Supply Chain Research

The global semiconductor industry’s exports continue to struggle, with the total across four major exporting states having fallen by 1.6% year over year in July. South Korea continues to be the worst performer with a 28.1% drop. While the trade spat with Japan overshadows the sector in South Korea there has at least been a resumption of critical chemicals shipments from Japan. Shipments from Taiwan grew 5.9% year over year in July, though a patent case brought in the U.S. by GlobalFoundries against TSMC may disrupt shipments in the future. Chinese exports surged 31.7% higher to a record ...