Supply Chain Edge: Resized inventory, splintered memory, active volcano — Panjiva
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Supply Chain Edge: Resized inventory, splintered memory, active volcano

Australia 133 Chile 115 China 3049 Cons. Discr. - Apparel 531 Cons. Discr. - Autos 1248 Cons. Discr. - Retailing 517 Earnings 759 European Union 879 India 552 Industrials - Capital Goods 621 Info Tech - Comms Equip 262 Info Tech - Tech Hardware 862 Japan 630 Materials - Chemicals 273 Mexico 928 Mode - Rail 120 Mode - Seaborne 1845 Theme - Canals 141 U.S. 5400 United Kingdom 389

The apparel industry is returning to normal, though the major retailers still expect inventories to fall further while long term strategies on sourcing and environmental management are only just getting underway. Bifurcation in the technology industry has accelerated with the mainland Chinese government restricting sales by a US memory chip manufacturer. The race for securing new semiconductor capacity includes a new burst of support from the Japanese and UK governments, while the race of AI is proving lucrative for one chipmaker. Manufacturers’ supplier delivery times continue ...

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