rayong, Thailand, facility.  Read more: https://lnkd.in/eDzg8GJV

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Great conversation with Graham Scott, VP of global procurement at Jabil, on Art of Procurement podcast! His take on building resilient supply chains, navigating geopolitical shifts, and leading with transparency is a reminder of how much the procurement world is evolving — and what supply chain leaders need to do to keep up.  🔗 Check it out: https://lnkd.in/eeTYjeiQ

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