Supply Chain Edge: Tracking chips, cutting costs, container caution — Panjiva
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Supply Chain Edge: Tracking chips, cutting costs, container caution

China 3044 Cons. Discr. - Autos 1243 Corp - Forwarders 347 Corp - Shipping 1024 Earnings 757 Energy - Conventional 467 Energy - Refined Oil 203 Energy - Renewables 205 India 550 Industrials - Capital Goods 618 Info Tech - Comms Equip 262 Info Tech - Tech Hardware 859 Materials - Chemicals 272 Mode - Containerized 1522 Poland 14 Russia 131 Sanctions 170 South Korea 604 Taiwan 230 Turkey 73 U.S. 5395

– In new research this week, we look at two major supply chain visibility challenges for technology supply chains. First, Turkey has tightened up the export rules for Common High Priority Item exports to Russia, while India’s exports have grown — we identify other export flows. Second, Taiwan Semiconductor Manufacturing Co. Ltd.’s (TSMC) chips may have ended up where they should not, highlighting the complexity of managing downstream supply chains.
– The energy transition is all about future growth, but in the near term, firms are having to manage costs. We look at Ford Motor Co.’s...

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