Supply Chain Edge: A light in the semiconductor tunnel — Panjiva

Supply Chain Research

Supply Chain Edge: A light in the semiconductor tunnel

Ags - Fruit/Veg 132 Ags - Grains/Beans 293 Business Sentiment 194 China 2948 Cons. Discr. - Apparel 478 Cons. Discr. - Durables 493 Earnings 707 European Union 802 India 490 Industrials - Capital Goods 569 Info Tech - Comms Equip 205 Info Tech - Tech Hardware 771 Materials - Chemicals 221 Mexico 866 Mode - Rail 107 Mode - Seaborne 1779 Mode - Truck 68 Russia 110 Sanctions 147 South Korea 565 U.S. 5292 Ukraine 19 Vietnam 359

Demand for semiconductors remains depressed while a recovery will take until later in the year, based on a review of the forward-looking comments from eight firms including Apple Inc. The latter’s supply chain remains in flux, with one supplier leaving India and another setting up in Vietnam. In consumer goods, we have taken a deep dive into home appliances supply chains, looking at cost and risk management strategies as well as looking ahead to challenges from environmental policy. Elsewhere, tequila demand remains robust while activewear sales have dropped and inventories exploded. Cap...

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