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

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

Australia 118 Chile 99 China 2948 Cons. Discr. - Apparel 478 Cons. Discr. - Autos 1154 Cons. Discr. - Retailing 450 Earnings 707 European Union 802 India 490 Industrials - Capital Goods 569 Info Tech - Comms Equip 205 Info Tech - Tech Hardware 771 Japan 590 Materials - Chemicals 221 Mexico 866 Mode - Rail 107 Mode - Seaborne 1779 Theme - Canals 113 U.S. 5292 United Kingdom 353

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 to improv...

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