Supply China Edge: Tech restrictions widen, Adidas kicks inventory, rate boom returns — Panjiva
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Supply China Edge: Tech restrictions widen, Adidas kicks inventory, rate boom returns

Ags - Softs 143 Canada 529 China 3049 Cons. Discr. - Apparel 531 Cons. Discr. - Autos 1248 Cons. Discr. - Durables 574 Cons. Discr. - Retailing 517 Consumer Staples 805 Corp - Shipping 1027 Earnings 759 European Union 879 Japan 630 Materials - Chemicals 273 Mexico 928 Mode - Containerized 1524 Mode - Seaborne 1845 Mode - Truck 75 South Korea 605 Strikes 78 Taiwan 231 Theme - Employment 56 U.S. 5400 United Kingdom 389 Vietnam 412

• In new research this week, we dive into Japan’s latest technology restrictions, which follow a surge in exports to mainland China and carry the risk of retaliation. Elsewhere in tech, telecom network equipment supply chains show signs of bifurcating. Taiwan Semiconductor Manufacturing Co. Ltd. is launching a range of mega-chips, and memory chips are showing signs of recovery.
• Inventory management remains an area of close focus for retailers, shown by Adidas AG’s latest results, while The Home Depot Inc. is shipping Halloween products even earlier than usual.
• Governme...

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