Supply Chain Edge: Halloween shock, AI-powered chip recovery, mineral protections — Panjiva
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Supply Chain Edge: Halloween shock, AI-powered chip recovery, mineral protections

Ags - Fruit/Veg 145 Business Sentiment 220 Cambodia 28 China 3048 Cons. Discr. - Apparel 530 Cons. Discr. - Autos 1247 Cons. Discr. - Durables 574 Cons. Discr. - Retailing 517 Consumer Staples 805 Earnings 759 Energy - Renewables 205 India 551 Info Tech - Comms Equip 262 Info Tech - Tech Hardware 862 Malaysia 160 Materials - Metals/Mining 792 Metals - Steel 543 Mexico 928 Mode - Containerized 1524 Sanctions 170 Tariffs 1866 Thailand 145 Theme - Rates 239 Trade Deals 1017 U.S. 5399 United Kingdom 389 Vietnam 412

• In new research this week, we find that retail supply chains have geared up earlier than normal for Halloween. Labor conditions in Cambodian apparel production are being scrutinized. Home-appliance maker Breville Group Ltd. has reshored to Mexico. Home improvements supply chain activity remains weak.
• In technology, Nvidia Corp.’s AI-powered revenue gain has helped the chip industry return to sequential sales growth. Meanwhile, India’s phone producers are concerned about their supply chain costs relative to Vietnam.
• We show how government policies to control access to cr...

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