Supply Chain Research

– In new research this week, we look at Malaysia’s future as a reshoring center, which has been building since the 1970s but now faces stiff competition as labor gets more expensive and a new round of electronics investments is needed.
– Mainland China’s “Third Plenum” meeting brings a new focus on semiconductor supply chain independence even as it continues to rely on imports of the most expensive chips, while the US plans a new set of export restrictions. There is more evidence of rising memory chip prices from Samsung Electronics Co. Ltd., while the corporate earnings season bri...