Supply Chain Edge: Chips tariffs ahead; China guides autos competition; chillers and diggers service AI — Panjiva
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Supply Chain Edge: Chips tariffs ahead; China guides autos competition; chillers and diggers service AI

Ags - Meat/Dairy 281 Argentina 67 Canada 540 Cons. Discr. - Autos 1266 Consumer Staples 834 Earnings 764 Indonesia 122 Industrials - Capital Goods 630 Info Tech - Comms Equip 280 Info Tech - Tech Hardware 895 Japan 651 Materials - Metals/Mining 815 Metals - Copper 87 Tariffs 1894 U.S. 5440

– Global trade policy is dynamic, and so are the tariffs that result from such policies. The US is set to introduce a new round of tariffs on semiconductors just as non-AI demand is slowing, while adaptations to beef quotas seek to address consumer concerns. Canada has also adapted its duties on US imports to include copper wire, where the US accounts for 71.4% of Canada’s purchases
– The mainland China government has issued new guidelines for the automotive sector, with Chinese automakers urged to “regulate their overseas competitive behavior” in the wake of average...

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