Supply Chain Research

China’s exports fell by 17.2% year over year in January and February combined, in large part due to COVID-19 coronavirus-related disruptions to supply chains. The most significant drag in dollar terms was a 30.6% slump in shipments in telecoms exports, followed by a 14.2% drop in computer shipments. The latter had already been flagged by Lenovo. Exports of circuits and semiconductors did better with a 9.3% increase. Taiwan and Vietnam have been major beneficiaries of reduced Chinese exports – their shipments rose by 23.2% and 27.4% respectively in February or by 6.1% and 8.7% in January ...