Panjiva Daily: The 50-cent semiconductor problem; autos acceleration heading at supply wall — Panjiva
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Panjiva Daily: The 50-cent semiconductor problem; autos acceleration heading at supply wall

Global 1391 Panjiva Daily 723

Computer-maker Acer has identified that supplies of companion semiconductors, worth 50 cents in some instances, are a key bottleneck in both consumer electronics and automotive supply chains. Mexican auto exports are already falling as a result. Also: Spin Master slows after logistics issues as WowWee spins up shipments; B&G Foods faces rising freight, commodity costs as growth recovers in Q1; Trump’s tariffs deliver desired outcome as U.S. trade activity remains weak; China’s trade boom in 2021 isn’t just a basis-effect; U.S. and EU pick the lowest hanging fruit; PPE tariff hike averted...

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