Master Thesis ship - Trustworthiness of CP‑VMI Demand Signals in Semiconductor Boom–Bust Cycles

Experience: Not Available to Not Available years

Location: Eindhoven

Skills: Not Available

Company Overview
Semiconductor supply chains face structural boom--bust cycles driven by long and rigid production lead times, demand volatility, and capacity scarcity. To create planning stability, many manufacturers use Customer Program Vendor-Managed Inventory (CP-VMI) agreements. These contracts specify forecast commitments (e.g., weeks 1--6 fixed), pacing rules (e.g., 95% pull requirements), upside flexibility caps, and liability clauses for forecast reductions. These mechanisms aim to stabilize near-term demand signals. However, during boom or bust periods, contractual constraints may cause customers to pad forecasts, delay downward revisions,



or trigger end-period pull spikes. As a result, the manufacturer’s planning signal may diverge from true consumption—especially at market turning points.

Problem Statement
CP-VMI is designed for environments with reliable demand. Semiconductor boom--bust cycles violate this assumption. It is currently unclear: whether CP-VMI mechanisms dampen or amplify planning signal distortion, how contract rules interact with cyclical demand regimes, and which CP-VMI configurations improve robustness to bust-driven demand collapses and boom-driven surges. More information about NXP in the Netherlands... #LI-f5d0

📌 Master Thesis ship Trustworthiness of CP‑VMI Demand Signals in S (Mumbai)
🏢 NXP Semiconductors
📍 Mumbai