Supply Chain Edge: Beyond AI, refrigerator reflation, limited Red Sea scope — Panjiva
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Supply Chain Research

Supply Chain Edge: Beyond AI, refrigerator reflation, limited Red Sea scope

Australia 124 Brazil 394 Business Sentiment 204 Canada 491 Chile 102 Cons. Discr. - Apparel 494 Cons. Discr. - Autos 1178 Cons. Discr. - Durables 513 Cons. Discr. - Retailing 467 Corp - Ports 879 Corp - Shipping 975 Earnings 725 European Union 825 France 153 Germany 244 India 511 Info Tech - Comms Equip 223 Info Tech - Tech Hardware 795 Japan 600 Malaysia 144 Materials - Chemicals 235 Metals - Aluminum 247 Metals - Steel 512 Mode - Containerized 1467 Mode - Seaborne 1800 Philippines 56 Russia 118 Sanctions 161 South Korea 577 Taiwan 207 Tariffs 1793 Theme - Canals 131 Theme - Rates 234 U.S. 5316 United Kingdom 368 Vietnam 373

• In new research, we take a deep dive into the semiconductor sector and find that the excitement around AI is hiding a sluggish recovery in consumer, mobility and industrial activity. The sector will remain at the nexus of industrial and national security policies. Elsewhere in technology, we find the recovery in PC and video game supply chains is proving slow, while Alphabet Inc. may be reshoring the Pixel phone to Vietnam.
• Mainland China’s government is promoting a new replacement cycle for consumer goods to reflate the economy, which comes just as exports of home appliances a...

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