Leyden GVC Strategic Intelligence · SC

GVC · Global Value Chains

Choose the next function.
Build the case to win it.

Decide which semiconductor engineering, test and reliability functions to strengthen in Costa Rica by comparing currency exposure, AI opportunities, workforce transition and viable locations.

For strategy, engineering and business-development leaders

VerificationTest engineeringReliabilityFailure analysisEquipment services

THREE QUESTIONS. ONE MANAGEMENT DECISION.

Connect costs, technology and talent.

01

Currency exposure and costs

How does a stronger colón change operating costs in dollars?

Separate local-currency costs from dollar costs, imported inputs, natural offsets and hedges. Test sensitivity alongside productivity and capacity utilization.

02

AI, employment and skills

Which tasks change—and what is the net value?

Measure tasks reduced, created or expanded, training needs and the net benefit after deployment and workforce-transition costs. For semiconductors, assess engineering, test and reliability workflows, alongside AI-related demand opportunities.

03

Costa Rica and alternative locations

Where does each function have a credible advantage?

Compare equivalent functions, quality, skills, service and capacity. Include investment, transfer, qualification and ramp-up costs before recommending a location.

Company-level conclusions require reconciled operating data. Currency appreciation is one factor, not an assumed cause of job losses; AI adoption does not automatically imply workforce reduction.

INTERNATIONAL COMPARISON

A regional baseline. A company-specific comparison.

Our sector benchmarking covers Costa Rica, Mexico, Brazil, Chile, Colombia, the Dominican Republic, the United States and Canada. These countries play different roles across each value chain.

For an engagement, select the locations the company actually uses or could credibly use. The broad country comparison informs the analysis; it does not replace a function-level business case.

WHEN WE CAN HELP

A specific decision.
A focused engagement.

01

An engineering footprint is changing

You need to compare functions across sites while accounting for skills, qualification and network requirements.

02

AI creates a new operating choice

You want to assess verification, test or equipment use cases with utilization, quality and workforce effects in view.

03

A capacity opportunity needs scrutiny

You need to establish whether customer demand, scale, infrastructure and capabilities support a staged investment.

WHAT MANAGEMENT RECEIVES

From analysis to a usable decision.

A company-specific diagnostic, scoped around selected functions and credible comparator locations.

01

Executive decision memo

A recommendation by function, the assumptions that matter and the evidence still needed.

02

Location comparison

Costa Rica and credible alternatives evaluated on equivalent activities and requirements.

03

AI and workforce priorities

Use cases, implementation costs, skills and transition requirements considered together.

04

Action roadmap

A sequence of priorities, owners and decision points for the next twelve months.

Demand, customer qualification, yield, reliability and infrastructure determine whether an option is feasible. Advanced packaging is evaluated as a conditional pathway, not an automatic next step.

ILLUSTRATIVE DECISION FRAMEWORK

A test-engineering and reliability function

An example of the questions and outputs an engagement can structure. It is not a client case or a calculated result.

DimensionQuestion to resolveExpected output
DemandWhich customer need and technology family support the opportunity?A defined requirement, separated from unconfirmed demand.
ReadinessAre skills, tools, utilities and qualification requirements feasible?A capability-gap assessment for each location.
EconomicsHow do utilization, test time, ramp and AI costs affect the comparison?Comparable scenarios with explicit downside conditions.
DecisionWhat must be demonstrated before adding capacity?A staged recommendation with go, defer or stop conditions.

The analysis does not predict corporate relocation decisions or replace engineering qualification. Company-specific conclusions require current operating data and technical validation.

EVIDENCE & ACCOUNTABILITY

Know what supports
the recommendation.

Each engagement separates public evidence, client-validated information and analytical assumptions. The decision memo makes the sources, uncertainties and conditions visible.

Explore documented experience ↗
Public and sector evidence

Country and industry research frames the opportunity. Sources and dates are checked for the specific question; general market evidence does not establish a company’s intent.

Company evidence

Costs, output, skills and operational requirements are reconciled with the relevant teams. Confidential inputs are requested only within an agreed scope and handling process.

Scenarios and limits

Assumptions, sensitivities and evidence gaps remain explicit. Illustrative examples are not company estimates, validated forecasts or guarantees of performance.

ENGAGEMENT LEAD

Oswald Céspedes-Torres, Ph.D.

Founder & CEO · Leyden Consulting Group

An economist with a Ph.D. from The Ohio State University, with specialization in industrial organization, international trade and economic development. Leyden brings economic analysis and quantitative research to the investment and capability questions at the center of this service.

The scope identifies the technical input and company participation required for each decision.

Leadership profile ↗

A CLEAR PATH TO ENGAGEMENT

Start with the question that matters.

01

Executive briefing

A 30–45 minute conversation to define the decision, the relevant functions, the decision-maker and the evidence needed.

02

Company diagnostic

A scoped paid engagement. An indicative four to six weeks, subject to complexity, data availability and agreement.

03

Strategic advisory

Further calibration, implementation planning or recurring analysis when the diagnostic supports that next step.

For the first conversation, share only the sector, the decision and your timeline. Confidential operating data are not needed to request a briefing.

What decision comes next?

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