Operational Excellence (OPEX) Insight – Wednesday - September 23, 2026: Don't Keep All the Eggs in One China Basket.
Góc Nhìn Vận Hành Xuất Sắc – Thứ Tư, Ngày 23/09/2026: Đừng Đặt Hết Trứng Vào Một Giỏ Trung Quốc.
Welcome To Operational Excellence (OPEX) Insight Article For The Paid Subscriber-Only Edition.
This is the bilingual post in English and Vietnamese. Vietnamese is below.
Đây là bài viết song ngữ Anh-Việt. Tiếng Việt ở bên dưới.
English
A chip maker loses a plant, and a very human question for all of us
On September 22, 2026, while the chip crisis was still casting its shadow over the global auto industry, the Dutch semiconductor firm Nexperia announced it would expand production into India together with the Tata group, after falling into a situation that cost it control of its own unit in China. At a glance, this is a dry piece of industrial news, the affair of chip makers and factories far removed from the everyday lives of most of us. But if we gently peel back that layer of current events, underneath lies a question that no business leader truly escapes, whether they sell chips or sell noodles, whether they own a whole factory or just a small kitchen and their own two hands.
The question is simple yet it reaches deep: if tomorrow a link that your whole livelihood leans upon were to vanish, what in your business would break, and how would you cope on the morning it happened? Nexperia has just had to answer that question in very difficult circumstances, when the link that vanished did so not because of fire or natural disaster, but because of a tangle of legal and geopolitical matters beyond their reach. And their response, seeking out India to build a new place to stand, is a very vivid illustration of an operational tool that is old yet has never stopped being needed.
That tool goes by many names, but at its heart it is only a gentle reminder: do not let the whole livelihood you have poured so much heart into hang from a single thread. In the language of operations management, it is the strategy of supply diversification, the work of spotting and gently untying single points of failure, the problem of balancing the efficiency of putting everything in one place against the resilience of spreading across many. It sounds obvious, and perhaps precisely because it sounds obvious we tend to let it slip by amid the hundred tasks of every day.
This article takes the Nexperia and Tata move as its point of departure, but its destination is not the chip industry. Its destination is that universal question, and a way of answering it that is calm and disciplined. Together we will come to understand why the cheapest and neatest thing today is sometimes the most fragile thing tomorrow, why the dependence worth attending to often hides in places we have not yet noticed, how to choose the right spot to reinforce rather than spreading our resources thin everywhere, and the traps that make diversification costly while buying little peace of mind. Throughout, we will keep bringing everything back to an eatery, a repair shop, a software company, or a small store, because the single thread that each business leans upon is real, we simply have not yet had the chance to sit down and look at it closely.
Paid
This post is for members
Subscribe to read the full post and more in-depth analysis from BizInsider.








