Commit capacity months ahead of certainty
Semiconductor companies make long-cycle capacity and materials decisions while demand, yield, and customer priorities keep shifting.
Capacity decisions are enormous and hard to reverse. Yield varies. Many companies rely on foundries and outsourced assembly and test partners, and critical materials and equipment can be constrained. When demand spikes, allocation decisions shape major customer relationships for years.
The decisions semiconductor planners live with
Semiconductor planners make decisions with long lead times and big consequences. These are the ones they live with:
- How much wafer capacity do we reserve, and where?
- How do we plan when yield is still moving?
- Which customers get constrained supply, and how do we explain it?
- How much die bank and finished goods inventory is enough?
- How do we keep foundry and OSAT partners working from the same plan?
Across the semiconductor supply chain
In semiconductors, the supply chain often spans several companies, from wafer fabs and foundries to assembly and test partners and distributors. We help connect them into one plan:
- Plan: long-range capacity and supply planning, yield-aware planning, and allocation and available-to-promise.
- Source: critical material and equipment supply risk.
- Make: foundry and OSAT collaboration and production planning.
- Deliver: customer commits and global logistics.
How we help
Supply Chain Consulting, Transform, and Operate + Improve come together here, supported by the Edge Semiconductor and High-Tech Solution for SAP S/4HANA, Edge semiconductor planning content, and Vantage Plan for scenario analysis.
How semiconductor companies measure progress
Capacity utilization, commit accuracy, allocation margin, yield-adjusted plan attainment, inventory days across die bank and finished goods, and foundry and OSAT on-time performance.
What leaders ask about Semiconductor
Practical answers to the questions that often shape the first conversation.
How do yield, cycle time, and constrained capacity shape semiconductor planning?+
Long and variable cycle times, yield uncertainty, specialized capacity, work-in-process priorities, outsourced assembly and test, and volatile demand make supply commitments sensitive to small changes. Planning needs to model those constraints across the network and show the service, mix, and revenue effects of allocation choices before customer commitments move.
How do you plan with yield uncertainty?+
Model yield as a range, not a single number, plan buffers where yield risk is highest, and update plans quickly as actual yield data comes in.
Is there an SAP S/4HANA solution designed for semiconductor companies?+
Yes. The Edge Semiconductor and High-Tech Solution for SAP S/4HANA packages industry best practices and proven accelerators to reduce implementation risk and speed time to value.