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 136 Canada 498 China 2983 Cons. Discr. - Apparel 503 Cons. Discr. - Autos 1191 Cons. Discr. - Durables 522 Cons. Discr. - Retailing 475 Consumer Staples 767 Corp - Shipping 984 Earnings 733 European Union 837 Japan 609 Materials - Chemicals 244 Mexico 892 Mode - Containerized 1479 Mode - Seaborne 1809 Mode - Truck 75 South Korea 586 Strikes 70 Taiwan 212 Theme - Employment 56 U.S. 5330 United Kingdom 374 Vietnam 379

• 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.
• Government ...

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