Supply Chain Edge: The new Vietnam — Panjiva

Supply Chain Research

Supply Chain Edge: The new Vietnam

Ags - Grains/Beans 294 Bangladesh 32 Cons. Discr. - Apparel 478 Cons. Discr. - Autos 1155 Cons. Discr. - Durables 493 Corp - Shipping 953 Denmark 7 ESG 61 Earnings 707 European Union 803 India 491 Industrials - Capital Goods 569 Info Tech - Tech Hardware 772 Malaysia 138 Mexico 867 Sanctions 147 Taiwan 198 Thailand 132 Trade Deals 996 U.S. 5293 Ukraine 20 United Kingdom 353 Vietnam 360

Thailand might be the next computer supply chain hub, although there will be a fight to displace mainland China as the main exporter and beat Mexico and Vietnam as rapidly expanding centers. We published new research this week looking at downturn-era supply chain strategies among the global toolmakers as well as the long-term reshoring strategies of major Danish manufacturers. The European Parliament has been busy, reaching agreements on new support for investment in semiconductor supply chains and a raft of new and updated carbon pricing mechanisms. A dispute over Ukrainian grain import...

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