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

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

Ags - Fruit/Veg 137 Business Sentiment 217 Cambodia 25 China 3021 Cons. Discr. - Apparel 517 Cons. Discr. - Autos 1222 Cons. Discr. - Durables 550 Cons. Discr. - Retailing 497 Consumer Staples 787 Earnings 747 Energy - Renewables 197 India 539 Info Tech - Comms Equip 255 Info Tech - Tech Hardware 841 Malaysia 153 Materials - Metals/Mining 780 Metals - Steel 535 Mexico 912 Mode - Containerized 1507 Sanctions 169 Tariffs 1839 Thailand 137 Theme - Rates 239 Trade Deals 1007 U.S. 5369 United Kingdom 382 Vietnam 392

• 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...

Copyright © 2025 Panjiva Supply Chain Intelligence, a product offering from S&P Global Market Intelligence Inc. All rights reserved.